This guide will show you how to set up client categories and assign them to a Client Profile. Client categories are used for displaying a list of contacts within your account or used as a filter for an email campaign.
***Screens and layouts may vary depending on the user settings and device compatibility.
Creating a Client Category
Click on Administration.
Click Client Settings.
Click Client Categories
1. Type in the text for your client category.
2. Click on Add Category.
Once your Category has been created it will appear in the Categories list.
You will be able to Edit (pencil icon), Delete (X icon) and View the list of clients in the Categories List
Assigning a Category to a Client
Go to the Clients
Search for the Client you wish to edit OR create a new Client profile by clicking on the Add Client button
If the Client is already showing in the Client list click on their name (either their first or last name) to be taken to their profile.
In the Client's Profile Information, you will see a section for Category. Click on the Category drop-down menu and choose the desired category for this client.
You can select a Predetermined Category or Add New
You can also add a Category in via the Category drop-down by clicking on the Add New option. A New Category box will appear where you can type in your new category (this will also be add the the Client Category area). Click on the Save button to save this new Category.
When you have selected the Category you wish to add to the Clients profile click Save in the Profile Information area.
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