🗂️ Categories

To access Category:
➡️ Go to Settings → System Configuration → Category from the Top Bar.

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🎯 Campaign Category

note

Planned marketing efforts designed to generate and nurture leads through targeted strategies.
Examples: email campaigns, social media promotions, and other outreach activities.

📝 Fields

Fields:

• Name – Unique title for the category
• Description – Brief explanation of its purpose

Actions:

💾 Save

Save → Click Save to store the entry after completing details.

🗑️ Delete

Delete → Click the Delete icon in the action column to remove an entry.

Managing Campaign Categories

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🗂️ Asset Category

note

Categorizes marketing assets (e.g., eBooks, Whitepapers, Videos) to ensure easy retrieval and management.

Fields:

• Name – Unique title for the asset category
• Description – Brief explanation of its purpose

Actions:

💾 Save

Save → Click Save to store the entry after completing details.

🗑️ Delete

Delete → Click the Delete icon in the action column to remove an entry.

Managing Asset Categories

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🌐 Social Media Category

note

Groups social media posts or campaigns by themes (e.g., Seasonal, Product Launch, Educational).

Fields:

• Name – Unique title for the social media category
• Description – Brief explanation of its purpose

Actions:

💾 Save

Save → Click Save to store the entry after completing details.

🗑️ Delete

Delete → Click the Delete icon in the action column to remove an entry.

Managing Social Media Categories

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📅 Calendar Category

note

Organizes marketing events and activities in the platform calendar by category (e.g., Webinars, Internal Meetings).

Fields:

• Name – Unique title for the calendar category
• Description – Brief explanation of its purpose

Actions:

💾 Save

Save → Click Save to store the entry after completing details.

🗑️ Delete

Delete → Click the Delete icon in the action column to remove an entry.

Managing Call Script Category Configuration