The Key Steps
- Click on the Communication icon
- Click on Campaigns under the Journeys section
- Click on the Categories button
- Click on the New Category button
- Give your category a name and description
- Click on the Create button
👇 For more detailed steps, refer to the article below:
Creating a Campaign Category
As you start building out campaigns, a helpful way to keep them organized is by sorting them into categories.
To build and create categories, first click on the communication icon and then select Campaigns under the Journeys section.
From the Campaigns page, click on the Categories button in the top right corner to access your categories page.
On the Categories page, you will be able to see and edit all of your existing categories.
To create a new category, click on the Create Category button in the top right corner of the page.
When you go to create your new category, you will need to give it a name and a brief description explaining what types of campaigns will go in this category.
Once you have filled out these fields, click on the blue Create button at the bottom of the page.
Now when you go to create new campaigns, you will have the option to sort them into the categories you have built.
If you want to sort a campaign you have already built into a category, you can go in and edit that campaign to assign it a new category.