Catalogs are a collection of Products in a customizable, viewer friendly portfolio that can easily be shared with internal and external audiences.
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Please note: Some steps in this article require specific user privileges. If you cannot complete certain steps, please contact your Administrator for a review of your assigned privileges. |
Create a new Catalog
There are two ways to start creating a new Catalog.
From the Product Hub
Find and select the products you want to add to your new catalog using the checkboxes on the left side of the table. Once you have selected at least one Product, click on "Add to Catalog".
In the "Add To Catalog" overlay, click on "Add New Catalog".
From the Catalog page
Click on "Products" in the top right corner, then select "Catalogs".
Click "Add Catalog".
Either option will open the "Add New Catalog" overlay, where you can give your new Catalog a name.
You can also add a description and select a View, or do so at a later point.
Views are a powerful tool, as they allow for Product information to be tailored for a specific audience or purpose. Once assigned, a View provides structure to the Attribute Groups associated with the Products within the catalog, ensuring that the recipient only has access to the data they need. This helps focus the available Product data so that it aligns with the Catalog's purpose.
Click "Add Catalog" to finalize the process.
You will be forwarded to the Catalog's detail page, where you can make further changes, as described in the section "Edit an existing Catalog".
Edit an existing Catalog
Update Catalog details
On the Catalog page, click on the Catalog you want to update to open its detail page. On the detail page, click on "Edit" in the top right corner.
Update the Banner Image
On the Catalog's detail page, click on "Add Image" on a new catalog, or on "Change Image" on an already existing Catalog.
Select an image from your library through the pop-up window.
Add Products
From the Product Hub, select the Products you wish to add by selecting the checkboxes on the left of the table. Click on "Add To Catalog".
Select the Catalog you want to add the Products to from the drop-down menu, then click "Add to Catalog".
Share a Catalog
To learn how to Share a Catalog, please visit the article "How to: Share Product Hub content".
Export a Catalog
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Please note: Share Links have an expiration date. If the link has expired, contact the sender for an updated link. |
If you have received a Catalog Share Link, you can export Products directly from the Catalog view. Open the Catalog using the link, then click on "Export" in the top right corner.
Enter your email address in the pop-up, then click "Export". You will receive an email containing a link to a downloadable version of the Catalog.
Here's the full Catalog Groups section with the images properly formatted: html
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Manage Catalog Groups
Catalog Groups allow Admins to organize the Catalogs page into named, collapsible sections, making it easier to navigate as your catalog library grows. Catalogs not assigned to any Group appear in an Ungrouped section at the bottom of the page.
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Please note: Managing Catalog Groups requires Admin privileges. |
Create and manage Groups
On the Catalogs page, click on "Manage Groups" in the top right corner.
From the Manage Groups page, you can create, rename, delete, and reorder Groups. Each Group displays the number of Catalogs currently assigned to it.
To add a new Group, click "Add Group" and enter a name.
To rename or delete an existing Group, click the corresponding icons next to the Group name.
To reorder Groups, drag and drop them into the desired position. The order set here is the order all users see on the Catalogs page.
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Please note: Deleting a Group does not delete the Catalogs assigned to it. Those Catalogs will move to the Ungrouped section automatically. |
Assign a Catalog to a Group
Group assignment is managed in Catalog Settings. On the Catalogs page, click on the Catalog you want to assign, then click "Edit" in the top right corner.
In the Groups field, select one or more Groups from the dropdown. Click "Save" to confirm.
A Catalog can belong to multiple Groups and will appear under each of them on the Catalogs page.
When copying a Catalog using "Make a Copy", Group assignments carry over to the new Catalog automatically.