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.


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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