How do categories work?
Categories are profile information and other labels linked to each coworker. Add and manage your categories in the "categories" section of the "Admin Panel."
The categories are the coworker's profile information you, as an Admin can collect, such as the “Department”, the “Function” or the “Location” etc. Each category corresponds to a number of values: “marketing”, “communication”, and “human resources” for example "Department" values and “Paris”, “Berlin”, and “Lisbon” values of “Location”.
Organize your membership list
Edit the program's audience
Create relationship rules
Integrate profile information into the contact email
Filter/Segment Dashboard View
Update their profile
Set their preferences
There are several ways to create categories. Categories and category values can be created:
Manually
Via a .csv import where you add users at the same time
Via SCIM provisioning
When you have a lot of categories to add, we recommend using the bulk option, where you can add the types of categories on the CSV file and upload them.
Good to Know
As an Administrator, you can hide categories from members limiting their choice in terms of Preferences and Instant Match. By default, any category is visible and available among the options in their preferences and Instant Match sections.
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