Message Categories

Message Categories let you tag every campaign with a purpose (example: promotions, order tracking, security).

Use categories for:

• Purpose-based consent (granular opt-in / opt-out per purpose)

• Campaign hygiene (every message has a clear intent)

For the full model (channel permission + purpose permission), see Granular User Consent Management.

Create categories once under Settings > Message Categories. Then select a category while building each campaign.

Create a message category

1

Open Message Categories

Go to Settings > Message Categories.

2

Create and save

1. Click Create.

2. Fill in Category ID and Category Name.

3. Click Save.

Create a category in Settings

Field definitions

Category ID

Stable key used in reporting and exports. Treat it like an immutable identifier.

Category Name

Human-readable name shown in the panel. You can adjust naming later without breaking analysis (as long as the ID stays stable).

Best practices for Category ID

• Keep it short and stable (example: promo).

• Use a purpose, not a channel. Categories are cross-channel.

• Prefer lowercase and avoid spaces (example: order_tracking).

• Don’t change IDs after launch. Create a new category instead.

Category ID and Name

Assign a category to a campaign

1

Go to the content step

While creating a campaign, open Step 2: What (or the channel’s equivalent “Content” step).

2

Select the category

Pick the category that matches the campaign’s purpose.

Select a category in the campaign flow

More examples (different channels)

If you don’t assign a category, you can’t reliably analyze campaigns by purpose. If you use purpose-based consent, Netmera can’t enforce it without a category.

Reporting by message category

Channel Reachability (opt-in / opt-out by category)

Use this to validate how many users are reachable per purpose.

• Channel Reachability

Opt-in and opt-out users by message category

Related pages

• Granular User Consent Management

• Message Categories (Settings)

• Message Labels

• Channel Reachability