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Create Categories for Feature Items
Create Categories for Feature Items
Daniel Murphey avatar
Written by Daniel Murphey
Updated over a week ago

Categories classify different items listed in a feature, like tiers of sponsors, sets of speakers from different organizations, or types of resources for attendees. Putting an item in one or more categories adds the name of each category below the item's label/subtitle in the features list. The categories you create make it easy for attendees to search for feature items in the Event App.

💡 Keep in mind, if you plan to use categories, we recommend setting them up before creating feature items like speaker and sponsor profiles.

Categories are available with the following Event App features:

The process for adding categories to a feature is identical for all the features listed above. Let's learn how to add categories! 🙌

Create a Category

When editing one of the Event App features that supports categories, click the Categories tab, then click New Category.

Screenshot showing the steps just described.

💡 Keep in mind, you can also click the Import button to import a list of Categories.

In the modal that appears, enter the Name of the category, then select a Category Color.

Screenshot of the New Category modal.

💡 Keep in mind, Category Name text is always white, so make sure the Category Color is dark enough to provide enough color contrast for readability.

If you want to make items in this category visible to only certain attendee groups, click the Visible To drop-down and select the appropriate group(s). If you set the feature itself as visible to only certain groups, then the groups you select for categories are subject to those.

When you're finished, click Save Changes.

That's it! When you create or edit an item in the feature list, click the Category drop-down and select any categories the item should be part of.

Screenshot of the Edit Item modal for a speaker. The Category dropdown is expanded.

Now let's examine categories from an attendee's perspective.

Categories in practice

When attendees use your Event App, they can use categories in two ways:

  • The Category is listed below the item's Name to give attendees more context.

  • Attendees can click the filter button in the top right corner of the screen to filter by Categories or No Category. Selecting multiple categories refines the search even further!

Screenshot of searching for sponsors using Categories as filters on the Web App.

For the Speakers, Sponsors, Exhibitors, and Custom List features, the category name also appears when attendees click or tap into an item.

Screenshots showing categories on an item in the Web App and Mobile App.

In the Mobile App, if all categories don't fit on the screen, users can scroll to the side to find the rest.

Animated GIF of a Speakers feature on a mobile device. The user is horizontally scrolling categories.

Now you know all about Categories. Go try them out for yourself with your speakers or sponsors! 🌟

Questions? Chat Us or Email support@socio.events

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