How to Organize Email Campaigns into Categories

Learn how to activate the email campaign categorization feature to help users group and manage their campaigns more efficiently for improved organization and easier access

1. Head over to the "Marketing" section in the backend and click on the "Settings" sub-menu.

2. Within the settings section, turn on the toggle that reads, "Enable Email Campaign Categories" and then click on the update settings button.

3. As soon as the toggle is enabled, an additional "Email Category" sub-menu will start showing in the "Marketing" section.

4. Click on the "Email Category" sub-menu and then on the "Add New" button to add the category labels.

Add the "Title" of the category and the status in which that category needs to be kept within the system.

5. Upon addition of category, head over to the email campaigns sub-menu under the marketing section and click on the "Create New Campaign" button.

6. Within the campaign settings, click on the "Select Category" option to pick the category for that campaign.

7. Continue to build the email campaign via campaign builder, and as soon as the campaign is created, a category column will start showing up in the campaign listing section specifying the category to which the added campaign is associated along with the ability to filter campaigns by category.