Categories
Categories are colored labels you file your templates and interactions under — by purpose or by team, such as "Newsletter" or "Sports desk" — so you can filter each list down to the ones you care about.
Every template and interaction has at most one category, or none. A category is shared across your organization: the same set is available everywhere templates and interactions are labeled.
Built-in categories
Every organization starts with eight built-in categories, each with its own color:
| Category | Color |
|---|---|
| Purchase offer | Green |
| Upgrade offer | Teal |
| Adblocker | Red |
| Registration | Blue |
| Newsletter | Indigo |
| Metering | Amber |
| Affiliate | Violet |
| Social | Pink |
You can rename a built-in category's color, but built-in categories can't be renamed or deleted. Create your own alongside them whenever you need something more specific.
Managing categories
Go to Organization Settings → Categories to see every category:
| Column | What it shows |
|---|---|
| Category | The category's colored badge. Click it to edit. |
| Type | Built-in or Custom. |
| Templates | How many templates use it. The count links to the Templates list filtered to it. |
| Interactions | How many interactions use it. The count links to the Interactions list filtered to it. |
Creating and editing a category
Click Add category, or click an existing category, to open the category drawer. A live badge previews your changes.
| Field | What it sets |
|---|---|
| Name | Up to 50 characters. Read-only for a built-in category. |
| Color | The badge color, chosen from ten swatches: slate, red, orange, amber, green, teal, blue, indigo, violet, and pink. |
Save the drawer to apply your changes.
Deleting a category
A custom category has a Delete button in its drawer. Deleting asks you to confirm and tells you how many templates and interactions will become uncategorized — deleting a category never deletes the templates or interactions in it, it only removes the label.
Built-in categories can't be deleted.
Assigning a category
Open a template or an interaction, then open its Settings drawer from the ⋯ menu. Under Organization, pick a Category. Admins can create a new category inline from the picker without leaving the editor. You can set a category while creating a template or interaction or at any time afterward.
A template managed by GitHub Sync is otherwise read-only in the dashboard, but you can still change its category.
Filtering by category
The Templates list and the Interactions list both show category tabs beneath the status tabs — one tab for each category in use, plus Uncategorized. Click a tab to show only that category's records; click the active tab again to clear the filter. Each row shows its category's badge.
Permissions
| Action | Viewer | Member | Admin |
|---|---|---|---|
| See categories and filter by them | ✅ | ✅ | ✅ |
| Assign a category | ✅ | ✅ | ✅ |
| Create, edit, and delete categories | ❌ | ❌ | ✅ |
Assigning a category to a template or interaction follows the same permission as editing that template or interaction. Only admins manage the category list itself.
Related
- Templates — Build and categorize templates
- Interactions — Categorize and filter interactions
- Permissions — Who can manage categories