Note: If the 'generate categories' option results in 35 pages of categories, you've reached the maximum number of categories that can be generated. Check our top tips for categorization article before filling in the generated categories.
To copy categories from another channel, follow these steps:
- Navigate to [Your channel] where you want the categories.
- Go to the Categories step.
- Go to the Manual Categorization tab.
- If you don't have categories yet, click Generate categories.
- If you have already added categories, at More actions, click the + icon dropdown. Select the option Generate categories.
- If you have not set the category field yet, select a field in the pop up and click Save.
- Click Save below the list of categories.
- Use the 'Field' and 'Filter' fields to filter on the value of a field, for example: if 'categories' 'is equal to' 't-shirts' then type 'T-shirt' to find the category (internal) 'Clothing & Accessories > Clothing > Shirts & Tops'. This will assign this category to all items that match this filter. Also, the dropdown in the 'Set to category' column will also provide suggestions that best match the value, making manual categorization easier.
- Click Save. The percentage of items allocated to a category will show, as well as the number of items with and without a category. It is ideal to have 100% of your items categorized. If you have not reached 100%, add separate rules to complete your categorization.