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Categories

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Overview​

The Categories page is where you create the main types of contacts you work with.

Categories are useful when you want to place contacts into broad groups such as Client, Employee, Prospect, Partner, or Vendor.

While tags are more flexible, categories help you keep contacts organized at a higher level.

How To Open Categories​

Go to Sidebar > Contacts > Category.

What You Can Do On This Page​

  • Create a category
  • View all saved categories
  • Edit category details
  • Delete categories you no longer use
  • Use categories later while creating segments and campaigns

Main Parts Of The Page​

Top Section​

At the top of the page, you will see an Add button to create a new category.

Category List​

The page shows all your saved categories in one list.

For each category, you can usually see:

  • The category name
  • A short description

You can also open a category to view, edit, or delete it.

Helpful Notes​

  • A contact usually belongs to a category that describes what kind of relationship they have with your business
  • Categories make it easier to organize contacts before using them in Segments
  • You can combine categories with tags for more detailed grouping