Categories

In Optimizely Content Management System (CMS), a category classifies content, such as for building filtering features for search and navigation. You create categories in admin view, and apply them to content in edit view. (A category is also known as a taxonomy; a system of classification.)

A category is a built-in property in CMS. You can apply categories to content, but you need to build the customized functionality for your website to display the resulting outcome, such as in a filtering. Also, do not confuse content categories with Optimizely Commerce Connect categories; see Work with catalog entries.

Create category

Create a top-level category as follows:

1. Go to Settings > Categories and click Create Category. A window displays.

   

2. Fill in the following fields.

   
   • Name – Specify a name used in code when building category-based functionality.
   • Display name – Enter a name that is visible in edit view when a user selects categories. You can also language-encode this field.
   • Visible – Select to display the category in the Select Categories dialog box in edit view.
   • Selectable – Select to make this category selectable in the Select Categories dialog box in edit view.

3. Use the grab bars if you want to move this category higher or lower in the list. This sequence determines the order in which categories appear in the Select Categories dialog box.

4. If you want to add a subcategory to a top-level, select Create Subcategory from the menu.

   

5. Add the subcategory in the same way as the top-level category.

   

Delete or change a category

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Warning

Depending on how a category is used on your website, changing or deleting a category may cause things to stop working. Check with your developer before changing or deleting a category.

1. Go to Settings > Categories.

2. Select More (...) > Delete. A confirmation windows displays.

   

3. Click Delete.

Add categories to a page

When you are editing a page, like News & Events, click the Category menu.

Select the categories you want for the page and click OK. The categories display in the Category field as shown in the previous image.