New Link Category: Create

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Overview

Link categories can be assigned manually or automatically using keywords or regular expressions.


Navigation Path

Administration > Categories > Link > Create new Link Category


Settings

Setting

Description

Link Category Name

Defines the internal name of the link category. This name appears in reporting, message creation, and automation settings.

Description (optional)

Optional internal description to clarify the purpose or usage context of the link category. Useful when managing multiple categories.

Manually assign Link Category

Enables manual assignment of the category during message creation. This method requires no technical knowledge.

Assignment Options

  • Manually - follows a manual process. See Manually Assign Link Categories Before Sendout.

  • Automatically with Keyword - Allows automatic assignment when a link URL contains a specific keyword. Only the link address (not the display text) is searched.

    • Keyword: Specifies the exact word or term to detect in the link URL. Engage searches only the link address, not the visible link label. This setting is designed for non-technical users and can be combined with other assignment methods.

  • Automatically with RegEx - Enables automatic assignment based on regular expressions (Regex) for more complex matching patterns.

    • Regular Expression: Defines the Regex pattern (max 200 characters) to identify matching URLs. Engage processes only the link address, not the visible text. Requires programming knowledge.


Actions

Action

Description

Save & close

Creates the new link category and saves the configuration. The category is added with the lowest priority by default.

Cancel

Closes the category creation view without saving changes.


Additional Information

  • Manual assignments override automatic ones during message creation.

  • Regex patterns must follow standard syntax and are limited to 200 characters.

  • Automatic priority settings can be adjusted later via the Link Category Overview tab.