Use the 'Generate categories' function

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 tips for categorization before filling in the generated categories.

1

Go to the channel's Categories step

• Navigate to [Your channel] where you want the categories.
• Go to the Categories step.
• Open the Manual Categorization tab.

2

Generate categories (if needed)

• If you don't have categories yet, click Generate categories.
• If you have already added categories, open More actions and click the + icon dropdown, then select Generate categories.

Generate categories screenshot

3

Set the category field (if not set)

• If you have not set the category field yet, select a field in the pop-up and click Save.

4

Save the generated categories list

• Click Save below the list of categories to persist the generated categories.

5

Map values to categories using Field & Filter

• Use the 'Field' and 'Filter' fields to filter on the value of a field. 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 that category to all items that match this filter.
• The dropdown in the 'Set to category' column will also provide suggestions that best match the value, making manual categorization easier.

Field & Filter screenshot

6

Save and review categorization coverage

• Click Save.
• The interface will show the percentage of items allocated to a category, and the number of items with and without a category.
• Aim for 100% of your items categorized. If you haven't reached 100%, add separate rules to complete your categorization.

Categorization coverage screenshot