Overview

Emails categories are the broadest way to organize your Lists. By adding this layer of organization, your company will have an easier time keeping your email communications relevant. Email Recipients will have the option to unsubscribe from Categories without having to pick through individual lists, or worse, unsubscribing from all.   

Managing Categories

You can manage your Categories from the Email Marketing page in the admin panel. To reach the page,

• Click the Settings gear icon in the top-right corner of the screen
• Navigate to Admin > App Setup > Email
• Click the Categories tab

On this page, you will see your organization's Categories. You can edit or delete existing Categories, and you can add a new Category by clicking the green New button.

When creating a new Category, you only need to enter a name and optional description. When you're done, click Save.

Adding Lists to Categories

You can add a List to a Category when creating a new list or editing an existing list. To access add a List to a Category,

• Navigate to Prospects > Lists
• Click the green New button
  OR
• Click the Edit icon next to an existing List

• Use the List Categories drop-down menu to choose an existing Category
  OR
• Click (+) to create a new Category