> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-category-and-sku-exception-lists.md). # Create Category Exception Lists Create category exception lists to apply different payout rates by category. Take the PXA course Category exception lists let you pay partners different rates based on the category associated with an action. **When would I use this feature?** * **Lead Gen:** Category-based payouts may be implemented for lead generation campaigns that wish to vary payouts according to demographics. For example, your business may have a higher lead conversion rate for customers from the United States as compared to other countries. You could then decide to assign a higher category payout to leads for customers in the US. ## Create a category exception list 1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F210dEQa93qyQgoJDkieL%2FUser%20profile.svg?alt=media\&token=f84c5b17-fae4-4a30-990a-9de5e57a150b) **\[User profile] → Settings**. 2. In the *Program* column, scroll to *Exception Lists* and select [**Category**](https://app.impact.com/secure/advertiser/campaign/itemlist/view-categoryitemlist-flow.ihtml). 3. In the upper right corner, select **Add New Category List**. 4. Fill out the following information:

Field	Description
List Name	Add a name for this list—this will only appear internally to you and other account members; partners will not see it.
Associate Event Type	Select 1 or more event types to associate with this exception list.
Match Expression	[Advanced & Optional] Enables the system to match a part of the category value via specifying a regular expression with 1 grouping. The value represented by the grouping will be matched against the category value in this list. If you have a use case for regex but are unsure how to configure it, contact support.

5. Select **Save and Add Items** to continue. 6. You can add **Categories** and optional **Display Values** using the fields in the UI, or you can **Upload a CSV or Excel file** with your categories. 7. Once you've added items or uploaded a file, select **Save** to complete the process. You'll now see your new category exception list on the *Category Lists* screen.

## Category exception list format Create a .CSV or .XLS/.XLSX file using the two column names below.

Column	Type	Required	Description
Category	String	Yes	The value that is included in tracking conversion data.
Display Value	String	No	Enter a display value if you want to show a different value in reporting. For example, if the Category value is some sort of computer generated value, then you might want to enter a display value to make it easier to understand in reporting.

**For example:** ```programlisting Category, Display Value NEW PRODUCTS, Latest Releases ``` Typically, payout rates are based on item categories; however, you can also set a payout rate for a specific item. You would need to create an item category for each item you want to have a specific payout. When you create template terms, you'll need to specify payout rates for each category list. All category names associated with a category list will have the same payout rate per the contract. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.impact.com/brand/what-would-you-like-to-learn-about/account-administration/program-settings/exception-lists/create-category-and-sku-exception-lists.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.