Overview

Campaign groups are typically used to organize campaigns by theme or purpose. They can also be used to prioritize content from one campaign over another. This prioritization is particularly useful when multiple campaigns are being run at the same time.

Create a group

To create a campaign group:

Navigate to Campaigns via the main navigation.
Select the New Group option at the upper left.
Provide a name for the group in the Group Name field.
Determine the group's type by selecting either Normal Group or Priority Group. A normal group requires no additional information; however, a priority group does. See if a priority group is appropriate for your situation below.
Select the Save option.

Create a campaign for the group

Once a group is created it will appear in the sidebar on the campaign's page. To create and associate a campaign with this group:

Select the desired group via the sidebar by enabling the checkbox next to its name.
Select the Create New Campaign option at the upper left.

The group will now be associated with the campaign and can be edited, saved, and pushed live similar to all other campaigns. This association will be seen in the breadcrumb menu at the top of the editor (e.g. Campaigns > Group Name > Campaign Name).

Prioritize a group

To enable prioritization, select the Priority Group option when creating a new campaign group. You will then be required to choose which campaign type will be applied to all campaigns in the group. The options are:

Continuous: A campaign's content is sent each time a customer meets the campaign's enrollment segment and rules.
One-time: A campaign's content is sent a single time.
Recurring: A campaign's content is sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis.

Once an option is selected, additional scheduling information will also be required.

Prioritization in action

When creating campaigns within the priority group, they will appear in priority order:

In the example above, all three campaigns in the group will send at the same time. Anyone who qualifies for Campaign P1 will receive it, anyone who qualifies for Campaign P2 will receive it unless they qualified for Campaign P1 and anyone who qualifies for Campaign P3 will receive it unless they qualified for either Campaign P1 or Campaign P2. Please keep in mind that every time the campaign group sends, each customer can only receive one message.

To change the order of priority, hover the campaign you want to move and drag the campaign up or down using the drag icon on the left side of the tile.

A good real-life use case for this would be grouping a browse abandon and a cart abandon campaign so that someone doesn't receive both.

Edit, move and delete groups

Edit a group's details

A group's name, type, and scheduling information can be updated. To edit this information:

Navigate to Campaigns via the main navigation.
Hover over the desired group in the sidebar.
Click the three-dot icon that appears upon hover and select Settings.
Make the desired changes and select Save.

Move campaigns between groups

Campaigns cannot be moved into or out of groups at this time. Any campaign created within a group will stay there, and any campaign created outside a group cannot be moved into one. You can, however, clone a campaign and place the copy in a different group. To clone a campaign:

Navigate to Campaigns via the main navigation.
Hover over the desired campaign and click the three-dot icon that appears at the top-right corner of the campaign card.
Select the Copy option from the dropdown menu and provide the required information, including a new group.
Click the Copy button to confirm the creation of the clone.

Delete a group

Campaign groups cannot be deleted at this time. An existing group can be repurposed by editing its details, but if deletion is required, a ticket will need to be opened with the Support Team.