Learn how to manage contact categories in MRI Vault to improve marketing segmentation and reporting accuracy.
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About contact categories
Contact categories help you group and segment contacts for marketing and reporting purposes. You can apply categories when adding new contacts or updating existing ones in the web or mobile app. Contact categories can be used in a variety of ways, including grouping contacts from enquiries or events to support filtering, marketing, and reporting.
Apply categories to a contact
To add or update categories for an individual contact:
- Go to: A contact profile
- Click the Categories tab
- Tick or untick the categories you want to apply
Tip: You can add new category groups or categories.
- Click Update Categories to apply your changes
What's next?
You can assign categories to multiple contacts at once using the filter contacts tool.