Categories 0 0

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Categories are a way to organize MSM elements. They are available for assets, campaigns, emails, focus items, forms, pages, points, social monitoring and stages. There are two ways to use categories:

1. Create element-specific categories (e.g. only for assets, emails or forms)
2. Create global categories for all MSM elements

Creating/Managing Categories

To create new categories, go to settings menu in the top right corner of MSM. There choose categories.

When creating a new category you can select type, title, description, alias, color and published status. The color will be helpful to quickly find MSM elements by their appropriate category when viewing things like the calendar or other areas within MSM.

Using Categories for Contacts

In addition to organizing various MSM elements categories can be used to organize contacts. In contact details use the Preference menu to open Contact Preference Center.

Contact categories can be used in segment and dynamic content filters.