Create a Category Set

Category management allows you to group similar objects for reporting purposes (e.g. grouping all categories relating to newsletters into a single reporting set), streamlining reports to improve reading efficiency within the home dashboard.

Created category sets appear in the metrics group list on the Engage home page, allowing you to filter results and optimize readability of campaigns.

  1. Open the tools menu and select category management.

  2. Click the add button and give the category set a name.

    The name chosen will be how the set appears within the metrics group list.

  3. Add the categories to be grouped and click the + icon to save the category set.