Filtering & organizing your campaigns

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

Organizing with campaign 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 campaigns 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 a campaign to a group, you can filter the Campaigns page to only show campaigns in that group by clicking "Filter", selecting groups in the dropdown, and then clicking "Apply Filters".

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

Creating groups for broadcasts

Creating groups for broadcast campaigns functions the same way as campaign groups.

First, head to the broadcasts page. Then, click on the "Filter" button, then click "Manage" next to the groups filter.

Use the broadcast groups manager to add a broadcast group.

Once you have a group added, you can add broadcasts to groups by clicking Options > Groups and then selecting the group from the form to add it.

Then, click the "Filters" button, select the group from the dropdown, and then click the "Apply Filters" button.