Campaign Categories

Campaign categories are divisions that enable you to organize your campaigns. Traditionally, campaign categories are created before you create campaigns, but you can always manage your campaign categories in the Category Maintenance dialog box.

The value displayed in the Number of Categories column is a read-only indicator of how many campaigns are located in this category in the Campaign Setup & Maintenance dialog box.

Creating a Campaign Category
Editing a Campaign Category

Deleting a Campaign Category

Creating a Campaign Category

  1. Select Tools > Lists > Campaign Categories. The Category Maintenance dialog box appears:

  1. Click Add to add a new category.

  2. Type the category's name in the Name field.

  3. Repeat steps 2-3 to add more categories.

  4. To delete a category, highlight the category and click Delete. Note that you will only be able to delete categories without any campaigns attached to it.

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Editing a Campaign Category

  1. Select Tools > Lists > Campaign Categories. The Category Maintenance dialog box appears.

  2. Make any necessary edits to the appropriate campaign categories.

  3. Click OK.

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Deleting a Campaign Category

Note that you can only delete categories without any campaigns attached to it. If at least one campaign belongs to a category, the Delete button will not be active. You will need to remove all campaigns from the category before you can delete it.

  1. Select Tools > Lists > Campaign Categories. The Category Maintenance dialog box appears.

  1. Highlight the campaign category you want to delete.

  2. Click Delete.  

  3. Click OK.

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See also:
Campaigns Overview

Defining Campaigns

Back to the Implementation Checklist Overview

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