This lesson will show you how to set up client categories and assign them. Client categories are used for displaying a list of contacts within your account or used as a filter for an email campaign.
Administration
Click on Administration.
Client Settings
Click Client Settings
Client Categories
Click Client Categories
Creating a Client Category
1. Type in the text for your client category.
2. Click on Add Category.
Assigning a Client
Go to the Clients page and:
1. Search for the client you wish to edit OR
2. Create a New Client OR
3. Click on a name of a client that's already displayed
Choosing the Category
In the Client's Profile Information, you will see a section for Category. You can select a Predetermined Category or Add New
1. Click on the category drop-down menu and choose the desired category for this client.
2. Click on Save.
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