How To Use Smart Categories in Your CRM
What are Smart Categories?
Your CRM includes a Smart Categories feature that uses artificial intelligence to automatically assign the most relevant category to your courses and communities. This automated tagging helps users quickly find the specific topics they are looking for, improving the overall discoverability of your content.
Key Benefits of Using Smart Categories
Smart Categories streamline content management by automatically handling the organizational work for you.
- Improves Discoverability: Your content appears more prominently in search results and when users filter by category.
- Eliminates Manual Effort: There is no need to manually select and assign categories to your products.
- Automatically Updates: The system reassesses and updates the category if you modify your content, ensuring it remains accurate.
- Increases Visibility: Proper categorization makes your courses and communities easier to find, which can lead to higher engagement.
- Reduces Errors: The AI ensures consistent and accurate categorization across all your offerings.
- Saves Time: You can dedicate more time to content creation instead of administrative tagging.
How Smart Categories Work
The AI analyzes the text from three key areas of your course or community:
- The title
- The description
- The 'About' section
Based on the analysis of this information, the CRM automatically applies the most appropriate category. If you later update any of these fields, the category is automatically refreshed to match the new content.
Optimizing Your Content for Better Categorization
To help the AI assign the best possible category, it is important to provide clear and descriptive content.
- Use Specific Titles: Choose a title that precisely describes the topic, such as "Advanced Social Media Strategies" instead of a generic name.
- Write Detailed Descriptions: Include relevant keywords that explain the content's purpose, target audience, and key subjects.
- Complete the 'About' Section: Provide comprehensive information here to give the AI more context for accurate classification.
- Avoid Vague Language: Phrases like "various topics" or "general knowledge" can lead to less accurate categorization.
Important Notes
The assigned category is displayed on the thumbnail image for each course and community. Because this is visible to users, it is crucial that your content accurately reflects the topic to ensure the correct category is applied. Clear content helps users find what they need quickly.
Frequently Asked Questions
Can I manually change the category?
No, the categorization process is fully automated. This design minimizes manual input and maintains consistency across the platform.
How often is the category updated?
The category is updated automatically whenever you make changes to the title, description, or 'About' section of your course or community.
What should I do if the wrong category is assigned?
First, review your title and description to ensure they clearly communicate the subject matter. If the category remains incorrect after your review, please contact support for assistance.
Does categorization affect how often my content is seen?
Yes. Accurate categorization improves your content's placement in search results and category filters, making it more likely to be discovered and engaged with by users.
Next Steps
- Review the titles and descriptions of your existing courses and communities for clarity.
- Check the thumbnails of your products to see which categories have been assigned.
- Keep your product information up to date to maintain relevant categorization.
- Monitor how your products appear in search and filters to assess the impact.