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How to Create and Use Custom Content Categories

Use Custom Categories to better organize the content you share with your communities. Here's how it works!

1. Understand what changed 0:00

  • Patter apps now support customizable content categories.
  • You are no longer limited to the old static content types:
    • Information
    • Events
    • Take Action
  • You can now create up to seven categories that better match your organization’s needs.

 

2. Create a new category 0:26

  • Go to Content.
  • Open the New Categories tab.
  • Click New Category.
  • Enter a name for the category.
  • Repeat as needed until you have the categories your organization wants to use.

 

3. Assign categories when creating content 0:37

  • When you create a new content item, you will now choose a content category instead of a content type.
  • Select the category that best fits the item.
  • This helps keep content organized in a way that matches your workflow.

 

4. Sort and review content by category 1:04

  • Return to the content table.
  • You can now sort by category.
  • This makes it easier to:
    • Find published content
    • Stay organized
    • Spot gaps in your content strategy
  • Example: filter to view only Meetings content.

 

5. Let app users browse by category 1:34

  • App followers can also use these same categories in the app.
  • From the app home screen, users can go to Settings.
  • They can select a category, such as Meetings, to browse matching content.
  • To view everything again, they can tap All.

 

6. Key benefit and support 1:49

  • Custom categories make content easier to manage for your admin team.
  • They also make it easier for app followers to find the content that matters to them.
  • If you have questions, contact the Pattern Success Team for help.

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