A category is a like a folder or section for your organisations. When a user clicks on a category, it displays any organisations associated to the category. An organisation can be in more than one category if you like. Categories are also hierarchical, meaning you can have categories within categories (i.e. sub-categories). 

How are categories different from tags?

Categories can be nested with sub-categories. Tags have a flat structure, and are meant for labelling organisations across categories. You can however use either to organise your organisations.

How do I add a category?

  1. Go to Contacts > Organisations > Categories.
  2. Click Add.
  3. Choose the Parent category.
  4. Enter a Title.
  5. Optionally enter a Description. This is displayed on the organisation directory. 
  6. Choose the Status. If Unpublished, it won't display on your organisation directory.
  7. Click Add.

How do I edit a category?

  1. Go to Contacts > Organisations > Categories.
  2. Next to the category, click Edit.
  3. Change the details for the category.
  4. Click Update.

How do I move a category?

  1. Go to Contacts > Organisations > Categories.
  2. Next to the category, under More, click Move.
  3. Choose the new parent category.
  4. Click Move.

How do I re-order a category?

  1. Go to Contacts > Organisations > Categories.
  2. Next to the category, under More, click Nudge up or Nudge down.

How do I publish a category?

  1. Go to Contacts > Organisations > Categories.
  2. Next to the category, under More, click Publish.

How do I delete a category?

  1. Go to Contacts > Organisations > Categories.
  2. Next to the category, under More, click Delete.
  3. Click Delete.

How do I categorise an organisation?

  1. First you must have already set up your categories (see above).
  2. Go to Contacts > Organisations > Organisations.
  3. Next to the organisation, under More, click Edit.
  4. Scroll down to where it says Categories.
  5. Tick the categories you want to put the organisation in.
  6. Click Update.

How do I categorise multiple organisations at a time?

  1. Go to Contacts > Organisations > Organisations.
  2. Next to the organisation, tick the checkbox for all the organisations you want to add to the same category.
  3. Once you've selected all the organisations you want to categorise, click the dropdown menu below the organisation list.
  4. Scroll down to where it says Add to category.
  5. Choose the category that you want.
  6. Click Go.

You can bulk remove in the same way, just select Remove from category in the dropdown list.

How do I display sub-category navigation?

For your top level categories, you may want a customer to first choose a sub-category before seeing a list of organisations. Here's how you set that up:

  1. First, you need to upload an image to each of the sub-categories that you want to display. Just edit each category, and upload an image.
  2. Then you need to tell the parent category that you want to show the sub category navigation. So edit the parent category, and tick Display options > Show sub category navigation
  3. Click Update.

If you want the very top category to display sub-category navigation, you must ensure the organisation page automatically starts on that category. You can do this by making it the default category: 

  1. Go to Website > Pages, find the page which displays the organisations and click on it.
  2. Click Edit in the top right.
  3. Scroll down to Default category and ensure that it is set to the very top category.
  4. Click Update.

Can I change how the membership categories are displayed?

Yes, see Organisations settings.

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