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ch015_setting-up-your-list-categories.xhtml
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ch015_setting-up-your-list-categories.xhtml
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<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.1//EN"
"http://www.w3.org/TR/xhtml11/DTD/xhtml11.dtd">
<html xmlns="http://www.w3.org/1999/xhtml"><head><title/></head><body><h1>Setting up your List Categories
</h1>
<p>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.
</p>
<p>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.
</p>
<ol><li>Categories are set up before any lists are made (<strong>categories before lists</strong>).</li>
<li>Categories are set up to help organize pre-exisitng lists (<strong>lists before categories</strong>).
<br/></li>
</ol>You should follow the section most appropriate to your situation.
<br/><ol/><h2>Categories before lists
</h2>
<p>To create your categories go to <strong>Config</strong> > <strong>Settings</strong>
</p>
<p><img src="static/phpList_footer_menu.png" alt="phpList config settings menu" height="236" width="550"/><br/></p>
<p>Scroll down until you find <strong>Segmentation settings</strong>
<br/></p>
<p><img src="static/phpList_config_segementation_settings_1.png" alt="phpList segmentation settings list categories" height="201" width="565"/> 
</p>
<p>Enter the names of your categories, separated by a comma.
</p>
<p><img src="/phplist/_edit/static/phpList_config_segementation_settings_2.png" alt=""/></p>
<p>In the image above you can see I have made a list category called <strong>veganism, </strong>for example. This is because I know I will have several lists about veganism in the future, for example, recipes, campaigning, events and philosophy.
</p>
<p><em>NEXT, See the section about <strong>Using categories </strong>at the bottom of the page.
<br/></em>
</p>
<h2>Lists before categories
</h2>
<p>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<strong> Subscribers </strong>> <strong>Subscriber lists. </strong>
</p>
<p><img src="static/phpList_lots_of_lists.png" alt="phpList how to manage large number of lists" height="553" width="601"/></p>
<p>Then click <strong>Categorise lists</strong>. 
</p>
<p><img src="static/phpList_categorise_lists_1.png" alt="phpList how to bulk categorise lists" height="270" width="380"/> 
</p>
<p><span>If you have no categories at all yet, you will see the following screen:</span>
</p>
<p><img src="static/phpList_categorise_lists_2.png" alt="configure categories button" height="272" width="527"/><br/></p>
<p>Click  <strong>Configure categories</strong>.
</p>
<p><em>If you already have a few categories you will see a similar screen with the <strong>Configure categories</strong> button (which you still must click) in the top right. </em>
</p>
<h3>Create your categories 
</h3>
<p>
</p>
<p>Add your categories, one by one, with commas between them.
<br/></p>
<p><img src="static/phpList_categorise_lists_4.png" alt="phpList create categories for lists" height="285" width="540"/><br/></p>
<p>Click <strong>Save Changes</strong>.
</p>
<h3>Add lists to categories
</h3>
<p>Go back to <strong>Subscribers</strong> > <strong>Subscriber lists</strong>. Click the <strong>Categorise lists</strong> button.
</p>
<p><img src="static/phpList_categorise_lists_1.png" alt="categories lists add a list" height="270" width="380"/></p>
<p>Select the correct category from the drop-down beside each list.
</p>
<p><em>If a list is already categorized, it will not be displayed.
<br/></em>
</p>
<p><img src="static/phpList_categorise_lists_5.png" alt="assign lists to a category in bulk phpList" height="246" width="588"/><br/></p>
<p>Carry on till all the lists are matched with a category if possible.
<br/></p>
<p><img src="static/phpList_categorise_lists_6.png" alt="categorised lists phpList" height="377" width="578"/></p>
<p>If you find a list that does not fit into a category you can keep it in <strong>Uncategorized</strong> by leaving <strong>--Choose category</strong> in the dropdown and make a new category later.
</p>
<p>When you have finished click <strong>Save. </strong>Then, if you want to create more categories click the <strong>Configure categories</strong> button at the top of the page again and repeat the cycle. 
</p>
<p><em>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. </em>
</p>
<h2>Using your categories
</h2>
<p>Once you have finished setting up categories, they should become part of your everyday workflow with phpList.
</p>
<p>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. 
</p>
<p><img src="static/phpList_config_segementation_settings_3.png" alt="using lists categories phpList" height="407" width="344"/></p>
<p>Also, as a second example of categories in use; when you send a campaign you can look for your lists by using categories too.
</p>
<p><img src="static/sending_categories.png" alt="using phpList categories" height="241" width="600"/> 
</p>
<h2> Feedback
</h2>
<p>Discuss this chapter <a href="https://discuss.phplist.org/t/setting-up-your-list-categories-manual-chapter-feedback-and-discussion/208">here</a>. 
</p>
<br/></body></html>