Categories
Categories are folders you use to organise your campaigns, messages, forms, surveys, landing pages, and workflows. They do not affect how anything works. They are purely meant to keep your account structured as it grows.
You manage categories from each section separately. 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 named "My category" is created automatically. You can rename it or create extra categories 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 does not delete the items inside it. Campaigns, messages, forms, and other items in the deleted category remain in your account. They simply 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 in the actions menu.
- Select the new category and click Save.