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Category Management

Overview​

Learn how to create and manage categories for your newsletters and campaigns. Categories help organize and effectively target specific groups of subscribers. Here is a visual overview of the main interactions related to categories:

Creating a Category​

Steps to create a category​

  1. Access the Categories section:
    • Go to Settings > Communication > Email > Categories.
  2. Add a new category:
    • Click on + New category.
  3. Define the category:
    • Enter a name for the category (e.g., "Promotions", "Updates").
    • Optional: add a description to clarify its use.
  4. Save the category:
    • Click on Save to finalize the creation.

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Syncing with SmartCRM​

Automatic synchronization​

Categories integrate with SmartCRM. The synchronization ensures:

  • Daily updates: Subscriber lists are automatically refreshed every 24 hours.
  • Filter-based synchronization: Only non-unsubscribed users matching the filters are synced into the category.

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Using Categories​

Practical cases​

  • Segmentation: Group your subscribers by interests (e.g., product updates, special offers).
  • Targeted campaigns: Tailor your newsletters to specific categories to increase their impact.
  • Improved engagement: Send relevant content to maximize open and click rates.