Categorising your subscribers by common interests allow you to easily send targeted marketing emails. After you create Category, you get to add your subscribers to subcategories.
Things to note:
- If you have not created any category yet, set up a category first.
- You can choose to add a list of subscribers to subcategories by importing .CSV file. Record of the existing subscribers will not be compromised. Only their subcategory assignment will be updated.
Add an individual subscriber to subcategory
To add subscriber to category, follow these steps:-
- Go to Subscriber tab
- Search for the subscriber's email address whom you want to assign subcategory to
- In profile view, click Edit in custom fields tab
- Scroll down until you see Assigned Categories
- Click the Add button to assign the subscriber
- Click Save
Using bulk actions
To add multiple subscribers to several subcategories, you can do it in Subscribers grid.
- Go to Subscriber tab
- Filter your subscriber's base
- Click on the arrow next to the first checkbox and choose Select all in the list
- Click on the Actions drop-down menu and choose Manage categories
- In the pop-up modal, choose 'Add to category', and select the subcategories you want to assign
- Once done, click Add to category button
Adding multiple subscribers to subcategory via Import
To import multiple subscribers to different subcategories, you can do it in Import Subscriber.