How do I create a Category?

DESCRIPTION

Creating a category can be done in a couple of ways.  A category can be created the Contacts dashboard (found in the left-side navigation) or it can be done during a CSV import. 

HOW-TO

a. From the Contacts dashboard-

1. Choose Categories from the left-hand navigation.
2. Click the "Create Category" action button at the top-right of the page.
3. Enter new category name and description, click Save.
   
   
   
   
4. To organize: Simply drag and drop the new category into a folder.

b. During .CSV import-

1. Navigate to Contacts > choose Import Email Contacts button, top-right.
2. Follow the normal contact import process. 
3. On the third step of the process (Define Import Rules) check the "create new category" box and name the category. 
4. 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.