To organize your campaigns in Iterable, consider using folders and labels.
Table of contents
Folders
This section describes how to use folders to organize your project's campaigns.
Enabling campaign folders
To enable campaign folders for your Iterable project:
- Navigate Settings > Project Settings.
- Toggle Use Campaign Foldering to Yes.
- Scroll to the bottom of the screen and click Save Project Settings.
Working with campaigns in folders
To view all campaigns and folders, navigate to Messaging > Campaigns.
- To create a folder, click New Folder, or right-click on a campaign or folder and select Create New Folder. To nest a new folder under an existing one, right-click on the existing folder.
- To add a campaign to a folder, drag it in.
- To add multiple campaigns to a folder, select them (by checking them) and drag them in.
- To archive a campaign or folder, right-click it and choose Archive Selected.
- To view a campaign's analytics, right-click it and choose View Analytics.
- To view aggregate analytics for multiple campaigns, select them all and click View Aggregate Analytics.
Labels
This section describes how to use labels (similar to tags) to organize your project's campaigns.
Managing your project's labels
NOTE
To manage a project's labels, you'll need the Project Configuration > Project Settings permission.
To create, edit and delete labels, navigate to Settings > Project Settings and find the Manage Labels section:
Labels must be unique.
Labeling a campaign
To modify the labels for a new campaign (or one that's already been created, but is still in the Draft or Ready state), navigate to the Setup step of the campaign creation process and edit the Labels input (dragging labels around in the input to reorder them):
NOTE
If you haven't defined any labels in Settings > Project Settings, you won't be able to add any labels to this input.
To modify the the labels for a Finished or Running campaign, open the open the campaign to view its Campaign Analytics screen. Under the campaign's title at the top of the screen, click the list of labels (or placeholder text for campaigns without any labels) to make changes:
NOTE
Cloned campaigns receive the same labels as the campaigns on which they're based. However, after a clone has been made, label modifications are independent.
Locating campaigns by label
To locate campaigns by label, navigate to the Messaging > Campaigns screen. Below each campaign's title, you'll see its labels (if it has any). Additionally, you can use the search input to search by label:
NOTE
If your project uses campaign foldering, you will not see labels on the Messaging > Campaigns screen or be able to search for campaigns by label.
Exporting campaign labels
Use the the GET /api/campaigns
endpoint to fetch campaign metadata, including labels. This endpoint returns
data similar to the following:
{ "campaigns": [ { "id": 1611189, "createdAt": 1602627617382, "updatedAt": 1602627690330, "startAt": 1602627690330, "endedAt": 1602627690497, "name": "Fall sale", "templateId": 2225431, "messageMedium": "Email", "createdByUserId": "docs@iterable.com", "campaignState": "Finished", "listIds": [ 657633 ], "suppressionListIds": [], "sendSize": 23431, "labels": [ "seasonal-sale", ], "type": "Blast" } ] }
Additionally, when you export campaign metrics from the Messaging > Campaigns
screen by clicking Export Campaign Metrics by Date Range, the resulting
CSV file includes a Labels
column that contains a JSON array of labels for
each campaign.
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