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A Message Category is required every time you send an email, this guide will help you: How to Send an Email |
Adding a New Category
Navigate to
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Email > Message
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Categories.
Click the green “Add Category” button.
Complete the Wizard:
Name: The name of the Message Category.
Description: A description of the types of messages that will be sent using this Category.
Has Legitimate Basis: If checked, users won’t need to consent to this Message Category, but this should not be used for all emails, only necessary ones.
Obsolete: Check when this Message Category no longer applies.
OK: Once happy with the details, click “OK” to save the Message Category.
The consent can now be used when you send emails.
Users will need to consent to the Message Category if it is not a Legitimate Basis Category. This guide will explain more about users consenting to Message Categories: Consents & Agreements
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