Create and Assign Message Categories

Goal

Create message categories and assign them to email and SMS messages. For what you can do with message categories, see Message Categories and Tags.

Create a Message Category

1. Go to Administration > Categories > Message.

2. Click New Message Category.

3. In the Name field, enter a name for the category. The name appears in message statistics, reports, and exports. If a message uses the category placeholder, recipients see the name as well.

4. Optional: In the Description field, enter a description.

5. Click Save.

To edit or archive existing categories, see Message Category: Overview.

Assign or Remove a Category

You assign a category to a message before it is sent. After a message has been sent, you cannot change its category.

1. Open the message:

   • For a new message, go to Create New > Message.

   • For an existing message, go to Messages > Draft Messages or Messages > Prepared Messages, select Email or SMS, and open the message for editing.

2. Go to the Configuration step. In email messages, expand Advanced Options.

3. From Message Category, select the category. To remove the category, select Do not assign a category.

4. Finish the message as usual: send it, schedule it, or save it as a prepared message.

In email messages, you can also select the category in the Content step.