11.1 Website Categories

Website Categories provide an organizational method for grouping websites inside AIUNIFY Leads.

Categories are useful when your organization maintains multiple websites for different brands, business units, industries, campaigns, markets, products, services, or client projects.

11.2 Opening Website Categories

The Website Categories workspace is presented as its own management screen with a breadcrumb beginning at Dashboard and continuing to Website Categories.

The availability of category creation, editing, and deletion actions depends on the permissions assigned to the signed-in user.

11.3 Website Categories List

The confirmed Website Categories list contains the following columns:

Column Purpose
Name Identifies the Website Category.
Websites Count Shows how many website records are associated with the category.
Action Contains the category-management actions available to the current user.

11.4 Filtering Categories

The Website Categories workspace supports filtering by Name.

This becomes useful as the category library grows and you need to locate a particular classification quickly.

11.5 Creating a Website Category

Users with the website_categories_create permission, or administrative access, can open the category creation interface.

The confirmed category data includes:

Field Requirement
Name Required text value.
Image Optional category image.

11.6 Category Image Requirements

When an image is uploaded for a Website Category, the confirmed validation accepts:

  1. JPEG
  2. PNG
  3. JPG
  4. GIF
  5. SVG
  6. WEBP

The maximum validated image size is 2048 KB, or approximately 2 MB.

11.7 Category Image Display

The category interface can display the uploaded category image. If no category image is available, the interface provides an image-placeholder presentation instead.

Category imagery is therefore optional and should be used when a visual distinction between groups is useful.

11.8 Editing Categories

When category editing is available to your user role, open the category's Action controls and edit the category information.

The same confirmed Name and optional Image rules apply when updating a category.

11.9 Deleting Categories

The Website Categories screen supports deletion for users with the website_categories_delete permission or administrative access.

The interface also supports selected-row deletion when one or more category records have been selected.

Best practice: Review the Websites Count before deleting a category so you understand whether websites are currently associated with it.

11.10 Assigning Categories to Websites

A website can reference a Website Category through its Website Category field.

Categories are also used by the Websites workspace as a filtering option, allowing you to narrow the website list to a particular classification.

11.11 Recommended Category Structure

Create categories that remain useful as your website library expands. Useful organizational approaches may include:

  1. Brand or company division.
  2. Product or service line.
  3. Campaign type.
  4. Client or account.
  5. Industry or market segment.

Use category names consistently so that category filtering remains meaningful to other authorized users.

11.12 Category Management Workflow

  1. Open Website Categories.
  2. Search by Name if the category already exists.
  3. Create a new category only when an appropriate category is not already available.
  4. Enter the required Name.
  5. Add an optional image if desired.
  6. Save the category.
  7. Assign the category to the applicable website.
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