Organize email campaigns into groups

To organize email campaigns, you use campaign groups, which are part of the Taxonomies defined in the Marketing Control Panel. A taxonomy is a classification scheme that lets you better organize information. For email campaigns, you use campaign groups, which are part of the Taxonomies defined in the Marketing Control Panel, to organize email campaigns.

Org campaigns 92+.png

Grouping email campaigns is beneficial not only from an organizational standpoint but also because it enables you to generate meaningful report data on a specific group of campaigns.

When you create a marketing taxonomy and when you add tags to a taxonomy, you must deploy the taxonomy in order for aggregation and reporting to work correctly in a scaled setup. Experience Analytics reports are built on data from the reporting database and, therefore, taxonomies and definitions must be present in the reporting database for data to be shown accurately. When you deploy a marketing definition or taxonomy, Sitecore creates a corresponding record in the reporting database.

To create a campaign group:

  1. On the Sitecore Launchpad, click Content Editor.

  2. Go to sitecore/System/Marketing Control Panel/Taxonomies/Campaign group.

  3. Right-click Campaign group and click Insert, Campaign Group.

    Taxonomies for email campaigns shown in the Content Editor
  4. In the Message dialog box,type a name for the category and click OK.

  5. On the ribbon, on the Home tab, click Save.

  6. In the content tree, click Campaign group.

  7. On the ribbon, on the Taxonomy tab, click Deploy.

To add a campaign to a campaign group:

  1. On the Sitecore Launchpad, click Email Experience Manager.

  2. Create or open an email campaign.

  3. On the General tab, in the General Information section, click Browse (...) next to the Campaign group.

  4. In the Select Campaign Group dialog box, click the group that you want to add the campaign to, and then click OK.

    Selecting an email campaign to add to a group
  5. In the Email Experience Manager, click Save.

Note

An email campaign can only belong to one category group.