Catalogs allow you to collect Products in a customizable, viewer friendly portfolio that can easily be shared with internal and external audiences.
Catalogs let you organize and showcase Products in a manner that is both customizable and visually appealing. They enable users to curate a portfolio that reflects their unique offerings, making it easier to present these products to various audiences. Whether you are sharing your catalog with internal teams for strategic discussions or with external clients and partners for promotional purposes, the flexibility of catalogs ensures that your product presentation is tailored to meet the specific needs and preferences of your audience. This ease of sharing enhances communication and collaboration, ultimately leading to more effective engagement with stakeholders.
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Please note: Most Catalog functions are accessible to all user roles, but 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
From the Catalogs page, click on the Catalog of your choice to open its detail page.
On the Catalog detail page, click the -icon and select "Share"
Use the "Sharing" overlay to set an expiration date for the generated link. You may also create a custom name, which will affect the generated URL.
You can then copy and paste the Share Link to send to your recipient.
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.