Categories Best Practices

Use custom categories to organize and control your posts, including seasonal, campaign, and holding categories

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Written by Edgar
Updated over a week ago

Edgar gives you several default categories to start. But by creating custom categories, you can organize your posts in a way that works best for you, your business, and your followers:

Seasonal or Event Specific Categories

Edgar's categories make handling seasonal content, campaigns, and events super simple.  Have a new event coming up?  Follow these steps: 

  1. Create a new category for it (be sure to uncheck the box that includes the category in random before you save it so it isn't posted at random times throughout the year).  

  2. Add your posts about the event to that category.

  3. When you'd like to start posting about the event, put some time slots on the schedule for that category.  

  4. When the event is over, remove those time slots from the schedule.  

Edgar will hold the posts in your event category for you.  And when that event or season rolls around next year, add some new variations (if you're publishing to X) and put the category back on your schedule again.  There's no need to recreate seasonal or event posts every. single. year. 

Holding Categories for Team Approval

If you have posts you'd like to add or keep in your Library, but you're not ready to publish them right now, create a holding category.  For example, maybe the content needs approval from another team member, it's in draft form, or you just want to keep it for later.

To create a holding category: 

  1. Click the Add New Category button on the Categories page.  

  2. Add a name for your category (for example, "Holding" or "For Review") and be sure to uncheck the box that includes the category in random to prevent Edgar from publishing this category for Random time slots. 

  3. Save your category and you're done!  

Add posts to your holding category(ies) as needed.  And when you're ready to use the posts, just move them to one of your active categories.

Real Example of Custom Categories

Team Edgar uses Edgar's categories feature extensively. While we still use the default categories for general topics, we create custom categories for more specific topics in our own Edgar account.  Creating custom categories allows us to post about very specific topics at very specific times by adding those categories to our schedule when those topics become relevant.  And it makes it easy to store posts in specific locations for future use.

For example, in the screenshot above, we have custom categories for our product updates, a partnership we ran with Boss Project, different types of posts about Edgar, and posts specifically for our Instagram account, to name a few. Some of these categories remain on our schedule year round because they're always relevant, while others may come and go depending on whether we're actively promoting that content at the moment.

By creating a custom category for each event or topic, we're able to keep all of our posts organized and available in our Library for when we need them.

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