The Categories & Codes tab helps you classify your program for discovery, reporting and integrations. Everything on this tab is optional, but filling it in makes your program easier to find in your programs list and keeps your sales reports and finance integrations accurate.

To open the tab, open your program and select Edit. Under Program Overview in the left-hand menu, select Program Set Up, then select Details & Settings, then select the Categories & Codes tab.

Program Category

Choose the category your program belongs to. The category is used in several places:

• The Sales by Curriculum Category report counts the program's sales under this category. Give every paid program a category, or its sales won't appear in this report.
• The Programs list and Transaction Items show the category, and you can filter the Programs list by it.
• The Guroo API sends the category with the program's enrolments.

The report always uses the program's current category. If you change or remove the category, earlier sales move with it. To remove the category, select Remove Category from Program.

Program Code

Enter the code other systems, such as your finance system, use for this program. Each payment saves the program code at the time it's recorded, and Transaction Items shows that saved code, so set the code before the program takes payments. The Sales by Program report shows the program's current code against every sale.

The Guroo API can also enrol learners into the program using its code, as long as no other Active or Draft program has the same code.

Reference Code and Reference Code 2

Enter any references your finance reports and integrations use for this program. Copies of a program start with these fields empty.

Program Tags

Add tags to group this program with others on your platform. You can add as many as you need, then filter the Programs list by a tag to find every program that shares it.

Tags also control tracking code snippets. A tracking code snippet that's filtered by program tag only runs on this program's catalogue listing, checkout confirmation and enrolment screens when the program has that tag.

Setting Up These Fields

You'll find each field's name, rules and list of values in Categories & Codes, under Program Settings in Program Admin. Read more about curriculum categories and program tags here.

Once your program starts enrolling, you'll be asked to confirm before changing its category, program code or reference codes.

Tip: Select the g icon on the right of the page to open the Guroo Help panel. It explains each setting on the page, based on how your program is currently set up.