Create and manage campaign groups
Note
Email and SMS channels are legacy features and not offered to new customers.
You can create and manage campaign groups in Optimizely Data Platform (ODP) to organize campaigns by theme or purpose and prioritize content when multiple campaigns run simultaneously. This helps streamline the content and target customers more efficiently.
Create a group
- Go to Activations > Overview.
- Click New Group.
- Enter the Group Name.
- Choose Normal Group or Priority Group. A priority group requires additional information.
- Click Save.
Create a campaign for the group
When you create a group, ODP adds it to Activations > Groups. To add a campaign to your group, complete the following:
- Go to Activations > Overview.
- Select your group.
- Click Create New Campaign and continue creating your campaign.
- View the group association in the breadcrumb trail, like Campaigns > Group Name > Campaign Name while editing your campaign.
Prioritize a group
To enable prioritization, select Priority Group when creating a campaign group. You must choose which campaign type to apply to the campaigns in the group.
- Continuous – A campaign is sent every time customers meet the campaign's enrollment segment and rules.
- One-time – A campaign is sent a single time.
- Recurring – A campaign is sent when customers meet the campaign's enrollment segment and daily, weekly, or monthly rules.
Prioritization in action
Campaigns within a priority group display in priority order. For example, ODP sends all campaigns in P1 and P2 priority groups simultaneously. Customers who qualify for Campaign P1 receive them, and anyone who qualifies for Campaign P2 receives them if they do not receive the campaigns from P1. Customers only receive one communication each time ODP sends a campaign.
You can change the priority order by hovering over the campaign you want to move and moving the campaign using the drag icon.
Edit a group's details
- Go to Activations > Overview.
- Hover over the group you want to select.
- Click More Options > Settings.
- Make your changes and click Save.
Move campaigns between groups
You cannot move campaigns from one group to another. You cannot move a campaign created outside a group into one. You can clone a campaign and place the copy in a different group.
- Go to Activations > Overview.
- Hover over the campaign you want to edit.
- Click More Options > Copy.
- Select the Account, Scope, and Group.
- Click Copy and select the Account, Scope, and Group you want to move the campaign.
Delete a group
Campaign groups cannot be deleted. However, you can repurpose an existing group by editing its details. If you need to delete a campaign group, contact Optimizely Support.