Definitions

Taxonomy

A classification scheme. A noun (or short phrase) that describes the type of information conveyed by the terms under the taxonomy. Examples: Duration, Ages, or Activity Category.

Taxonomy Term (or just Term)

A classification. A snippet of information unique to a subset of all activities that fits within the classification scheme of the term’s parent taxonomy. Examples: 1 hour, 8-12 years old, or Diving.

Taxonomy Sub Term (or just Sub Term)

A further classification to organize activities within terms. Examples: ’18+’ and ‘21+’, under the term ‘Adult’, under the taxonomy ‘Age.’

About Activity Taxonomies

Categorization is the most basic and effective way of creating a streamlined booking flow with a high conversion rate. It makes life easier for the customer by guiding them to the activity that’s right for them. This is a great way to condense information that is otherwise buried in content and pull it out such as duration, type of activity, times offered, location, etc. Even one page activity sites can benefit from taxonomies.

The Default Activity Category Taxonomy

All FH Sites start with a default Activity Taxonomy named Activity Category. This is good for grouping activities under headings like Land, Sea, and Air and even sub-headings like Sea > Scuba Diving and Sea > Snorkeling. Just about any site with more than 5 activities should make use of the Activity Category taxonomy.

Custom Taxonomies

Sometimes more rigorous organization is necessary to create an optimal booking flow. For example, a customer may also wish to filter activities by Duration or by Age Requirement, and indeed these criteria might be crucial to determining which activities are even viable for said customer. In these cases it is appropriate to use custom taxonomies, which can be defined below.

How to Add Custom Taxonomies

1. Define Taxonomies
   1. Navigate to Settings > Activity Settings > Taxonomies.
   2. Add all the taxonomies you are looking to create.
      1. Taxonomies added here are not the individual taxonomy terms but the high level type of information you will be sorting activities into.
      2. Example – Duration, Ages, Location. They should not be 21+, 2 hours, 3 hours, etc.
   3. In the top left corner of the taxonomy card, there is a down-arrow. Click this to customize the taxonomy’s appearance (setting an icon – like an hourglass to represent duration).
   4. Make sure to press Update before leaving the page.
2. Define Taxonomy Terms
   1. Navigate to Activities > [Taxonomy you just created] (e.g. “Duration”).
   2. Scroll down to the “Add New Tag” fields
   3. Describe the quality being measured (in consistent units, if possible) in the Name field
      1. Example: if you set Duration as a Taxonomy in step 1, then navigated to Activities > Duration, you would define your taxonomy terms as 1 hour, 2 hours, 3 hours, and so on for each unique duration you need to accurately describe your activities’ durations.
   4. No other information is needed. Ignore the slug, description, Term Information, Seo and Custom Layout fields.
   5. Click Add New Tag at the bottom of the page to save your term and repeat steps for as many terms as you need.
3. Assign Taxonomies
   1. Once you have defined your taxonomy terms, you are able to assign these terms to your single activities. You can either use Quick edit from Activities>All Activities, or the Taxonomies tab on a single activity edit page.

How to Order Taxonomies:

The order that taxonomies display in on the front end can be edited from Activity Settings.

1. Navigate to Settings > Activity Settings > Taxonomy Term Ordering
2. Each taxonomy should have a dropdown field where you may select terms
3. Drag and drop the terms in the order you want it to display on Activity Pages, Activity Blocks, and Activity Grid Filters

Terms should follow a natural, ascending order depending on what’s being measured:

• Alphabetical order for terms without units (location, activity type, difficulty, etc)
• Smallest-to-largest for terms with units (duration, ages, capacity, etc)

The Location Taxonomy

The location taxonomy is unique. Enabling it can help easily represent multiple dashboards, multiple locations, or multiple sets of contact information for larger clients.

Normal taxonomies only interact with Activities and their preview containers (Search By Date, Activity Grids, filters, etc).

The location taxonomy keeps those functions AND gains the ability to store shortname and contact info (much like Company Settings) when creating taxonomy terms…

…and relay that information to specific blocks often used in Footers and Contact Us pages:

• Business Hours block
• Contact Info block
• Google Map block
• Social Media Links block

This makes creating footers, contact info pages, and more for each location much easier.

