Organizing Campaigns With Folders and Labels

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

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):

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:

# 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:

# 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.