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How To Create Campaign Groups

When you group your customer’s data for display, having an extra layer of flexibility is invaluable. Campaigns are a hallmark marketing strategy. Being able to quickly group and display data by campaigns is very powerful. Campaign Groups are filters that are built at the account level. They are customized based on campaign data and specific to each account. This article will take you through the steps to create a Campaign Group filter and how to use them in the template builder.

 

Section Links

Access Campaign Group

Add Campaign Group

Add Campaign Group Filter

Edit Campaign Group

Edit Campaign Group Filter

 

Access Campaign Groups

1. After clicking on "Accounts" in the Top Navigation Bar

2. Click on the desired account from the account list1.png

 

3. Click on the "Settings" button near the top right2.png

 

4. Click on the "Campaign Groups" tab under the Account Name3.png

 

Add Campaign Group

1. Access Campaign Groups

2. Click the “Add Campaign Group” button near the right corner under the tabs4.png

 

3. Type an appropriate name into the “Campaign Group Name” field in the “Add Campaign Group” pop-up window.

4. Click the “OK” button near the bottom right of the Add Campaign Group pop-up window5.png

 

Add Campaign Group Filter

1. Access Campaign Groups

2. Click on desired Campaign Group from the list6.png

 

3. Click “Add Campaign Group Filter” button under Campaign Group Filter or Click the plus "+" near the top right7.png

 

4. Select data source

5. Select Filter Type

6. Enter a word or words into the box under Campaign Filter. The words should be distinct, keywords that are present in the campaign names that you are trying to filter for or filter out.

7. Click on the “Save” button under the Campaign Filter box8.png

 

8. Click the "Update Campaign Group" button near the bottom left9.png

 

Edit Campaign Group

1. Access Campaign Groups

2. Click on the desired item from the list under Campaign Group6.png

 

3. Click on the plus icon to add a new filter to the Campaign Group

4. Click on the Trash Can icon next to a filter you’d like to delete from the Campaign Group

5. You can also change the name of the grouping by changing the text in the field under Campaign Group Name

6. Click on the “Update Campaign Group” button near the bottom left 10.png

 

Edit Campaign Group Filter

1. Access Campaign Groups

2. Click on the desired item from the list under Campaign Group6.png

 

3. Click on the desired Campaign Group Filter from the list10.png

 

4. Change any single or combination of Data Source, Filter Type, and/or Campaign Filter

5. Click on the “Save” button under the Campaign Filter box8.png

 

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