Categorizing your list lets you target specific groups of members with email content that's tailored to their interests. This, in turn, can increase your response rates and reduce list fatigue.
Here's some examples of how you can use this feature (if you just want to know how to set this up and don't need examples, scroll down):
What is your age bracket?
- Response 1: <21
- Response 2: 21–35
- Response 3: 36–49
- Response 4: 50–65
- Response 5: 66+
Select which list you would like to join:
- Response 1: 20-minute Recipes
- Response 2: Fine Wine Specials
- Response 3: Gourmet Desserts
Which version of our newsletter would you like?
- Response 1: Daily news as it breaks
- Response 2: Weekly highlights
- Response 3: Monthly roundup of top stories
Contact From: (This category would be set to 'Hidden' so list members cannot see or change how they are categorized. It is useful for you to know in what context you met these people)
- Response 1: Annual Conference, January 2012
- Response 2: SES Breakfast Seminar, June 2012
- Response 3: SES Breakfast Seminar, October 2012
- Response 4: Phil's opt-in contacts
- Response 5: ASAE trade show booth attendees, Fall 2011
- Response 6: Business Networking Luncheon, May 15, 2012
- Response 7: Collaboration workshop attendees
- Response 8: Studio tour visitors
- Response 9: Visual highlights reception, March 6, 2012
- Response 10: Annual conference, January 2013
To create your categories, first go to 'List' in the top menu bar. Next, click 'Categorize List.' Fill out your category descriptions in the text fields provided, or pick and edit the sample categorizations we have included.
Categories can either be required, optional, or hidden. Required and optional categories will be displayed automatically on your signup form, while hidden ones will be obscured from your list members. Hidden categories may be useful for grouping list members for your own personal reference.
For each category, you can also choose between allowing members to select a single response or more than one response.
Enter as many categories as you would like in the spaces provided. When you are finished, select 'Save' to continue. After adding categories, your signup form will be automatically updated. However, if your signup form is posted on your website, you'll need to copy and paste the new code.
To tag existing list members to a specific category, first create a text tab delimited (.txt) file, or a comma separated value (.csv) file containing the email addresses and member information you want to include (for instructions on how to do this, please see support entry How do I prepare a file for importing?. Then, from your home page, select 'Add List Members' and 'Import List.'
Now you can choose the updated file list that you want to import. If you are updating current information about your list members, check the box to replace the existing information. Under 'Assign Categories' on the following page you will be able to tag this list to a specific category that you have previously created.
Please note that categories are permanent. Changing an existing category that already has member responses WILL NOT change the responses that users have made. Should you need to make such changes, please email us at firstname.lastname@example.org.