Create a Category

Categories are a grouping mechanism used to organize items to make it easier for marketers to find and select these items when building Mailings.

To create a Category:

1. From the User Details drop-down menu in the top-right corner of the screen, select Admin. The Administration window is displayed.

2. From the tool bar at the top of the Administration window, click Settings. The Settings screen is displayed, with the Folder tab selected by default.

3. Select the Category tab. For each Category, the screen displays its code, name, and type.

4. Click Create New Category. The Add Category pop-up window is displayed.

5. In the Code field, enter an internal name for this item. This value must be unique, and must not include any spaces.

6. In the Name field, enter a user-facing display name for this item as it appears within Distributed Marketing.

7. From the Type drop-down menu, select the Category type: Images, Links, Snippets, SMS, or Templates.

8. Click Save.