Categories
Organize Your Campaigns and Communications
Categories help you organize campaigns, communications, and templates so you can filter and focus in the Calendar, Campaigns list, and related pickers.
Plan: Categories and category filters are available on Essentials and Plus. Category access limits (who sees which categories) also work on both plans.
Roles: Owners and Admins can create, rename, and delete categories. Roles with category view can open the Categories panel (e.g. Editors); they cannot manage the category list. Viewers use a reduced sidebar (Calendar / Campaigns only) and do not open Categories from there. See User Permissions and Roles.
1. What are Categories?
Categories are labels you assign to campaigns (and related content) to group work—for example Youth, Kids, or All Church.
- Campaign communications typically follow the campaign’s category.
- Standalone communications and templates can have their own category.
- Uncategorized is the system default when nothing more specific is set.
2. Adding Categories
- Open the panel: Click Categories in the sidebar.
- Default: Uncategorized is always available in pickers but hidden from the Categories panel list. You cannot create or rename a category to “Uncategorized.”
- Add: Click New, enter a Category name, then Add (or Cancel).
3. Editing and Managing Categories
- Edit: Open the ⋮ menu on a row → Edit, change the name, then Save (or Close to discard).
- Delete: ⋮ → Delete, then confirm. Campaigns using that category are moved to Uncategorized. Deletion cannot be undone.
4. Category Order
In the Categories panel, categories are listed alphabetically by name. There is no manual reorder.
5. Using Categories Elsewhere
- Assign a category when creating or editing a campaign (and when creating standalone communications or templates).
- Filter by category on the Calendar and the Campaigns list.
- If your account is limited to certain categories, pickers and lists only show those categories (and matching content).
6. Limiting What Team Members See (Category Access)
You can restrict Managers, Editors, and Viewers to specific categories so they only see matching content. Owners and Admins always see everything.
Set this in Admin Console → Team when inviting or editing a member (Categories). Leave empty for full access.
Full details—including how category limits interact with campus access—are in User Permissions and Roles.
Quick example: Assign Youth only so a youth pastor sees Youth campaigns and communications, not Adult Ministry.
7. Closing the Panel
Close with the X in the panel header, or click the backdrop outside the panel. New, renamed, and deleted categories are saved when you take those actions—you don’t need a separate “save panel” step.
Additional Resources
- User Permissions and Roles · Campaigns · Admin Console · Documentation
- Questions: [email protected]
Last updated: 2026-07-14