How do I create a Category?

DESCRIPTION

Creating a category can be done in a couple of ways.  A category can be created the Segments dashboard (left menu) or it can be done during a CSV import. 

HOW-TO

a. From the Segments dashboard-

1. click on 'Category' under the 'Add Segment' menu on the left-side panel.
2. Enter new category name and description, click Save.

b. During .CSV import-

1. On the third step of the process (Define Import Rules) check the "create new category" box and name the category. 
2. A new category will be created and all the contacts in this file will be imported into that category.

NOTES

A temporary category lasts for 30 days. Once you import contacts into a temporary category, you cannot add additional contacts after the fact into it.