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Setting up your List Categories

When you have more than a handful of lists you will need to organize them into categories. You will be promoted to do this once you create more than 16 lists.

You can create categories to help you organize your lists at any time, and so the exact method you should use depends on your situation. In this chapter there are two suggested workflows.

  1. Categories are set up before any lists are made (categories before lists).
  2. Categories are set up to help organize pre-exisitng lists (lists before categories).
You should follow the section most appropriate to your situation.

    Categories before lists

    To create your categories go to Config > Settings

    phpList config settings menu

    Scroll down until you find Segmentation settings

    phpList segmentation settings list categories 

    Enter the names of your categories, separated by a comma.

    In the image above you can see I have made a list category called veganism, for example. This is because I know I will have several lists about veganism in the future, for example, recipes, campaigning, events and philosophy.

    NEXT, See the section about Using categories at the bottom of the page.

    Lists before categories

    If you use phpList a lot and you are using list segmentation you will soon end up with more lists than you can easily manage without categorising. To start categorising your lists go to Subscribers Subscriber lists. 

    phpList how to manage large number of lists

    Then click Categorise lists

    phpList how to bulk categorise lists 

    If you have no categories at all yet, you will see the following screen:

    configure categories button

    Click  Configure categories.

    If you already have a few categories you will see a similar screen with the Configure categories button (which you still must click) in the top right.

    Create your categories 

    Add your categories, one by one, with commas between them.

    phpList create categories for lists

    Click Save Changes.

    Add lists to categories

    Go back to Subscribers > Subscriber lists. Click the Categorise lists button.

    categories lists add a list

    Select the correct category from the drop-down beside each list.

    If a list is already categorized, it will not be displayed.

    assign lists to a category in bulk phpList

    Carry on till all the lists are matched with a category if possible.

    categorised lists phpList

    If you find a list that does not fit into a category you can keep it in Uncategorized by leaving --Choose category in the dropdown and make a new category later.

    When you have finished click Save. Then, if you want to create more categories click the Configure categories button at the top of the page again and repeat the cycle. 

    If a list has already been categorised and you want to change the category, you can do this by editing the list from the main lists page. 

    Using your categories

    Once you have finished setting up categories, they should become part of your everyday workflow with phpList.

    For example, when you make a new list, you can assign it to a category during the creation stage. In this image I have created a list called Vegan Recipes and I can categorize it under veganism. 

    using lists categories phpList

    Also, as a second example of categories in use; when you send a campaign you can look for your lists by using categories too.

    using phpList categories 

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