Message Categories allow you to group messages (both email and social) for tracking purposes, furthermore it is an unsubscribe type that allows your recipients to opt themselves out of specific content.  Using this functionality, you’ll create your own categories and choose which emails or social posts to include in a category. Once deployed, you’ll have access to reports that compares and contrasts the performance of your message categories.

To enable message categories, have your account’s admin contact Real Magnet’s Support Team.

Permissions

When enabling message categories for your account, your account’s administrative user may determine that only certain users should be allowed to manage this functionality. In order to manage categories a login must have the following permission:

  • Manage Message Categories

Furthermore Message Categories are also assets – this means that they follow any rules your account may have configured for Enterprise Teams.

Creating Message Categories

Initially message categories are created in tandem with your messages.  Once enabled, you’ll want to create a message in Real Magnet.

Adding New Messages to a Category

You can associate new messages with a Message Category on the main Messages page.

  1. Select Manage Categories.managecategoriesmessagepage
  2. Once in Manage Categories enter your unique category name.
  3. Select Go.
  4. Once back on the Messages page, select a category from the drop down.
  5. Enter a message name.
  6. Select Go.

Creating multiple Message Categories

  1. Select Tools.
  2. Select Message Tools.
  3. Select Manage Message Categories.
  4. Enter a category name in  the Create a Category. 
  5. Click GO.

The category appears in a grid below, along with your other categories, number of messages in the category and category creation date.  You also have functionality, represented by icons, to Show Messages in a category, Delete a category, and Modify the name of the category.

managecategoryoverviewpage

Managing Messages Categories

Changing the Category for a Message

Sometimes you’ll need to switch categories that a message is assigned. You have freedom to do this by entering Manage Message Categories.

  1. Select Tools.
  2. Select Message Tools.
  3. Select Manage Message Categories.
  4. Select the green details icon next to the message’s existing category.
  5. Select paper edit icon next to the message you would like to manage.
  6. Select the Category you would like to assign the message to.
  7. Select Submit.

Managing Messages Unassigned to a Category

From the main manage Message Categories page, you can make category associations to unassigned messages (this applies mainly to messages created prior to the introduction of the Message Categories functionality).

  1. Select Message Tools.
  2. Select Manage Message Categories.
  3. Select Click to view messages not associated with any category.
  4. Select the message you would like to manage.
  5. Select Go.
  6. Select the Category you would like to assign the message to.
  7. Select Submit.