Adding categories for your offers
Use the Categories page in Subscription Settings to set filters that help your team locate offer campaigns in the Retail > Campaigns page. Setting these values is optional.
You're planning a series of seasonal campaigns: a summer sale, a back-to-school promotion, and a major election-year subscription drive. To make these offers easy for your team to find and manage later, you start by setting up categories.
You create a top-level categories called Seasonal Promotions and add subcategories like Summer and Back-to-School. For the election campaign, you create a separate category called Special Coverage, with a subcategory Politics and a detail of Election 2024.
Later, when your team is building offers in Retail > Campaigns, they can assign these categories to each offer. For example, the Independence Day discount is tagged under Seasonal Promotions > Summer, while the election subscription drive is tagged under Special Coverage > Politics.
Later, when you need to review campaign performance, you open the Campaigns page and filter by Seasonal Promotions to compare the summer and back-to-school campaigns side by side.
Procedure
To set categories for your offers, complete the following:
Navigate to Subscriptions > Settings > Offers > Categories. The Category management page opens.
Click Create category.
Enter a Category name.
Optionally, click Add Subcategory.
Enter a Subcategory name.
Click Add detail. The Detail text field opens.
Enter your subcategory description.
Click Apply.
Click Create.
Your category becomes available to your team, so they can apply it when creating a new offer campaign.