Overview
The campaigns page allows you to filter your campaigns and their associated metrics based on certain criteria. Several filtering options exist for this purpose.
Apply filters
Multiple filters can be applied to the campaign page at the same time. Select an available filter to learn how you can apply it to your campaigns page:
Timeframe filter
To review campaign metrics for a specific period of time, use the timeframe dropdown menu in the top right corner of the page. You will be able to select from several preconfigured timeframes or a custom range. For example, you could use the custom range to review all email sends in a given month.
The timeframe filter looks for sends that occurred within the selected timeframe. Other metrics, such as opens and clicks, can occur any time after the selected period. Conversion and revenue metrics must occur within the 3-day attribution window after an open or click.
Example #1 - A continuous Cart Abandonment campaign, where the selected timeframe is February.
- The send (S) occurred on Feb 21. It is included in metrics because it happened within the specified timeframe.
- The open (O) occurred on Feb 27. It is included in metrics because it was an open for a send which occurred within the timeframe (although the open itself is also within the timeframe).
- The click (C) occurred on Mar 4. It is included in metrics because it was associated with a send that occurred within the timeframe.
- The first purchase (P) occurred on Mar 6. It is included in metrics because it happened within the 3-day attribution window after a click, which itself was included because it was associated with a send that occurred within the timeframe.
- The second purchase (P) occurred on Mar 20. It is not included in metrics because it did not fall within the 3-day attribution window after an open or click which is associated with a send that occurred within the timeframe.
Example #2 - A continuous Cart Abandonment campaign with a selected timeframe of February.
- The send (S) occurred on Mar 3. It is not included in metrics because it happened outside the specified timeframe. Additionally, the subsequent metrics (opens, clicks, and purchases) are not included in metrics because the original send did not fall within the selected timeframe.
Campaign Status
To review the metrics for campaigns with a specific status, use the Campaign Status multi-select menu in the sidebar. The available statuses are:
- Drafts: The campaign hasn't been put into action and gone live.
- Active: The campaign is live and is currently executing its touchpoints.
- Paused: The campaign was previously live but has been placed on hold.
- Completed: The campaign has executed all of its touchpoints and ended.
Groups
To review the metrics for campaigns organized into specific groups, use the Groups multi-select menu in the sidebar.
Beyond their organizational benefit, groups can also be used to prioritize campaigns when multiple campaigns need to go out at the same time. Learn more about creating and prioritizing groups in this article.
Channel
To review the metrics for campaigns sent via a specific channel, use the Channel multi-select menu in the sidebar. The available channels are:
- Email: Messages sent from your email service provider (e.g. Zaius) to a mailbox provider.
- App push: Notifications that pop up on a mobile device. App publishers can send them at any time. The users of the app don't need to be in the app or using their devices to receive them. Push notifications look like text messages and mobile alerts, but they only reach customers that have installed your app.
- Web push: Notifications that can be sent to a customer via desktop or mobile. These are the messages that slide in at the corner of a desktop screen or appear on a mobile device in a nearly identical way to the push notifications delivered by apps. Web push notifications are delivered to the customer's desktop or mobile screen anytime they have their browser open regardless of whether or not they are on your website.
- Web embed: A call-to-action or form that can be incorporated (embedded) it other content.
- Web modal: A call-to-action or form that can be triggered when a customer views a specific piece of content.
Mailbox provider filter
It is important to track open and click rates for specific mailbox providers to ensure that email campaigns are successfully getting through to all customers. To filter by mailbox provider (e.g. Google vs Oath), find the Email channel filter, hover over its campaign count, click the funnel icon that appears in its place, and select the mailbox provider of interest.
Schedule Type
To review the metrics for campaigns by their schedule type, use the Schedule Type multi-select menu in the sidebar. The available channels are:
- Continuous: The campaign's content is sent each time a customer meets the campaign's enrollment segment and rules.
- One-time: The campaign's content is sent a single time.
- Recurring: The campaign's content is sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis.
- Triggered: The campaign's content is sent when a customer meets the campaign's action-oriented filter (e.g. Email open, Order, Pageview) and rules.
One-time vs. Automated
The Schedule Type filter can be used to compare and contrast the performance of your one-time campaigns to the performance of your autonomous campaigns. To review the metrics of all one-time campaigns, select the One-time option from the Schedule Type filter. Meanwhile, to review the metrics of all autonomous campaigns, select the Continous, Recurring, and Triggered options from the Schedule Type filter.
Tags
To review the metrics of campaigns associated with specific tags, use the Tags multi-select menu in the sidebar. Only previously created tags will appear as options.
To create a new tag for use in filtering:
- Navigate to the Campaigns page.
- Select an existing campaign or create a new campaign.
- Click the Add Tags option next to the campaign's name at the top of the page.
- Type in the desired tag and hit enter.
The tag will now be available as a filter on the campaigns page.
Remove filters
To remove filters, either:
- Click the X in the tags for each applied filter that appear near the top of the page.
- Click the Clear All button at the top of the filters sidebar.
