Using the Groups Tab
The Groups Tab is a game-changing feature designed to make managing and organizing your campaigns seamless and efficient. Here’s everything you need to know about this powerful tool:
What is the Groups Tab?
The Groups Tab allows you to organize related campaigns into groups. By doing so, you can easily track their collective performance and A/B test results in one centralized spot.
Example:
Running a promotion? Group together all related campaigns—like a top bar announcement, product badges, and cart-level messages—under a single group to streamline your workflow and data insights.
Why Use Groups?
1. Effortless Organization
Get a bird’s-eye view of everything tied to a specific initiative, whether it’s for a:
Seasonal sale
New product launch
Loyalty program
2. Time-Saving Automation
The Clone Group feature lets you replicate an entire group, including all its campaigns and rules, with just one click. This is especially useful for stores that run frequent promotions, allowing you to:
Set up new campaigns faster.
Reuse successful strategies without starting from scratch.
3. Data-Driven Decisions
Easily track performance metrics and A/B test results across all campaigns in a group. This centralized approach helps you stay organized and make informed adjustments quickly.
How to Use the Groups Tab
1. Create a Group
Navigate to the Campaigns Tab in your dashboard.
Select the campaigns you’d like to group together.
On the gray bar at the bottom of the screen, select “Add to New Group.”
Give your group a name and click Create.
Once your group is created, you can navigate to the Groups Tab to view and manage it.
2. Clone a Group
Navigate to the Groups Tab and locate the group you want to clone.
Click the three-dot ellipsis next to the group and select “Clone Group.”
You’ll be asked if you’d like to clone all the campaign rules as well. We recommend keeping this option selected to ensure all settings are replicated.
Adjust the cloned group as needed.
3. Track Performance
Access your group via the Groups Tab to monitor metrics for all campaigns at a glance.
Use this data to refine strategies and improve results.
Pro Tips for Maximizing Groups
Plan Ahead: Use groups to organize campaigns for upcoming promotions, launches, or special events.
A/B Testing: Run experiments on grouped campaigns to determine which elements perform best.
Consistency: Ensure all campaigns in a group align with your brand messaging and goals.
The Groups Tab is your go-to tool for simplifying campaign management and maximizing results. Whether it’s for a one-time event or ongoing initiatives, this feature keeps everything organized and optimized for success.
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