Need to Categorize Contacts

[tpetruk]

Hi,

I am not using Sugar to run a business, but just to manage contacts and send mass email.

One thing that I am not sure about however is how I can categorize my contacts so if I get a group that are part of a certain program I can keep them separate to easily determine what group of people to send certain mass emails to.

For example, if I have a group that is interested in Sports, and a group interested in Cooking, then I can easily set up a campaign to send out emails to just the Sports contacts. Now I might also want some contacts to be in Sports AND Cooking.

What is the easiest way to do this? Should I use Accounts as categories, or does that not let me target a group for an email campaign?

Trevor.

[malcolmh]

Hi,

I am not using Sugar to run a business, but just to manage contacts and send mass email.

One thing that I am not sure about however is how I can categorize my contacts so if I get a group that are part of a certain program I can keep them separate to easily determine what group of people to send certain mass emails to.

For example, if I have a group that is interested in Sports, and a group interested in Cooking, then I can easily set up a campaign to send out emails to just the Sports contacts. Now I might also want some contacts to be in Sports AND Cooking.

What is the easiest way to do this? Should I use Accounts as categories, or does that not let me target a group for an email campaign?

Trevor.

Hi,

Use the Studio component (Admin -> Studio) to create defferent marketing fields, either check boxes or multiple lists.

Hope this helps

[tpetruk]

That looks like it will work well, I just tried adding some custom fields to contacts (checkboxes), but they don't show up when I look at any contacts now. Where should they appear?

Thanks,

Trevor.

[Sturmey]

you have to go into the studio component and change the layout of the contacts page, or whichever page you want to add the fields to.

On a related note, is there a way to add a custom field to the search?

Sturmey