Client categories allow you to group contacts together. You will be able to filter on contacts that have been put in a specific category, and either send them a mailing through Animana or export that information into a spreadsheet. For example, you could assign regular clients as a category “Regular customers”, then you could do a mailing to this group thanking them for their regular business.

Before you start

Step-by-step instructions

1. Go to > General Settings > Client Categories.
2. Click to add a new client category.

   

3. Enter the name of your new client category.

   

4. Click Save.

You have now created a new client category. It will be added to your list automatically.

More about this

How do I rename a client category?

1. Go to > General Settings > Client Categories.
2. Click the appropriate row.
3. Change the name as desired.
4. Click Save.

How do I delete a client category?

1. Go to > General Settings > Client Categories.
2. Click the red trash icon on the appropriate row.
3. You will be prompted to confirm.

   

4. If you are absolutely certain that you want to delete the client category click OK.

How do I assign a client category to a client?

1. Search for the client and click the client’s name in the search results.
2. Click the Client Data tab.

   

3. On the left-hand side click the drop-down by “category” and select the category that you want to assign to this client.

   

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    Note that a client can be assigned to only one category.
4. Click Save.

Related articles

• How do I send marketing messages based on client data? (in step 4 of this article you would then select the client category)
• How do I edit a contact?
• What information can I manage in the Client Data tab?