Message Categories let you group together messages (both email and social) for tracking purposes. For example, you may want reporting on all messages related to a specific product or event promotion. Using this functionality, you’ll create your own categories and choose which emails, Tweets, and Facebook posts to include in a category. Once deployed, you’ll have access to reports that compares and contrasts the performance of all of the Message Category messaging.
Creating and Managing Message Categories
To create a Message Category, go to Tools>Message Tools>Manage Message Categories. Simply input a category name in the Create a Category text box (upper left) and click GO. The category appears in a grid below, along with your other categories and related data points, such as number of messages in the category and category create data. You also have functionality, represented by icons, to Show Messages in a category, Delete a category, and Modify the name of the category.
By selecting the Show Messages in a Category icon, you have access to functionality to Switch Categories. Click the Switch Categories icon and select the category you want to switch the message TO from the pull-down menu in the pop-in. Click Submit and the message’s Message Category is switched.
Adding Messages Unassociated with a Category to a Category
From the main manage Message Categories page, you can make category associations to unassociated messages (this applies mainly to messages created prior to the introduction of the Message Categories functionality). Click the View messages not associated with a category link in the upper right and a page is displayed where you can view all unassociated messages. Select the message you want to associate with a Category and click the GO button. A pop-in appears. From the pull-down menu, choose the category you want to associate the communication with and click Submit. This associates the message with the designated Message Category.
Adding New Messages to a Category
You can associate new messages with a Message Category on the main Messages page. From the top pull-down menu, select a message category, input a name for the message in the text box below, and and click the GO button. You can also associate Quick Posts with a Message Category by using the Message Categories pull-down menu on the Quick Post platform.
The main benefit of the Message Categories functionality is the reporting it generates. To view it, go to Reports>Social Reports. Click Categories in the top navigation bar. The left-hand pull-down menu displays all of your Message Categories. The right-hand pull-down displays the report types. Simply select a Message Category and a Report type and that report will run for that message category.
Trends Report – Line graph comparing the number of deployments and clicks for all messages (social and email) associated with the Message Category.
Category Overview – Grid view and pie charts comparing the performance of all messages (social and email) associated with the Message Category.
Click Comparison – Grid view comparing clicks of all messages (social and email) associated with the Message Category.
Category Messages – Grid view of all messages associated with the Message Category. For each message, data points in the grid include actual content (social) or message name (email), channel, account, date posted, clicks, and a link to details.
Calendar View – For the Message Category, report displays the schedule of deployed Tweets, Facebooks posts, and Real Magnet emails in a calendar format.
Overall Facebook Category Metrics – Bar graph of Posts, Comments, Likes, and Clicks for all Facebook posts associated with the Message Category.
Engagement Metrics by Post – Grid view displaying all posts associated with the Message Category along with details on Comments, Likes, and Clicks, Date Posted, Date Modified, Account, Message (i.e. associated email message), and Category. A Details icon also allows you to drill down to view details of a specific Post.
Overall Twitter Category Metrics – Bar graph of Tweets, Retweets, Mentions, and Clicks for all Tweets associated with the Message Category.
Engagement Metrics by Tweets – Grid view displaying all tweets associated with the Message Category along with details on Retweets, Clicks, Date Posted, Date Modified, Account, Message (i.e. associated email message), and Category. A Details icon also allows you to drill down to view details of a specific Post.
Real Magnet Detailed Tracking Data – Grid view showing data on Delivered, Sent, Opens, and Clicks for all email messages associated with a Message Category. Details icon associated with line item allows you to drill down for details.
This concludes the Messages Categories tutorial. If you have any questions, please contact Customer Support at 301-652-5074 or email firstname.lastname@example.org.