Managing Email Categories

Managing Email Categories in Regpack

Email categories help you organize and streamline your email communications. They are essential for setting up automated emails and keeping your system efficient. Follow this guide to create, edit, and manage email categories.

Creating an Email Category

1. Navigate to Settings > Emails.
2. Click Create New Category at the top of the page.
3. Enter a name for the category.
4. Click Create Category.

Adding Emails to Categories

1. Drag and Drop:
   • Use the drag-and-drop feature located to the left of the checkbox on an email title.
2. Edit Properties:
   • Hover over the email and click Edit Properties.
   • Select the desired category from the Category dropdown menu.
   • Save your changes.

Editing an Email Category

1. Navigate to Settings > Emails.
2. Hover over the category you wish to edit and click Edit Category.
3. Update the category name.
4. Click Update Category to save changes.

Rearranging Categories

1. Navigate to Settings > Emails.
2. Click Tools > Order Categories.
3. Drag and drop the categories into your desired order.
4. Click Save to confirm the new arrangement.

Deleting an Email Category

1. Navigate to Settings > Emails.
2. Move any emails in the category to another category:
   • Drag and drop emails into a new category.
   • Alternatively, hover over the email, click Edit Properties, and select a new category from the dropdown menu.
3. Hover over the category you wish to delete and click Edit Category.
4. Click Delete Category in the bottom-left corner of the pop-up menu.
5. Confirm the deletion by clicking Yes.

Note: Deleting an email category is permanent. Ensure no emails remain in the category before proceeding.

By organizing your emails into categories, you can enhance the clarity and efficiency of your communication system. For additional assistance, contact support@regpacks.com.