Can I still use client categories for my marketing filters?


Yes. You can still set up client categories and add clients those. While we advise against writing down personal information on client notes, you may add a client to a particular category such as “Pet owner,” “Young professional,” “Mom,” etc. Using client categories allows you to target your marketing more closely, ensuring that clients only get offers and emails that are actually of interest to them. So you are basically restricting the amount of marketing emails they’ll receive. We understand this to be in the client’s interest, especially since you will only market to people who have given their consent to receiving marketing updates and promotions.