Product Catalog

The Product Catalog is the master list of all products, categories, and taxonomies in Loyal Guru. It is the reference layer for all product-level conditions in discounts, points campaigns, challenges, and audience filters. Keeping it accurate ensures every campaign targets the right SKUs and categories.

What You Can Do

Capability	Benefit
Create and manage products with pricing and status	Makes SKUs available for promotion targeting immediately
Create and manage product categories	Groups SKUs for targeted discounts and points campaigns
Create internal product categories	Maps your platform categories to your company's own classification system
Define product taxonomies (Brand, Own Brand, Supplier, Principal categorization)	Enables consistent classification across channels
Sync from POS or e-commerce via Streaming API	New products automatically become eligible for active promotions

How It Works

1. The product catalog is seeded during onboarding from your POS or e-commerce product feed.
2. New products sync automatically as they are added to your source system via the Streaming API ingestion pipeline.
3. The platform maps products to categories and taxonomies defined in your company data structure.
4. Any active discount or points campaign referencing a category automatically applies to all products in that category.

Products

Go to Company Data → Products Catalog → List tab.

Fields

Field	Description
ID	Unique numeric identifier assigned to each product. Cannot duplicate an existing product ID. Use this or Code.
Code	Unique alphanumeric identifier assigned to each product. Use this or ID.
Name	The product's common short name (e.g., Soda drink).
Status	Active — the product exists in the catalog (regardless of availability). Inactive — the product is not currently in use.
Description	A brief sentence describing the product.
Price	The price in the company's configured currency.
Category	The product category the product belongs to. Select from the available dropdown menu.

Searching and viewing products

1. Go to Company Data → Products Catalog.
2. Use the filter fields to search: ID, Code, Name, Status.
3. Click Search.
4. In the results table, click View on any row to see full product details, including price and the categories it belongs to (displayed as [Product taxonomy] — [Product Category Name]).

Creating a product

1. Go to Company Data → Products Catalog → List tab.
2. Click Create New Product.
3. Fill in the required fields (see table above).
4. Click Save.

Editing a product

1. From the product list, click Edit on the target row, or open the product details and click Edit.
2. Update any of the editable fields: Name, Code, Status, Description, Price.
3. Click Save.

note

The ID field is auto-assigned and not editable after creation. The Category assigned to a product determines which discounts and points campaigns apply to it.

Product Categories

Categories group products within a taxonomy. They are the primary targeting unit for discounts, points multipliers, and challenge definitions.

Go to Company Data → Products Catalog → Categories tab.

Fields

Field	Description
External ID	An ID imported from the company's existing sorting (not generated by Loyal Guru). Can be entered manually.
Name	The category's common name (e.g., Drinks).
Slug	A slug identifier (appears as Key in the search screen). Not editable after creation.
Taxonomy	The taxonomy this category belongs to. Select from the dropdown.

note

The CDP internal ID is generated automatically after a category is created. It is distinct from the External ID.

Searching and viewing categories

1. Go to Company Data → Products Catalog → Categories tab.
2. Filter by ID, External ID, Name, Key, or Taxonomy.
3. Click Search. The results table also shows Synchronization date (last time data was changed or created).
4. Click View to open the Product category details page. From there you can navigate to the associated taxonomy or search products within the category.

Creating a product category

1. Click Create New Product Category.
2. Fill in External ID, Name, Slug, and Taxonomy.
3. Click Save.

Editing a product category

Only Name and Taxonomy are editable. External ID and Slug are fixed identifiers and cannot be changed.

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Internal Product Categories

Internal categories allow companies to create an alternative classification layer that maps platform categories to the company's own internal structure.

Go to Company Data → Products Catalog → Internal categories tab.

Fields

Field	Description
Name	The internal category's common name (e.g., Soft drinks).
Slug	A slug identifier in the search view. Not editable after creation.
Taxonomy	The taxonomy this internal category belongs to. Select from the dropdown.
Product Categories	The existing product categories grouped under this internal category. Select multiple.

Creating an internal product category

1. Go to Company Data → Products Catalog → Internal categories tab.
2. Click Create New Internal Product Category.
3. Fill in Name, Slug, Taxonomy, and select the Product Categories to group.
4. Click Save.

Editing an internal product category

Only Name and Taxonomy are editable. Slug is not editable.

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Product Taxonomies

Taxonomies define the classification system for product categories. They must exist before categories can be created.

Go to Company Data → Products Catalog → Taxonomies tab.

Taxonomy types

Type	Description
Brand	Groups products by their brand name (e.g., Duff Beer).
Own Brand	Groups products from a private label owned by the retailer (white label).
Principal categorization	Custom taxonomy with configurable hierarchy levels.
Supplier	Groups products by the name of the supplying company (not the brand).

Fields

Field	Description
Name	The taxonomy name. Use meaningful names aligned to the type (e.g., Brand, Supplier).
Slug	A unique slug identifier (letters, numbers, underscores, hyphens only). Appears as Key in the search view. Not editable after creation.
Origin	Internal — created in the Loyal Guru platform. External — imported from the company's own database.
Type	One of Brand, Own Brand, Principal categorization, or Supplier.
Level	For Principal categorization type: hierarchy level starting at 1 (the root grouping all others).
Main	Checkbox indicating whether this taxonomy is used for system segment calculation.

Creating a product taxonomy

1. Go to Company Data → Products Catalog → Taxonomies tab.
2. Click Create New Product Taxonomy.
3. Fill in Name, Slug, Origin, Type, and Level (for Principal categorization).
4. Click Save.

Editing a taxonomy

Name, Origin, Type, and Level are editable. Slug is not editable.