Message Categories

Message Categories define the business purpose of a campaign. They allow you to classify every message according to why it is sent, independently from the channel used (Push, Email, SMS, Web Push, WhatsApp etc.).

A message category represents intent, not delivery method.

Examples of categories:

• promotions

• order_tracking

• security

• transactions

• announcements

Categories are cross-channel. A single category (for example, order_tracking) can be used for Push, Email, and SMS campaigns.

Why Message Categories Are Important

1. Purpose-Based Consent (Granular Permission Management)

Traditional communication models rely only on channel-based permission:

• Push: allowed / not allowed

• Email: allowed / not allowed

However, modern privacy standards and user expectations require more granular control. Users may want to receive some types of communication while rejecting others.

Purpose	User Preference
Promotions	Opted out
Order Updates	Opted in
Security Alerts	Opted in

This is called purpose-based consent.

When a campaign is assigned a message category:

• Netmera checks whether the user has granted permission for that purpose.

• Delivery occurs only if both channel permission and purpose permission are valid.

• If the user has opted out of that category, the message is automatically blocked.

Without a category assignment, purpose-level enforcement cannot be applied.

2. Compliance and Governance

Message Categories help ensure regulatory compliance and internal governance.

They:

• Separate marketing content from transactional or mandatory messages.

• Prevent accidental misuse of transactional channels for promotional content.

• Provide a clear audit trail of communication intent.

• Support compliance with regulations requiring explicit purpose limitation.

Each campaign must clearly define its purpose. This reduces ambiguity and operational risk.

Delivery Logic: Channel + Purpose Model

Netmera evaluates message delivery using two independent checks:

1. Channel Permission Whether the user allows communication through the selected channel (Push, Email, SMS, etc.).

2. Purpose Permission (Message Category) Whether the user allows communication for the specific business purpose.

Delivery occurs only if both conditions are satisfied.

This dual-layer model ensures both technical and regulatory compliance.

For the complete consent structure, see Granular User Consent Management.

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.

Purpose-Based Reporting and Analytics

Message Categories enable reporting by business intent rather than by channel alone. For example, Channel Reachability reports can show how many users are reachable for:

• promotions

• order_tracking

• security

Without category assignment, this level of analysis is not reliable.

• Channel Reachability

Opt-in and opt-out users by message category

Summary

Message Categories are a structural foundation for:

• Granular consent enforcement

• Compliance with purpose limitation principles

• Clean campaign classification

• Reliable reporting by business intent

They are not optional labels. They are a core part of how Netmera manages responsible and measurable communication.