Categories
When navigating to the Form Letters section you will be initially brought to the Categories page.
Categories are how we organize and file away your created Form Letter documents, so they can be used for Single Email, Mass Email, and marketing Campaigns.
It is a requirement to assign them to a Category, this way you can group multiple letters together.
Adding a Category
To add a new Category, click the Add button from the top-right of the Categories page.
Category Name - This is the name that defines the group of documents. It is recommended to make this as relevant as possible.
Description - Here you can provide information to help remember which kinds of email documents are contained within the category.
Once completed filling out the fields click the Save button from the bottom of the page.
Editing a Category
To edit a Category, from the main Categories page, select the title associated with the category.
You will be presented with a set of controls the same as those used for adding categories. All information associated with the category can be adjusted.
Once completed editing the fields click the Save button from the bottom of the page.
Deleting a Category
If a Category is no longer needed it can be removed from the system by clicking the Trash Icon button associated with the category. Then select Ok on the confirmation window that opens.
*Note that by removing a category, this will also remove any associated Form Letters. Once removed they cannot be recovered.
