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Category setting in Marketing Automation

Category

Purpose

The Category screen is used to create and manage classification groups throughout the Thulo Marketing Automation module.

Categories help organize records, improve filtering and reporting, and provide a structured way to manage marketing assets and automation components.

Categories can be assigned to various Marketing Automation entities, including:

  • Stages

  • Point Actions

  • Assets

  • Forms

  • Emails

  • SMS Messages

  • Email Templates

  • SMS Templates

  • Segments

  • Campaigns

By organizing records into categories, users can quickly locate, filter, sort, and manage related marketing assets and activities.

Create

To create a new Category:

  1. Navigate to Marketing Automation → Settings → Category.

  2. Click Add.

  3. Complete the required fields.

  4. Click Save to create the category.

Alternatively:

  • Click Close to cancel the operation without saving.

Once saved, the Category becomes available for selection throughout the Marketing Automation module wherever the selected category type is supported.

View

To view existing Categories:

  1. Navigate to Marketing Automation → Settings → Category.

  2. Review the Category list.

  3. Use available search, filter, or sorting options to locate specific records.

The screen displays all configured Categories along with their associated types and details.

Edit

To modify an existing Category:

  1. Navigate to Marketing Automation → Settings → Category.

  2. Locate the Category you want to edit.

  3. Click the Edit icon corresponding to the record.

  4. Update the required information.

  5. Click Save to apply the changes.

Alternatively:

  • Click Close to exit without saving changes.

Updated information becomes immediately available throughout the Marketing Automation module.

Delete

To delete a Category:

  1. Navigate to Marketing Automation → Settings → Category.

  2. Locate the Category you want to remove.

  3. Click the Delete icon corresponding to the record.

  4. Confirm the deletion.

The Category is permanently removed from the system.

Field Descriptions

Field Description
Name The name of the Category. Use a clear and descriptive name that identifies the purpose of the category.
Type Defines the object type that can use this Category. Examples include Campaign, Segment, Email, SMS, Form, Asset, Stage, and other supported Marketing Automation entities.
Color Visual identifier used to improve organization, sorting, filtering, and recognition of categories throughout the system.
Description Detailed explanation of the Category's purpose and intended usage. Providing clear descriptions is recommended for administrative and reporting purposes.

Workflow Rules

Category Type Assignment

Each Category is associated with a specific Type.

The selected Type determines where the Category can be used within the Marketing Automation module.

For example:

Category Type Available In
Campaign Campaign records
Segment Segment records
Email Email records
SMS SMS records
Form Form records
Asset Asset records
Email Template Email Template records
SMS Template SMS Template records
Stage Stage management
Point Action Point Action configuration

Only Categories matching the appropriate Type are available for selection within the corresponding screen.

Category Usage

Categories are used throughout the Marketing Automation module to:

  • Organize records

  • Improve search and filtering

  • Simplify reporting

  • Group similar marketing assets

  • Standardize data classification

Important Notes

  • Categories should be created before creating related marketing records whenever possible.

  • Choose meaningful names to ensure consistency across the organization.

  • Category colors are used for visual identification only and do not affect system behavior.

  • The selected Category Type determines where the Category can be assigned.

  • Deleting a Category may affect records that currently reference that Category.

  • It is recommended to review Category usage before deleting records.

  • Descriptions should clearly explain the purpose of the Category to assist other users and administrators.

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