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Creating Categories & Sub Categories in Social CRM

Creating Categories & Sub Categories

Categories are useful to segment customers as per the business needs, using the broadcaster tool you can send customised messages to the subscribers in a specified category / sub category.

Tags & Categories can be  used together for better customer segmentation and management. 

Creating New Category

To add Category Go to Social CRM -. Subscriber -> then navigate to right top of the page , you can click on the + icon as shown in the below image and enter your category name, you can also create a sub category under a main category.

 

crm-adding-categories

 

Mapping Subscribers Into Category

From the Subscribers list you can map a subscriber to a specific category as shown below ; you can add a subscriber into multiple categories

crm-updating-category

 

Auto Mapping Subscribers Into Category

You can instruct the system to automatically add new subscribers into a specific category , for doing this you need to navigate to Social CRM -> Settings -> Settings (Tab) -> Category Auto Subscription (Menu)

This feature is useful to segment leads / customers, for an example if you are doing an exhibition for 2 days and published your WhatsApp number to collect leads , you can create a new category “Exhibition” and map new subscribers into the Category, later you can send messages from broadcaster by selecting the subscribers in “Exhibition” category.

category-settings

Filtering Subscribers in Categories 

You can filter subscribers in a particular category by selecting the Category / Sub Category from the right side as shown below, you can select multiple categories accordingly the subscribers list will get updated in the left side.

crm-category-filters

 

Tags & Categories can be  used together for better customer segmentation and management. 

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