Categories


Categories are a way to organize Mautic elements. They are available for assets, campaigns, emails, focus items, forms, pages, points, social monitoring and stages. There are two ways to use categories:

  1. Create element-specific categories (e.g. only for assets, emails or forms)
  2. Create global categories for all Mautic elements

Creating/Managing Categories

To create new categories, go to settings menu in the top right corner of Mautic. There choose categories.

create new category

When creating a new category you can select type, title, description, alias, color and published status. The color will be helpful to quickly find Mautic elements by their appropriate category when viewing things like the calendar or other areas within Mautic.

Using Categories for Contacts

In addition to organizing various Mautic elements categories can be used to organize contacts. In contact details use the Preference menu to open Contact Preference Center.

assign category to contact

Contact categories can be used in segment and dynamic content filters.

Found errors? Think you can improve this documentation? edit this page on Github