Adding a Campaign Category

Within this article, you will find how to organize your campaigns efficiently by creating and managing campaign categories.

Campaign categories can be used to group campaigns, providing a structured way to manage and organize your campaign overview, making it easier to manage diverse campaign ranges. Additionally, it facilitates easy access to ongoing and past campaigns or projects within the app. This approach is particularly beneficial for organizing different campaign styles, such as:

• Seasonal events like Black Friday sales, Christmas, Mothers or Fathers Day gifting

• Always-on campaigns

• Badging or highlight overlay campaigns

• Sustainability awareness campaigns

• Crobox testing campaigns

This categorization not only improves data organization but also provides a clear overview of the experiences running on your site, specific to your groupings. It enhances your ability to optimize how different campaigns work together, ultimately creating a stronger guided selling experience for your users.

See the below steps to introduce campaign categories into your Campaign Overview:

1. Go to Crobox App, navigate to Experiences and select Campaigns.

2. Click on the three-dot menu and select Add Category above.

1. Name the category and select save.

1. After additional campaign categories are created, move campaigns to specific categories by selecting the checkbox, then choose "Move to Category" from the menu of options (you may select more than one campaign at a time).

1. Once you have campaign categories existing in your overview page, you will have the option to apply a category to a campaign in the set up. To categorize campaigns this way:

   1. Create or select an existing campaign.

   2. Navigate to the set up tab.

   3. Select the drop down menu, labeled Category and select the category relevant to your campaign.

View below an example of campaign categories: