Categories and filters to classify and organize events

If you have a lot of events or many different kinds of events, you can classify and organize your events by configuring any or all of the following classification filters:

  • Categories
  • Age Groups
  • Genders
  • Price Ranges
  • Levels

Any categories and filters that you set up will be reflected both internally and publicly. Internally, this will be available to you within the app, allowing you to filter based on the categories and filters you created. This is helpful when searching for a particular event or group of events or certain attributes amongst your attendees, and for exporting data out of Corsizio. Publicly, this enables your audience to quickly and easily find and filter on events that match their needs on your auto-generated portal site.

Category configuration

Categories are one of the filters that you can use to narrow down items in the event list within the app or on the portal site. These categories are arbitrary and completely customizable based on how you would like to arrange the events within your account.

To configure categories for the account, follow these steps:

  1. Go to Settings, select Configurations, and then Categories from the left side menu.
  2. Check "Enable and use categories as a filter for events" in order to use this feature. (You can disable this feature anytime.)
  3. Add a new category as many times as you need, one entry at a time, saving after each one.

  4. You can color code categories, delete categories, and sort categories up and down to change their order anytime. 

Filter configuration

Other filters are configured just like categories, where you enable or disable each one based on your needs and input the specific classification terms you wish to use for each filter.

To configure filters for the account, follow these steps:

  1. Go to Settings, select Configurations, and then select the filter you wish to work with: Age Groups, Genders, Price Ranges, or Levels.

  2. Check the box to "Enable and use" any of the filters you wish to use or uncheck the box to disable any filters you do not want. You can "Add a new filter" group as many times as you need, one entry at a time and saving after each one. You can also sort filter entries up and down to change their order anytime or delete them.

Examples: How categories and filters are used and displayed

Category filter examples can include the types of events offered, topics, geographical area, levels, seasonality, etc.

Age group filter examples can include specific ages, age ranges, or age brackets, like Youth, Adult, and Senior.

Gender filter examples can include Girls, Boys, Women, Men, Female, Male, Non-binary, etc.

Price range filters can have a [from] price value and a [to] price value to create a price range. You can leave a field blank to indicate an "Over ..." or "Under ..." type of range. For example, [ ] to [50] will be labeled as "Under $50". Use the value [0] on its own in either field to have a range labeled as "Free". 

Levels filter examples can include numbered levels, like Level 1; numbered grades, like Grade 7; or skill levels, like Beginner, Intermediate, Advanced, etc.

Note: Filters apply to event records and not to attendee registrations, hence they are NOT included in any CSV exports. If you need to access and export any event filter information, then you will need to use the Developer API to extract this information programmatically.

Here is an example of what color-coded categories would look like in the account:

The filters that you enable will be visible to your audience on the auto-generated portal site. Each filter has its own dropdown menu for people to explore the events offered and find events that are suitable for them. If you are using color-coded categories, these will also be reflected in the category dropdown menu, each event listing, and event calendar on the portal site.

Here is an example of what the filter menu and color-coded categories would look like on the public portal site:

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