A Demographic Category is a Profile Info field limited to a set of values. A few examples would be gender, state, and country. For gender, you might have the choices be Male, Female, or Prefer Not To Say. You create these Demographics as the values within the Demographic Category.
If you place a Demographic Category on a Data Input Form it displays as a drop-down menu, making it easy for subscribers to select something for their profile.
Demographics for a Demographic Category can be brought into Marketing Automation Professional (MA Professional) via the Subscriber Upload feature. If you do this, ensure that the incoming data values are exact matches to corresponding values in your demographic category.
Creating a Demographic Category Field
- Navigate to Subscribers > Profile Fields.
- Click Create at the top left.
- Select Demographic Categories from the menu.
- Click Create.
- Complete the form to configure your field.
|Field Name||Give your field a name. This will be displayed when it's on a subscription form.|
Select one of the following category types:
|Default Value||While adding a default value is optional, doing so will ensure that if you use personalization in your mailing, and your subscriber did not fill anything out, there will be a default value used.|
|Selection Type||Define whether subscribers can only select a single demographic or multiple.|
|Display Type||Define whether to show the demographics in a drop-down menu or via radio buttons.|
- Click Save to display a new area where you can add your demographics.
- To do so, click the Add button, enter a demographic option, and click Save. Repeat this process to add as many demographics as you want.
NOTE: If your Type is set to Standard, you need to manually add your desired demographic options. If your Type is set to State or Country, these associated demographics are pre-populated for you (you can, of course, delete and add new ones, if needed).
- Click Save again at the bottom of the pop-up to create your new Demographic Category.
Using Demographic Categories
The best thing about creating Demographic Categories is that when they're created as Profile Info fields, they automatically become Target Groups, too. If you wanted to send a mailing out to all of your female subscribers, you can easily do this.
Keep in mind that once the Demographic Category is created, you must give careful consideration before deleting it. If it's used in a Data Format or Compound, you'll want to be aware of this. MA Professional will display an error message if you try to delete a Demographic Category that's in use somewhere else in MA Professional.