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Filtering & organizing your campaigns
Filtering & organizing your campaigns

Filtering campaign, categorizing campaigns with groups, adding campaigns and using group filters

Jonathan Denney avatar
Written by Jonathan Denney
Updated over 7 months ago

From the Campaigns page, you can quickly filter your campaigns by name, type, campaign status, stats, and conversion score.

Organizing campaigns into groups

As your team uses ConvertFlow over time, the number of campaigns will continue to grow, often into the hundreds.

Categorizing your campaigns into named groups is key if you want to keep your ConvertFlow setup organized and help your team stay productive.

By creating “Groups”, you can categorize campaigns by any label you choose.

To create a Group, just click the “Filters” dropdown in your campaign dashboard, then click the “Manage” link next to the "Groups" dropdown.

Enter your group name into the form, click the create button, and you have a new group that keeps your campaigns organized.

To add a campaign to a group, hover over its preview and click the options menu. Select groups, and you can add the campaign to groups using the form.

Once you've added campaigns to a group, you can filter the campaigns page to only show campaigns in that group by clicking "Filters", selecting the groups you want to see in the dropdown, and then clicking "Apply Filters".

To go back to seeing all campaigns without any filters, click the "Clear" button.

Creating groups for broadcasts

Creating groups for broadcasts functions the same way as campaign groups.

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