How to Access Categories

From the efforts listing screen select from the reports menu
To access Categories click the category filter dropdown above the listing table.
At the bottom of the dropdown menu, click the

You can also access Categories by clicking into any testing group. You'll see a small icon under the testing group name, next to the selected categories for that group.
Once you reach the Categories screen, you'll find the list of all current testing group categories set up for your business, divided into paid and lead gen. For each of these categories, you'll be able to see how many active and archived testing groups there are.
Click the
The edit category dialog box will appear, complete the following fields:

You will not be able to rename or remove any of the core categories.

Description Edit the description.
Click the

Viewing categories is available to all users, but editing and managing custom categories requires the 'Testing Group' permission.

Adding a category

To create your own custom category:

Click in the upper left of the Testing Group Categories screen.
The Create Category dialog box will appear, complete the following fields:

Name Enter the name for the category
Category Type Choose whether the category will hod test for paid or lead gen items
Description Enter a description to distinguish the category from the other
Click

You're welcome to create categories of the same name in paid and lead gen if you'd like a particular category to be available for both.

Custom categories can be deleted as long as there are no testing groups assigned to them. Once a testing group is assigned to a category, you can edit its name and description, but not whether it applies to paid or lead gen efforts, nor can it be deleted.

Designing your own category system

Categories provide an opportunity for your team to take charge of testing groups and design an organization system that works for you. You could choose to make a category dedicated to testing subject lines and keep those separated from other copy related tests. You could split out categories for upsells and cross-sells if that's helpful for your team. Whatever supports your testing needs.

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