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Using Categories for Contacts

Categories provide a way to organize contacts in Mautic based on common attributes. By assigning contacts to relevant categories, you can better segment your audience for targeted marketing campaigns and personalized communications.

Warning

Currently, contact-categories need to be manually added or removed, as they cannot be managed through campaigns or automated processes.

You might want to use Tags instead, since their integration with Campaigns, Forms and Point Triggers is broader.

How to create a Category for Contacts?

Since only other resources allow for creation of element-specific categories, this is the path to have Categories for Contacts:

  1. Navigate to the Categories settings by clicking the gear icon in the top right and selecting Categories.
  2. Create a new category by clicking the "New" button on the top right part of the screen. Choose "Global" as the category type.
  3. Enter a name and description for the category that clearly identifies its purpose. Optionally assign a color.
  4. Save the new contact category and repeat steps 2-4 to create additional categories as needed.

Assigning Contacts to a Category manually

  1. Go to the Contacts page.
  2. Open a contact record that you want to assign to a category.
  3. Under the dropdown, open its Preferences and select the "Categories" sub-tab.
  4. Click on the empty field to open all available categories
  5. Select each relevant options you want to assign the contact to.
  6. Save the changes to the contact record. The categories are now associated with that contact.
  7. Repeat the category assignment process for other contacts if you want.

Success

Use the assigned categories for segmentation. Create segments that filter contacts based on their assigned categories and use them later as source for Campaigns.

Results

Now, Contacts are organized into relevant categories and you can filter contacts by their assigned categories

Info

Keep your contact categories focused and avoid creating too many granular categories that will be difficult to maintain and use effectively for segmentation.

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