Categories
Categories are folders you use to organise your campaigns, messages, forms, surveys, landing pages, and workflows. They don't affect how anything works, they're purely for keeping your account tidy as it grows.
You manage categories from within each section. Go to Campaigns to manage campaign categories, to Messages for message categories, and so on. Each section has its own Categories tab. When you create a Flexmail account, a default category called "My category" is created automatically. You can rename it or create additional ones at any time.
Create a category
- Go to the section where you want to add a category, Campaigns, Messages, Forms, Surveys, Landing pages, or Workflows.
- Click the Categories tab.
- Click Create new category.
- Enter a name and click Save.
Edit a category
- Go to the relevant section and click the Categories tab.
- Click the gear icon next to the category you want to rename.
- Click Edit, enter the new name, and click Save
Delete a category
- Click the gear icon next to the category.
- Click Remove and confirm.
Support tip Deleting a category doesn't delete the items inside it. Campaigns, messages, forms, and other items in the deleted category remain in your account, they just become uncategorised. You can assign them to a new category afterwards.
Move an item to a different category
- Go to the relevant section and select the item you want to move.
- Click Change category from the actions menu.
- Select the new category and click Save.