It automates contact information updates for Sites Support as well since they can be sure the correct contact information for each location is centrally pulled from that Location’s term Contact Info tab.

Creating the Location Taxonomy

To start, navigate to Settings > Activity Settings > Taxonomies.

1. Creating the Location Taxonomy:

   1. Click Create New Taxonomy
   2. Select Location as a preset or describe the type of location terms in the write-in option (Example: City)
      1. This taxonomy title will be presented to customers on the front end
   3. Click on the down arrow that appears in the top left corner of the row
   4. “Location Taxonomy” MUST be checked to have the Location Taxonomy capabilities described above
   5. Make any display settings choices (icon, privacy on pages/blocks) before pressing Update

2. Define Location Terms

   1. Navigate to Activities > [Location/City/Whatever you just created]
   2. Scroll down to the “Add New Tag” fields
   3. Put the location title in the Name field (e.g. “Amsterdam”, “Chicago”)
   4. Ignore the remaining fields except for Location Contact Info, Location Business Hours, Location Social Media URLs
   5. Fill out these fields with the available contact/dashboard info
   6. Click Add New Tag at the bottom of the page to save your term and repeat steps for as many terms as you need.

3. Assign Taxonomies

   1. Once you have defined your taxonomy terms, you can assign these terms to your single activities if needed (like if your locations serve as Categories and customers should be able to filter which activities are available in their location from a large grid).
   2. You can either use Quick edit from Activities > All Activities to search for Location terms, or the Taxonomies tab on a single activity edit page.

4. Create Location Peripherals

   1. Each location and its pages/activities need location-specific footers at minimum
   2. Duplicate your first location’s footer (the location recorded in the original Company Settings)
   3. On each location’s footer, override the blocks’ default location content by using the Location dropdown or checkboxes on these blocks:
      1. Contact Info
      2. Google Maps
      3. Business Hours
      4. Social Media Links
   4. The location’s footer should now rely on the selected Location term’s Contact Info, Business Hour, and Social Media URLs tab.

Supporting the Location Taxonomy

To update any Location-specific content like Footers or Contact Us pages on live sites:

1. Navigate to Settings > Activity Settings > Taxonomies
2. Expand the taxonomy you believe to be location related (a down arrow should appear in the top left corner of the taxonomy’s row while hovering your cursor over it) and make sure “Location Taxonomy” is checked under Taxonomy Options
3. Once you’ve confirmed that setting is enabled, find the same taxonomy from Activities > [Location/City/Whatever you found]
4. After clicking into the Location taxonomy, click on the location term (e.g. “Denver”) to access its settings
5. Scroll down to find the Location Contact Info, Location Business Hours, Location Social Media URLs tabs and make whatever edits you need

How to Create Sub Terms and Use Sub Term Filtering

To create sub terms:

1. Add the sub terms and regular taxonomy terms
2. Under Activities > [Taxonomy] find the term that you want to make a sub term and click edit.
3. In the Parent Category setting, select another term within the Taxonomy to nest the sub term under.

To use filtering with sub terms:

1. Under Activity Settings > Taxonomies tab > [Taxonomy dropdown], Check the Hierarchical option. A sub term label and sub term icon will appear.
2. Add a subterm label that applies to all sub terms (ex. ‘Ships’ is the sub term label that refers to the ship name sub term nested under individual cruise line names.) You can also optionally add an icon here.
   • Now that you have added the sub term label, the sub terms will appear in their own column left of the corresponding taxonomy column in activity filter bars.
3. On an activity grid row that should be filtered, select “Allow users to filter activities by taxonomy terms.” under the options tab.
4. In the multiselect bars below, include all parent terms that users should filter by. All sub terms will automatically show for each selected parent.

Taxonomy Term Ordering

By default, when more than one term is selected for an activity taxonomy, they will show in a list sorted into alphanumeric order. This means 15 hours would show after 1 hour, but before 2 hours, for example.

To override this behavior, go to Settings > Activity Settings > Taxonomy Term Ordering, and reorder the terms in the fields for each taxonomy. Lists of terms will show in the order that they are set on this tab. You may deselect terms from the fields as well, in which case they will show in default order at the end of the list (after the ordered selected terms).