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Use the Categories screen to group products into categories for your storefront. Each category has its own title, description, image, product list and storefront settings.

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Where to find it

In the admin sidebar, under Storefront, select Categories.
To open this screen, your role needs View only or Full access for Categories. To create, edit or delete categories, it needs Full access. On the Roles screen, Categories is in the Commerce card. Open the card and set access from the Categories area’s menu, not the card’s.

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What’s on the screen

The Add Category button is at the top of the page. Below it is the list of categories.
  • The All, Published, Scheduled, Draft and Archived tabs filter the list by status.
  • Use the search box to find a category by name.
  • Sort the list by Name or Date Modified. Until you choose a sort, the newest categories are first.
The list has these columns:
  • Preview: the category’s image, or an empty frame if it has none.
  • Name: the category’s title.
  • Status: Published, Draft, Archived, or Scheduled with the date and time it goes live.
  • Countries: All when the category is available in every country you sell in. Otherwise, the flags of the countries it’s limited to, with a count such as +3 for the rest.
  • Date Modified: when the category last changed.
Click a category to open it. Each row’s actions menu has Edit and Delete. To delete several categories, select their rows; the selection’s menu shows the count, such as Delete 3 categories. A banner above the list offers a new version of the table. Click Try it to use it, or Switch back to return. The new table adds Status and Country filters. Your choice is remembered on that device.

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Create a category

1

Start a new category

On the Categories screen, click Add Category. The Create Category page opens.
2

Enter the details

In the Category Details card, enter a Title. Add a Description if you want one; the editor has formatting tools such as bold, lists and links.
3

Add an image

Under Media, click Select Image and choose or upload an image. JPG, PNG, GIF, WebP, BMP and SVG files up to 10 MB are supported.
4

Add products

In the Associated Products card, click Add Products and select the products you want. There’s no limit on how many products a category holds. Drag products to set the order they appear in on your storefront.
5

Set the status

In the Status card, choose a status. A new category starts as Published, so choose Draft if it isn’t ready. See Status options.
6

Set the other cards

Optionally, limit the Countries, choose a Theme Template, and edit SEO And Link Sharing. See Cards on the category page.
7

Create the category

Click Create Category. A confirmation message appears and the category’s page opens.
Fill in the Metafields card after you create the category, from the category’s page.

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Edit a category

1

Open the category

In the list, click the category, or choose Edit from its actions menu. The Category Details page opens.
2

Make your changes

Change the fields and cards you need, add or remove products, or drag products into a new order.
3

Save

Click Save. A confirmation message appears when the category is saved.
The title at the top of the page shows the category’s name and a badge with its current status.

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Status options

The Status card has four options:
  • Published: live and visible to the public.
  • Draft: hidden from public view.
  • Scheduled: goes live automatically at a date and time you choose. Pick the date and time, then click Schedule Activation. The card then shows the scheduled date.
  • Archived: retired and hidden from public view.
Scheduling isn’t a privacy setting. A scheduled category is reachable by direct link before its scheduled date. The date controls when it appears in listings and becomes available for search engines to index.

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Cards on the category page

  • Metafields: values for any metafields your company has defined for categories. Each value has its own Save button. To define metafields, see Metadata Definitions.
  • Countries: the countries where the category is available. Leave it on All Countries to make it available in every country you sell in, including countries you add later. Choose countries to limit it to those.
  • Theme Template: the template from your active theme that displays the category. If none is chosen, the theme’s default category template is selected for you. If your theme has no category templates, choose Create Template to add one.
  • SEO And Link Sharing: how the category appears in search results and shared links. See Edit SEO and link sharing.
  • Fluid Connect: appears only when your company has a connected Exigo, InfoTrax, ByDesign or Pillars droplet, and links to that droplet.
  • Analytics: the category’s Shares, Page Speed and Content Compliance. Click a metric to see its details. You can request a new page speed or compliance scan from its details; results can take a few minutes.
1

Open the panel

In the SEO And Link Sharing card, click Edit.
2

Edit the search text

Edit the Title Tag and Meta Description. They start from the category’s title and description. The suggested lengths are 70 characters for the title tag and 160 for the meta description.
3

Set the image and preview

Add or replace the SEO Image. Use the Preview menu to see the category as a Google Search Result, a Text Message or on X (formerly Twitter).
4

Set the URL and visibility

The URL field shows the category’s address. Turn on Use custom slug to edit the URL Slug; otherwise the slug is made from the title. Turn off Search engine visibility to keep the category out of Google and other search engines.
5

Close the panel and save

Click Done, then click Save on the category page.
Done is grayed out until the Title Tag has at least 3 characters and the Meta Description has at least 5.

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Other actions on a saved category

  • Preview opens the category on your storefront in a new tab.
  • Translations opens the category’s Category Title, Description and Category Image in each of your active languages. Save your translations from that panel. To manage languages, see Languages.
  • Reset Cache, in the Actions menu, clears the storefront’s cached copy of the category.

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Delete a category

1

Choose Delete

In the list, choose Delete from the category’s actions menu. To delete several, select their rows and choose the delete option that shows the count, such as Delete 3 categories.
2

Confirm

In the confirmation dialog, click Delete.
You can also open a category and open the Actions menu and choose Delete Category, then click Delete Category to confirm. You return to the list.
Deleting a category can’t be undone.

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Frequently asked questions

Enter a Title in the Category Details card. Create Category is available once the category has a title.
Preview isn’t on the Create Category page. It appears at the top of the category’s page after you create it.
The category isn’t limited to particular countries. It’s available in every country your company sells in, including countries you add later.
Your role can view categories but doesn’t have Full access for Categories. Without it, a category’s page opens read-only, with no Save button. Ask an admin who manages roles to update your role. See Roles.