Manage Custom Category Templates

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From the Category Templates page, you can copy an existing category setThe structure of the transcript data your topic gleans, organized to aid in using the data for a specific purpose. Out-of-the-box category sets include Intent to Buy and Risk Aversion. to create a new one, rename a custom category set, delete a custom category set, and launch the category editor to modify a custom category set.

Create a Custom Category Template

You can use an out-of-the-box category set to create a custom category set.

1. Click Settings → Category Templates.
2. Locate the category set you want to use to create your custom category set and click Create Category Template in the corresponding row.
3. Type a unique and descriptive name for the category set in the Name field. From the Topic Used to Find Categories drop-down, select the topic you want to use to pull in contacts to help you modify categories. Click Save. The new category set appears below the out-of-the-box category sets in the table and a progress bar appears.
4. When the new category set is ready, click its name to open it and modify the category set to meet your needs.

Rename a Custom Category Template

1. Click Settings → Category Templates.
2. Scroll down to the custom category setThe structure of the transcript data your topic gleans, organized to aid in using the data for a specific purpose. Out-of-the-box category sets include Intent to Buy and Risk Aversion. you want to modify and click the three dots located on the far right of the row. ClickChange Name/Topic.
3. In the Category Template window, change the category set name in the Name field and click Save.

Select a New Topic Assigned to a Custom Category Template

1. Click Settings → Category Templates.
2. Scroll down to the custom category setThe structure of the transcript data your topic gleans, organized to aid in using the data for a specific purpose. Out-of-the-box category sets include Intent to Buy and Risk Aversion. you want to modify and click the three dots located on the far right of the row. Click Change Name/Topic.
3. In the Category Template window, open the Topic Used to Find Categories drop-down and select the topic you want to use for customizing the category set. Click Save.

Delete a Custom Category Template

1. Click Settings → Category Templates.
2. Scroll down to the custom category setThe structure of the transcript data your topic gleans, organized to aid in using the data for a specific purpose. Out-of-the-box category sets include Intent to Buy and Risk Aversion. you want to delete and click the three dots located on the far right of the row. Click Delete.
3. Click Delete in the Delete Category Template confirmation window.