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Create an Email Category

 

In this article you will learn how to create an email category.

In Regpack, categories are the way to keep items organized on the page. For emails, categories will not have a function outside of keeping the emails structured for and for your team. It can be helpful to categorize emails by department, by stage of the process, or by whatever logic makes sense to you and your team. This logic will help you locate the email you want to send more quickly.

That said, it is very important to create categories that you will be familiar with, as these will come in handy when you set up emails to send manually.

Emails also must always be inside of a category if you would like to have them triggered to send out automatically.

To begin, you will want to make sure that you are in the Emails interface by selecting the “Emails” tab under the “Settings” menu located on left hand side of the screen.

Settings Emails

Add an Email Category:

To create a new email category, first click the white “Create New Category” button located in the top left of the screen.

Create New Email Category

Now, just give your email category a name and click the “Create Category” button at the bottom right of the screen. Now you will be able to move email templates into this category. You will be prompted to add a new email template when your category is first created, or if there are no emails currently in that category.

Once you name the category, click the green “Create Category” button at the bottom to save.

Email Category Name

Edit or Delete an Email Category:

To edit an email category, mouse over the category name and click the “Edit Button” that appears to the right of the name.

Edit Category

Here you can now update the name of the email category. After completing the updates, click on the “Update” button.

Edit Email Category

 

To delete a email category, follow the same process as editing a category, except click “delete” in the bottom left corner of the edit screen (where the “cancel” button is in the picture above)

Delete category

Note: All emails must be removed from a category before it can be deleted. You can remove emails from a category by either moving them by hand through selecting the box on the right hand side of the email when you hover over it.