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Category Setup

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  1. Categories

Categories can track the types of messages being received and sent within your application.

Categories should be setup where contact type identification is desired e.g. promotions, brand split.  This feature is very useful to identify volume of calls by type to help with resource allocation and to provide a focus for identifying opportunities for continuous improvement.


To locate the Categories page go to Administration à Categories


  1. Category Setup


To view a summary of existing categories, select ‘Categories’ from the Admin Console page. All columns can be sorted by clicking on the top column name.


This view shows parent categories by name, sorted alphabetically, as well as a description.



The  when clicked on will expand and show the sub categories applicable to the displayed category. Only applicable when sub categories are enabled.  Click on the field heading  will expand and show all applicable sub categories.



You can Edit  categories using the edit icon or delete unused categories with the delete icon .


When deleting categories you will be prompted:


You can delete a newly created category, however once a category has been used to categorise a message it then forms part of the message history of a customer and therefore you will be unable to delete the category.  You can set the category to a status of ‘off’ to make it unavailable.


Click on ‘Add Category’ to add additional categories.



  • Status
  • Categories will appear in all category dropdown lists when the status is set to “On”
  • Name
  • This is the message category name that best describes the type’s messages that are associated.  This name will appear in all Category drop down lists. This will be a parent category where no parent is associated, or a subcategory if another category is assigned in the Parent Category field
  • Description
  • This is the description of the category and should be used to state what types of messages it is to be used for.
  • Parent Category
  • If a category is selected from the list of available Parent Categories this category is deemed to be a subcategory of the selected parent. If no category is selected then this category is considered to be a parent category.
  • Channels and Direction
  • Choose which channels the category applies to.  To do this you click in the corresponding check box.  Also indicate the direction – i.e. in / out SMS messages only.
  • Templates
  • The functionality for filtering templates by Category is not available in this release of MC.
  • A Category can have a number of templates linked to it. This will be used by the outbound editor to filter the list of available templates.  Until the category is selected all templates are available for use.
  • To enable category based template filtering you need to enable “Filter templates by category” in your sites Admin settings. If this is not ticked, all templates will available for all categories.
  • To associate a template to a category or subcategory; choose the appropriate template from the available list, then click on the ‘Add Template’ button, continue selecting and adding until all applicable templates are associated.


Once all required fields have been completed click on the ‘Save’ button to save your category.

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