Tuesday, January 21, 2014

Understanding Categories

We are continuing our "Understanding" posts this week by talking about categories. Categories are one of the most important aspects of your Squareberry account. They control where events are displayed, how they are published to social media and who can add/edit them.

Creating Categories

When creating a category you start by naming it. This name will display on calendars and on the events. You also select a color and icon. The color is used for the event name text and the icon is shown next to each event name. The next options regard snagging. Snagging allows other Squareberry accounts to pull your category into their account. They can display your content, but they can not edit it. Decide if your category is snaggable and if it requires approval.

"Settings For Publishing Reminder Messages" controls when automated posts about your upcoming events are published on your social media channels. You can have automated posts go out at different times on different social media accounts. Your social media account must be connected to show up here. You can also determine when events are published on RSS feed and to mobile subscribers.

"The "Day Of" settings dictates how many minutes before the event reminder messages are published on the day of the event. So, if you have automated messages set to go out on the day of (above) and you have the Day Of setting at 45, a message will be sent out 45 minutes before the event start time.

The next two settings help dictate the format of the automated messages. The first one determines if the category name should be included in the automated messages and if it should be at the front or back of the message. The second setting determines if a URL that links to event details should be included in the automated messages.

All of these settings are used by events and promotions that are created and put in this particular category. You can create as many categories as you want and customize the settings for each category to your liking.

Using Categories in Other Parts of Your Account

In the Calendars & Widgets section, categories are selected for each view you create. Read more about this in the Understanding Event Views post.

In the Users section, categories are selected for each Author you add to your account. Read more about this in the Understanding Users post.

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