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Edit or Delete an Email Category

In this article, you will learn how to edit or delete you email category. Like all other categories, email categories are used to help keep items organized. Email categories allow for you to have multiple different types of emails organized for quick editing and triggering.

To begin, make sure you are in the Message Management interface by selecting the “Emails” tab under the “Settings” menu located to the right of the Regpack logo.

Settings Emails

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.

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