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Create a category

Create and manage content categories in Optimizely CMS 13. Organize content for filtering, search, and navigation, including top-level and subcategories.

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Note

This topic is for CMS administrators, and developers with administration access rights.

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 property in CMS. Apply categories to content, then build the customized functionality for your website to display the resulting outcome, such as filtering. Do not confuse content categories with Optimizely Commerce Connect categories. See Work with catalog entries.

Create a category with the following steps.

  1. Go to Settings > Categories.

    Screenshot of the Settings Categories page where viewing and managing content categories
  2. Select Create Category.

    Screenshot of the Create Category form where entering the name, display name, and visibility settings
    • Name – This name is used in code when building category-based functionality.

    • Display name – This name is visible in edit view when a user selects categories. You can also language-encode this field.

    • Visible – Select if you want this category to appear in the Select Categories dialog box in edit view.

      Screenshot of the Select Categories dialog box where choosing categories to apply to content in edit view
    • Selectable – Select if you want this category to be selectable in the Select Categories dialog box in edit view.

  3. Drag the grab bars to move this category higher or lower in the list. This sequence determines the order in which categories display in the Select Categories dialog.

    Screenshot of drag bars on categories where reordering the category list to control display order
  4. (Optional) Select Create Subcategory from the menu to add a subcategory to a top-level category. Add the subcategory the same way as the top-level category.

    Screenshot of the Create Subcategory option where adding a subcategory under a top-level category

You can create many subcategories.

Screenshot of a category list with multiple subcategories where showing the hierarchical category structure
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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.