Categories are essential in your database. For example, you could group people with shared interests into categories.

This article covers:

• About categories
• Set up a category group
• Set up categories
• Update and reassign categories

About categories

By categorising your contacts, you can target your marketing efforts more effectively and produce accurate contact reports. Additionally, we enable you to categorise properties, which helps organise projects together. 

Categories can be used in a variety of ways, including grouping contacts from enquiries or events to support filtering, marketing, and reporting.

You can create groups like the following:

• Hot Buyers
• Cold Buyers
• Monthly Newsletter

Set up a category group

1. Go to: Settings > Categories

Depending on the group you would like to create:

2. Click on the Contact Category Groups tab or the Property Category Groups tab
   
3. Click Add Category Group
4. The Add/Edit Category Group screen will appear, where you can enter the name of the group and select which contact types it applies to
   
5. When done, click Save
6. You can edit or remove an existing category group via the Edit button on the right-hand side
   

Set up categories

1. Go to: Settings > Categories

Depending on the type of category you would like to create:

2. Click on the Contact Categories tab or the Property Categories (Projects) tab
   
3. Click Add New Category
4. The Add/Edit Category screen will appear, where you can add the category name, category group, and visibility settings (for property categories, you will only require a name)
   

When creating or editing a category, you can set Visibility to control who can see and use the category. This determines whether the category is available to everyone or limited to specific teams or users.
 

If you select a team as the Visibility, anyone in that team can view and edit the category.

5. Click Save

Update and reassign categories

To edit a category:

1. Go to: Settings > Categories
2. Click on the Contact Categories tab or the Property Categories (Projects) tab
3. Click Edit on the right side of the chosen category
   

To delete a category:

1. Go to: Settings > Categories
2. Click on the Contact Categories tab or the Property Categories (Projects) tab
3. Click Remove on the right side of the chosen category
   
4. If needed, you can assign the contacts to a different category.
5. Click Remove

What's next?

Learn how categorising properties helps you filter and report on projects across Vault.