Knowledge

Category screen is used to create and manage data groups of Stage, Point action, Asset, Form, Email, SMS, Email Template, SMS Template, Segment, Campaign

1. Create Category

- Step 1: Select the Settings menu -> Select the Category screen -> Select the Add function included in the screen

-Step 2: The system will display the Category screen -> Enter necessary data

* Explanation:

   o   Name: enter a reminder name

   o   Type: choose the type of this Category

   o   Color: choose a color that reminds you to sort and search later.

   o   Description: a detailed description of this Category. You should describe the meaning clearly and in as much detail as possible.

2. Edit Category

Edit function available in the screen corresponding to the data line to be edited

3. Delete Category

Delete function corresponding to the data line to be deleted