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.
a. From the Segments dashboard-
- click on 'Category' under the 'Add Segment' menu on the left-side panel.
- Enter new category name and description, click Save.
b. During .CSV import-
- On the third step of the process (Define Import Rules) check the "create new category" box and name the category.
- A new category will be created and all the contacts in this file will be imported into that category.
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.