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Set up Categories to segment your data and produce reports easily

Updated over a week ago

Categories will be one of the first things we set up during your onboarding. They are used divide and filter content throughout the front-end member experience. They can be used in a variety of content types such as directory locations, events, member benefits, newsletters, a staff directory and membership types.

Categories can also allow you to segment data reporting.

Getting started

Get started by logging into PeopleVine, navigate to the dropdown menu in your control panel

Select Manage Categories under Settings and Tools. ​

From this menu you can see and manage your existing categories. If you do not have any you can create one by selecting 'Create A New Category'

Categories can be utilized by a number of different content types such as directory locations, gallery, content, products, events, and memberships types.
Category types such as content and newsletters can be used to categorize content such as blog posts and campaigns – these are applied as filters for your content.

Other category types like gallery and directory location also act as filters but can be access via direct link in there category menus and used to further segment into your customer experience.

Parent categories

These are configured by your onboarding team to allow content to be visible to your members and guests in the correct way.

While you can change and re-order these categories (highlighted in yellow above), please avoid removing the main categories once they are configured as this may affect the user experience for members and guests.

Please avoid removing categories tagged with a green 'main ' category.

Parent vs. linked categories

Parent categories are used to show components such as club benefits, a staff directory, dining spaces (directory profiles), spa & wellness, meeting rooms (appointments) and blog posts on the home page (blogs).

Once a parent category has been created, you may add sub-categories so they appear under the correct page in the member portal. An example is seen below on the home page of a member portal (2.0):

You can re-order, add, remove or change these sub-categories at any time.

How to Create a Category

How to add a new category

  1. Click on your company dropdown menu in the top left corner.

2. Navigate to Categories.

3. Click Setup New Category.

4. Choose a name for your Category.

5. Choose a component to assign your category to from the Specific Component dropdown. If you would like to assign your category to multiple components, you should select Universal Category.

6. If you would like this category to be visible to members and guests in the portal, make sure to turn on the "Display to Customers" toggle button.

7. Scroll down to 'Meta data & advanced options' and from the parent category dropdown field, select the page you would like to add the sub-category to.

8. In the 'order' field, enter the order in which you would like this sub-category to appear on the page. See below for an example.

9. Repeat process until you have added all sub-categories. Remember, these allow you to control how content is viewed in the portal.

10. Once finished, click Create.

How to edit a category

  1. Click on your company dropdown menu in the top left corner.

2. Navigate to Categories.

3. Click 'Manage Categories'.

4. Locate the category you would like to edit.

5. Click edit to the right.

6. Make any changes to the settings for the category.

7. Once finished, click 'update category'

How to delete a category

  1. Follow steps 1 - 3 from How to edit a category

  2. Locate the category you would like to delete.

  3. Click delete to the right.

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