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Categories and Sub-Categories Follow

Overview

The platform allows you add categories and sub-categories, which can be assigned when creating a whitepaper in your campaign. If a whitepaper is not associated with a category, it will only be displayed in the content block and not in the category, advertiser or search pages - which can lead to a lot of confusion for your users.

Creating a Parent Category

1. Once you have logged into the platform, go to System in the left column and select System Categories from the dropdown menu.

Image showing the sidebar with System Categories highlighted in red

 

2. Click 'Setup Parent Categories' in the Data Categories sections.

Image showing the Data Categories section, with Setup Parent Category highlighted in red

 

3. Enter a Category Name and click Save when you are done.

Image showing the Setup Categories window

 

Creating a Sub-Category

1. Once you have logged into the platform, go to System in the left hand column and select System Categories from the dropdown menu.

Image showing the sidebar with System Categories highlighted in red

 

2. In the Data Sub-Categories section, click 'Setup Sub-Category'.

Image showing the Data Sub-Categories section, with Setup Sub-Category highlighted in red

 

3. Enter your Sub-Category Name. Click the dropdown menu and select your Parent Category and your Data Type. Click Save when you are done.

Image showing the Setup Categories window

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Related articles

  • Data Dictionary
  • HTTP Integration Examples: Hubspot Forms
  • Assets and Tracking Links
  • Getting Your Campaign Started
  • Enterprise Overview
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