How to Use Categories to Create an Email List

In your Settings menu, go to the Categories feature.

You can create a new category type by clicking Add New Type.

Give the new type a name and save the page which will reveal the Items tab.

You can create a list of category items representing the types of emails you'd like to send out.

For example, you may want to send out a newsletter so you would create a category item  called Newsletter.

You may want to create another one called Women's Clinics.

And you may want to create a third one and call that Men's Clinics.

Click Save.

Go back to the Details tab and choose if you would like to make those lists public so that your customers will be able to make choices about things they would like to receive during your e-mail campaigns. If so, set that to Yes.

Now that your customers can see that you can also require that they make a choice. If you would like them to make a choice, click on Yes.

You might consider giving them an option to tell you that they're not interested in any of your three choices there.

You can include a Not Interested.

When you make a requirement, they must pick something, so that gives them a nice way to opt out.

Go back to the Details tab, and you can also allow customers to choose multiple things. If you would like to do that, set that to Yes and save the page.

To see what this looks like in the customer profile, access your customer database and open one of your customer's profiles.

You will find a navigation menu in each customer profile, and each customer will have a categories list.

This is where the choices will be logged and when your customer logs in,  they will need to make at least one choice and click the Save button to keep those choices.