Link Categories

Link Categories provide an easy way to tag and target links, enabling you to drive highly personalized communications based on the subscriber’s/ customer’s known interests. You can use link categories to group links together by similar themes or interests. By capturing activity at the link-level, you are able to deliver future articles and offers that pave the way for relevant life-cycle messaging.

Link Categories also allow you to create customized reporting through Mailing Analytics. For example, you may use Link Categories to determine the click-through rates across different advertisers for specific ad positions, or to evaluate how specific pieces of content perform across different campaigns.

 

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Note: Your account settings determine your level of system access. If several of the options and/ or processes outlined in this document are not available, please contact your site administrator.

 

Please contact your Account Executive for additional instructions on how to categorize the links within a webfetched mailing.

Please note that in order to delete a parent category from the user interface, users must delete all subcategories associated with the parent category.\

 

Creating a Link Category

  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, located under the Category Options section. The Categories page also offers the ability to Edit and Delete categories. The Edit Category page will appear.
  4. Enter the name of the category into the Category Title field.
  5. [Optional] Add any additional information about the category into the Description field.
  6. Select Link from the Type dropdown menu.
  7. Click on one of the following options:
    • [default] Create as a Parent Category
    • Assign as a subcategory of: [selected Link Category]
  8. Click Save.

Note: Creating subcategories allows users to dive deeper into their link-level data, either for retargeting purposes or for enhanced reporting. For example, users may create a parent category called ‘Leaderboard’ and a subcategory for each of the advertisers running in that ad position for the month. At month’s end, the client may pull advertiser-specific reporting through Mailing Analytics.

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Assigning Categories at the Link Level

  1. Once logged in, click on the Send tab.
  2. Create or edit a mailing, per normal procedure.
  3. Complete the General, Targeting, Content and Schedule tabs.
  4. Click on the Responses & Results tab.
  5. Select the radio button next to Assign Categories To Links.
  6. Click on the Assign Categories to Links button.

    7. Note: When cloning a mailing that includes one or more link categories, users have the option to exclude these categories from the cloned message. By default, the Assign Categories to Links option will be disabled. Users that wish to ignore previously assigned link categories should leave this unselected.

  7. A popup window will appear. Select one or more links by clicking on the checkbox(es) next to the corresponding link(s).

  8. Click on the Link checkbox to select all of the links listed within the modal.
  9. Assign one or more categories to the selected link(s) by clicking on the checkboxes located under the Available Categories section. Click on the arrow to display the subcategories associated with the parent category.
  10. Click on the Add button. The selected categories will appear under the Selected Categories section.
  11. Repeat steps 8 through 10 to assign additional categories. To remove a category from a link, use the Remove button.
  12. Click on the Save & Close button, located at the bottom of the modal.
  13. Complete and send the mailing, per normal procedure.

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Targeting Link-Level Activity

You may trigger drip mailings based on the activity captured by Link Categories, or create recurring or one-time messages that target subscribers based on the links they previously clicked.

One-Time and Recurring Mailings

  1. Once logged in, click on the Send tab.
  2. Create or edit a one-time mailing, per normal procedure. Click on the Recurring tab, located in the Mailings section, to edit or create a recurring mailing.
  3. Click on the Targeting tab.
  4. Scroll down to the Behavioral Targeting Section.
  5. Click on the Target Mailing Responders checkbox

  6. Select one of the following options for each of the dropdown menus.

  7. Click on the arrow next to All Categories to display the available top-level Link Categories. PostUp will automatically display the site’s Link Categories.
  8. Select the Link Categories to include in the mailing’s targeting criteria. Click on the arrow to display the subcategories associated with each parent category.
  9. Complete and schedule the mailing, per normal procedure.

Drip Mailings

  1. Once logged in, click on the Send tab.
  2. Click on the Drip tab, located in the mailings section.
  3. Create or edit a mailing, per normal procedure.
  4. Click on the Targeting tab.
  5. Select the following options from the series of dropdown menus that appear under the Trigger section: "clicked" "links in category(s)" and select a number of days ago.

  6. PostUp will automatically display the site’s Link Categories.
  7. Select the Link Categories to use as the mailing’s trigger. Click on the arrow to display the subcategories associated with each parent category.
  8. Complete and schedule the mailing, per normal procedure.

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