Using Categories

Knowledge Level: 
Time: NA
Suggested Skills: General
Objective: Categories allow you to view, filter, and manage various items in your mail2 dashboard with user-defined groups. You can create and apply categories to email campaigns, mailing lists, segments, workflows, and experiments.

Create your categories by clicking the ‘New Category’ button included in the Categories panel on the left side of the screen.

Like in the Media Library, additional categories and category hierarchies can be created by right-clicking an existing category. You can assign items individually or in bulk to categories via drag-and-drop or by using the new ‘Categorize’ Action bar button.

We spent some time observing how organizations are making practical use of categories to manage their dashboard data and support their email marketing processes. Let’s share a few of the tips we’ve picked up from mail2 users.

Campaign Categories

With hundreds or possibly thousands of email campaigns in your dashboard, we’re seeing categories applied most often on Campaigns tab.

Categories like Test Campaign, Live Campaign, Ready for Review / Approval, and Approved are being used to support the email development, testing, and approval process for several organizations. As emails advance through the process, users change the categories so they can see where things are at “in the pipeline.”

Organizations that take advantage of scheduled campaigns are identifying draft emails with categories for Pre-Show Reminders and Post-Show Follow Ups.

Various departments - like Marketing, Development, and Education - are applying categories so they can quickly filter on campaigns relevant to just their respective functions.

We’re even seeing some organizations add categories to campaigns that identify the type of patrons that received them - like Subscribers, Members, Single Ticket Buyers, Donors, etc.

The categories assigned to an email campaign are also displayed on the Email Campaign Summary page. You can add or delete categories to your email campaigns from this page so you can manage categories as part of your campaign building, testing, and editing process.

Mailing List Categories

Categories applied to Mailing Lists are helpful for staying organized and for tracking regular dashboard maintenance.

One organization marks their “master” mailing lists and finds it helpful to see which of those visible lists are associated with different subscription management form groups.

We’re seeing good numbers of users add categories to any temporary / non-visible lists so they can identify and easily clean out old lists as part of their dashboard maintenance process.

Segment Categories

As with mailing lists, categorizing segments is a big help in managing an area of the dashboard that can have potentially hundreds of line items.

In most cases, users are marking their segments to identify a target audience, relate the segment to an analysis project that they are undertaking, or marking segments that can be deleted for dashboard maintenance.

Workflow Categories

For organizations leveraging mail2’s automated scheduled campaigns or Tessitura-integrated workflows, applying categories on this screen can be particularly helpful.

Since mail2’s scheduled campaigns currently create a “single use” workflow each time a scheduled campaign is tested or deployed, you can see a significant number of line items on the Workflow screen. Organizations that have multiple automated jobs running at a given time can use the built in filters and then apply categories in bulk.

Once the categories are in place, it then makes filtering on specific types of Workflows a much quicker process.

We hope that these tips help you put the new Categories feature to good use in your mail2 dashboard. It truly is an easy way to gain some efficiency as you work with with a lot of data and information on a day-to-day basis. Also, stay tuned for future enhancements that will build on the great foundation that Categories now provide.

If you have come up with a clever way to use the new Categories feature, we would love to hear about it. Drop us a line at mail2@lynch2.com and let us know!

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