List and Mailing Categories

Categories allow PostUp users to organize lists and/ or mailings based on common attributes. Primarily used to populate data in the Export Summary option in the Reports tab or via Mailing Analytics, the Categories feature allows users to group mailings and/or lists together for custom reporting purposes. For example, a user can use Categories to determine the open rates across different advertisers, or even across different subscriber segments.

 

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Creating Categories

  1. Once logged in, click on the Settings tab.
  2. Click on the Categories link. The Categories page will appear.
  3. Click on Create Category.

  4. Enter the name of the category into the Category Title field.
  5. [Optional] Enter any additional information about the category into the Description field.
  6. Select one of the following from the Type dropdown menu:
    • List: used to group mailing lists
    • Mailing: used to group mailings and/or send templates
    • List and Mailing: used to group lists, mailings and/ or send templates

    Note: For more information about Link or Mailing Rejection categories, please review Mailing Approval Process (for Mailing Rejection categories) and the Link Categories

  7. Click on Save.

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Assigning Categories at the List Level

  1. Once logged in, click on the Lists tab.
  2. Locate the appropriate mailing list and click the Edit icon. The Edit List page appears.
  3. Select the appropriate category from the Category dropdown field.
  4. Click on Save, located at the bottom of the page.

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Assigning Categories at the Mailing Level

  1. Once logged in, click on the Send tab.
  2. Create or edit a mailing, per normal procedure.
  3. From the General tab, assign the Category to the mailing.

  4. Click on Apply Changes.
  5. Complete and schedule the mailing, per normal procedure.

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