Categories

Categories could be used to organize email campaigns, mailing lists and segments. They are optional to setup and allow administrators to view information by category instead of everything at once. This does not move the campaign out of the ‘All’ category; it will apply a tag to the campaign and group the campaigns accordingly.

• Create a New Category 

• Add to Category 

• View Items in Category

• Manage Categories

 

Create a New Category

New categories could be created at anytime to organize information.

1. Log in to website and access Email Marketing Module.
2. Select Email Campaigns or Lists and Segments > Mailing Lists or Lists and Segments > Segments from the left navigation.
3. If Categories is hiding. Click the arrows between the left navigation and the Email Campaigns / Mailing Lists /Segments table to expand the Categories.  
4. By default, View All will be the only category set up with the New Category button.
5. Click New Category button.
6. In the New Category dialog box:
   • Category name - Enter a name for the category.
   • Root Category - Select New Root, if this category should be a sub-category of a category that has already been created, select the category from the drop-down.
7. Click Save to complete creating the new category or Click Cancel to exit without saving.

Add to Category

After an item has been added to a category, it will still be found under View All.

1. Log in to website and access Email Marketing Module.
2. Select Email Campaigns / Lists and Segments > Mailing Lists / Lists and Segments > Segments from the left navigation.
3. Select the checkbox(es) beside the name of a campaign / list / segment.
4. Click Categorize from the Action Bar.
5. In the Categorize dialog box, select the checkbox(es) beside the category name.
6. Click Cancel to exit without saving.
7. Click Save to complete creating the new category.

View Items in Category

The amount of information that is viewed can be changed at any time by the administrator, instead of using search options view items by category.

1. Log in to website and access Email Marketing Module.
2. Select Email Campaigns/ Lists and Segments > Mailing Lists / Lists and Segments > Segments from the left navigation.
3. If Categories is hiding. Click the arrows between the left navigation and the Email Campaigns / Mailing Lists /Segments table to expand the Categories.
4. Click category to view items that have been added to the category.
5. The table will update displaying only items in that category.

Manage Categories

After a Category has been created, additional subcategories could be created, it could be renamed, deleted or edited.

1. Log in to website and access Email Marketing Module.

2. Select Email Campaigns/ Lists and Segments > Mailing Lists / Lists and Segments > Segments from the left navigation.
3. Right-click on category and the options will display.
   • ​Create - A subcategory will create immediately with the name New node, enter a new name for the subcategory.
   • Rename - Give the category a new name.
   • Delete - If category is no longer needed it can be deleted. 
   • Edit - The Edit Category dialog box opens and the category can be renamed or moved to become a root category or subcategory.