Archiving automation campaigns (BETA)

Existing functionality is here

When you archive an automation campaign, it's removed from the All campaigns default view.

See also: Automation campaigns overview

We recommend archiving campaigns you aren't using any more to keep your list of campaigns tidy. 

Archive a campaign

Go to Campaigns > Automation campaigns, select the three dots menu on the campaign's row, then select Archive.

Ometria asks whether to include the campaign in reports:

Select Yes to keep the campaign's performance data in your automation campaign reporting, or No to leave it out. Yes is selected by default, and you can change your choice at any time after archiving.

Select Archive now to finish.

Archived campaigns and reporting

An archived campaign that's included in reports still counts towards your automation campaign reporting, and you can select it in the Filter by campaigns panel on the Campaign performance screen, where it's labelled "(Archived)".

An excluded campaign's performance data doesn't appear in reporting at all. Changing the setting takes effect immediately, so if your reporting numbers change unexpectedly, it's worth checking whether an archived campaign was recently included or excluded.

View your archived campaigns

In the Automation campaigns screen, open the campaigns dropdown and select Archived campaigns, or Archived campaigns included in reports to see only the ones still counting towards reporting.

Campaigns included in reports show an "Included in reports" label under their title.

Include or exclude several campaigns at once

In the archived campaigns view, use the checkboxes (or Select all) to pick your campaigns, then open the Action menu and choose to include them in or exclude them from reports. The change applies straight away with no confirmation step. This also works while the list is filtered by trigger type.

Unarchive a campaign

You can unarchive a campaign at any time. In the archived campaigns view, find the campaign and change its status using the status dropdown on its row.