Managing Categories
The Category screen is used to create and manage grouped data types such as Stage, Point Action, Asset, Form, Email, SMS, Email Template, SMS Template, Segment, and Campaign.
1. Creating a Category
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Step 1: Go to the Settings menu → Click on the Category screen → Choose the Add option available.
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Step 2: The Category creation form will appear. Enter the required information, then click Save to store the data or Close to exit without saving.
Field Descriptions:
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Name: Provide a name for the Category (used as a reference label).
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Type: Select the appropriate type for this Category.
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Color: Pick a color to help visually organize or search the Category later.
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Description: Provide a detailed explanation of the Category’s purpose. Clear, specific descriptions are recommended.
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2. Editing a Category
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Step 1: Click the Edit option for the Category you wish to update.
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Step 2: The system will open the editing interface. Make the necessary changes, then click Save to update or Close to cancel.
3. Deleting a Category
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Use the Delete function located next to the Category record you want to remove.