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Why would I want to set-up 'Client Categories'?

Client Categories are used primarily as a filter of sorts. Creating Client Categories and assigning them to clients, allows you to group different clusters of clients--- be it by age, class-type, experience or any other grouping your mind can think up--- and then use those categories as filters for your E-mail Blast to target specific clients. The primary function is for E-mail Blast filtering, but they also are used as a filtering option in certain reports.

Below are links to our User Guide on Client Categories and E-mail Blasts:
How to Setup Client Categories
How to Filter an Email Blast

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