Organizing campaigns

How to keep your campaigns tidy — the Campaigns list view, folders, moving items, and per-campaign options.

A campaign works like a project that groups related components together — for example, every email, form, and webpage tied to one event or newsletter. As your account fills with campaigns, a little structure keeps them easy to find. See How to create a new campaign to make your first one.

The Campaigns list view

The Campaigns list gives you an overview of every campaign without opening any of them. The Contents column lists how many of each component type a campaign holds, so you can see what's inside at a glance. You can also see who created each campaign and when. Campaigns are sorted with the most recently created first.

The Campaigns list view showing the Contents column, creator, and creation date.

Organize campaigns into folders

Group campaigns into folders by type — for example Newsletters, Events, Surveys, Website forms, Internal, or Promotional. Sorting by purpose makes any single campaign quicker to find later.

Create a folder

To create a folder, click Create folder in the top toolbar of the Campaigns listing. A folder can hold other folders or campaigns. A campaign can't hold folders.

Move campaigns and folders

There are two ways to move things:

• Drag and drop — click the icon, drag it, and drop it onto another folder. To move an item out of its current folder, drop it anywhere on the breadcrumb trail.
• The Move button — tick the box to the left of a campaign or folder name, then click Move in the top toolbar. This is the better choice when you want to move several campaigns or folders at once.

Per-campaign options

Each campaign has additional options behind the cogwheel icon on the far right of its row:

• Add favorite — Adds the campaign as a favorite, quickly accessible from the My favorites section in the left-side menu.
• Rename — Gives the campaign a new name.
• Copy — Makes a copy of the campaign in the same folder. As the most recently created campaign, the copy is sorted first.
• Transfer — Creates a copy of the campaign in another eMarketeer account. See Transfer a campaign to a different account.