Add categories manually

To add categories manually, follow these steps:

1

Navigate to your channel

Open the channel where you want the categories.

2

Open the Categories step

Go to the Categories step and select the Manual Categorization tab.

3

Add a category

Click Add category.

4

Configure the category mapping

Use the 'If', 'Filter', 'Value', and 'Set to category' fields to create categories. Use the dropdowns to choose fields, decide whether to categorize on exact matches or contains, and then enter the appropriate value.

Example: Filter on the value of a field — for example, if 'categories' contains 'shoe' then assign the category 'Clothing & Accessories > Shoes'. This will assign this category to all items that match this filter.

5

Save and review coverage

Click Save. After saving, the percentage of items allocated to a category will appear, as well as the number of items with and without categories. To see which items have not yet been categorized, go to the Uncategorized items tab. Ideally, you should aim for 100% of items with categories.

You can see how many items are matched per line and inspect those matched items to help write more efficient mappings and verify they still make sense over time.

The next step is to add rules.