How are Categories Used?

Overview: There are a wide variety of ways categories can be used. The most common are: to help filter your finders, an easy way to add a list of content objects to a page, or even to send emails to a subset of your contacts to name a few.

Quick look at the most common uses of categories:

• Help Manage Content in your Finders with a List
• Add a Large Group of Content to Page at Once
• Create Subsets in your Contacts to create Email Lists 
• Trigger Rules for Content within a Common Category 

Help Manage Content in your Finders

Within in each database finder, you can create and save as many category-based query lists as needed. These lists will be limited to that type of object within that database finder and will assist you with your content management tasks.

A saved query list can be loaded into the finder at any time to help filter your view of the records for that object type. This filtered view can then help you to easily find and work with a predefined category-based grouping of content.

When you load a saved query list into the finder, you are then only interacting with that group of related content, this then allows you to review, sort, and edit, the narrowly focused records in a much more streamlined and efficient way than if you did not filter the finder list.

Add a Large Group of Content to Page at Once

In addition to using the query list to load a filtered view of records into the finders, you also have the ability to add groups of content objects to a page via adding the very same saved query list to a page.

The approach to populating pages with query list content has its advantages, especially when working with larger groups of content.

See here for how to add a list of content to a page column:  View Image

Use Categories to Create Subsets in your Contacts to Create Email Lists

By adding categories to contacts at import, or with rules, you can easily create category based lists in contacts. We cover in more detail how to create lists in contacts in our Contact Mangement help section as found here.

Trigger Rules for Content within a Common Category 

Many types of Rules can be triggered based off an action related to  a group of objects with a common category—as  opposed to just one single object. This can be useful in many instances. For example if you have several events all within the same conference, and you want to send a welcome email to anyone who registers for any of those events. First assign a common category to those events, then in the Rules under triggers, choose the option for the category.  More on Rules in our Help on Marketing and Automation.

Click Next to review the different topics about Categories, or you may jump ahead to a specific topic by visiting the Course Content page for a linked Index.

Related Topics

• What is a Category?
• How  to create a Category
• How to create a Category List