Use Categories. To configure Categories go to Settings → Categories tab.
Configuring Categories (like Locations) has two main purposes:
- you can use the entered data in the form of Snippets, thus personalizing emails or text messages (for more information about Snippets, click here)
- you can target an Action in Workflow based on the Category (for more information on Conditions, click here).
To add a Category click on the button in the upper right corner: Add Category.
In the next step, enter the category name (e.g. Department) and enter the options that can be assigned to the employee (e.g. IT, Marketing).
Remember that at any time you can change the name of the category, add, delete or edit the options of your choice.