Create your contact categories

Transcript

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1. 0:01

   Welcome to FlairSuite. This is the first step towards sending your first email campaign. A campaign chooses who receives it by contact category, so we start by creating those categories.

2. 0:14

   First, sign in with your username and password.

3. 0:26

   Go to System, Apps Settings, then CRM, and open Categories. On a new company, this list is empty.

4. 0:41

   Click Add Category, type a name, and click Save. Our first group is for the people who signed up for your newsletter.

5. 0:53

   Let's add a second one the same way, for your VIP customers. Each category is a group of contacts you can email on its own.

6. 1:04

   Both categories now appear in the list. Later, when you build a campaign, you simply pick one of these groups, and only its contacts receive the email.

7. 1:14

   Your categories are ready, but they are still empty. Next, we put people in them. The next video is: Add the contacts you will email.