Categories Set Up

Prerequisites

⚠️
Ensure you have the role **Admin/Manager/Content Editor **role in the Content Cockpit or access to **Settings→Categories **in the **Custom **role type.

Before you begin, gather the following:

Requirement	Details
Data	Defined naming convention for categories (e.g., Rewards vs. News).
Integrations	None required, this is an internal TRIFFT feature.

Step-by-step setup

1. Open the Categories panel

Navigate to Settings → Categories in the sidebar.

2. Create a new category

Click Add New.

3. Define basic settings

Provide a Category Title (name) and internal Description.
Select the Type to define which section the categories should be applied to.

4. Establish hierarchy

Select the Parent Category if creating a sub-menu structure.

5. Assign visual assets

Assign an icon or image that will represent the category in the App.

6. Set audience targeting

Set the Segments if this category should only show for specific segments.

7. Link content

Link existing Rewards or Articles to the new category via their respective settings.

8. Confirm in-app layout

Confirm the category appears in the In-App Navigation settings.

Example of Take Away Venue/Location sub-category under the parent Dine In / Take Away Category with visibility for All visitors.

Configuration checklist

Run through this checklist before going live:

✅
Readability & Structure

Category names are concise for mobile screen readability

Display order is set correctly (you can adjust it with drag&drop on the list of all categories)

Empty categories are hidden or contain a 'Coming Soon' placeholder

Assets & Logic

Icons are high-resolution but optimized for fast loading

Category tags match the filtering logic in the mobile app