Categories

Organize Your Campaigns and Communications

Categories in the Communicate App are designed to help you organize your campaigns and communications more effectively. By categorizing your content, you can easily filter and manage your campaigns and communications within the Calendar and Timeline views.

1. What are Categories?

Categories are labels that you can assign to your campaigns and communications to better organize them. They help you streamline your workflow and make it easier to filter and sort content across the app. Each campaign and communication can be associated with a Category, allowing you to group related content together.

2. Adding Categories

To get started with Categories:

• Accessing the Categories Panel:

  • Click on the Categories icon in the sidebar to open the Categories panel.

• Default Category:

  • The app provides an “Uncategorized” default Category for any content that has not been specifically categorized. This ensures that all campaigns and communications have a fallback category.

• Adding a New Category:

  • Click the “+ New” button to create a new Category.
  • Enter a name for your Category. There are no restrictions on the name, and you can include any characters you need.
  • Once you’ve named your Category, click “Add” to finalize it. The new Category will be immediately available for use in organizing your campaigns and communications.

3. Editing and Managing Categories

The Categories panel allows you to manage your Categories effectively:

• Editing Categories:

  • To edit an existing Category, click on the three-dot icon to the right of the Category name. You can change the name as needed. All changes are applied immediately across the app, so any campaigns or communications associated with the Category will be instantly updated.

• Deleting Categories:

  • If you need to delete a Category, click on the three-dot icon next to the Category and select “Delete.”
  • Note: If a Category is deleted, any campaigns or communications that were associated with it will be automatically reassigned to the “Uncategorized” Category. This ensures that no content is left without a Category.

4. Organizing Your Categories

• Category Order:
  • Categories are displayed in the order they were added, and this order is fixed. Once a Category is added, it remains in that position relative to others.

5. Exiting the Categories Panel

Once you’ve finished managing your Categories, you can exit the panel by clicking outside the panel or using the close button at the top left. All changes made in the Categories panel are saved automatically, so you don’t need to worry about losing any updates.

Additional Resources

For more detailed guidance, explore our Documentation. If you have further questions, reach out to us at [email protected].

Start organizing your communications more effectively today.