Working with Mautic Categories

Categories are a way to organize different elements and parts of Mautic. They can be used to indicate affiliations between Segments, Forms, Campaigns, Assets etc. as part of one marketing campaign.

Implementing a Category strategy majorly helps once you have lots and lots of different Emails, Campaigns, Assets etc. keeping everything in check and prevents from confusing elements with very similar names, because you can clearly distinguish the different Categories they are part of.

Categories can be created in the settings under the menu item “Category”. 

Global vs. Specific Categories

When creating a new Category you have to choose where this Category should be applicable. You have the ability to choose between “Global”, which makes the Category available for every possible part of Mautic:

Screenshot showing dialogue box to add a new category

In contrast to the global Categories, you can choose to create specific Categories for a single part of Mautic i.e. Segments, Emails or Assets. Those Categories then will only be available for the part of Mautic you have dedicated it to.

Screenshot showing the option to specify a category type

Contact Categories

There is also the option to add Categories to Contacts using the Contact preferences. Go to a Contact and open the Contact preferences, there you will find the option to manually add a Category for a Contact.
Screenshot of creating a contact category

At the current stage, it is not possible to add contact-categories using campaigns nor anything else. You have to manually add or remove those categories, making them unable to be handled in bigger Mautic instances.

Nevertheless, you can use a segment filter to check for contact categories.

Screenshot showing a Mautic segment with a filter set for a specific Contact Category

But as it is currently not really possible to maintain those categories in a scalable way yet, this feature is not usable to its full potential.

Author: Leon Elias-Oltmanns - Jul 5, 2022. This article has been viewed 436 times.
Online URL: https://kb.mautic.org/article/working-with-mautic-categories.html

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