Introduction
Managing multiple campaigns can be more efficient by categorizing them into groups and sub-groups. The "Campaigns Categories" feature enables you to do this. Follow the steps below to activate and make use of this feature:
1. Activating Campaigns Categories
Go to the merchant panel and navigate to Configuration > Features > Campaigns Categories > Activate.
2. Creating Categories
To create or manage campaign categories, go to Campaigns > Campaigns Categories. Click "New Category" and select the created category to edit its details. Define the Name, Visibility, and Description, and save your changes.
3. Creating Sub-Categories
To create a sub-category, click the + button of the parent category. Select "New Sub-Category" to edit its details. You can create as many categories or sub-categories as necessary.
4. Managing Parent Categories
To create another parent category, click the "New Category" button again. You can set any parent or sub-category as the default by clicking the "locker" icon. Remember to "Save structure" after making any changes.
5. Adding Campaigns to Categories
Go to Campaigns > Campaigns Manager > Add New or Edit any campaign > Scroll to the "Categories" section > Click "Change". Select the category or multiple categories the campaign should belong to. Ensure to "Save modified rows" before closing the modal window.
Conclusion
With this configuration, you and your affiliates can now filter campaigns by category. The "Categories" field is automatically included in the default filter section in Campaigns > Campaign Manager > Advanced Filter (Merchant Panel) or Promotions > Campaigns -> Advanced Filter (Affiliate Panel). Note that if all your top categories have subcategories, the top categories are listed in separate boxes on the filter, which might be useful for users with a reasonable number of top categories.