Campaigns (organizing your work)

A campaign in Zalify is a folder that groups everything belonging to one marketing initiative — the emails, popups, and creative assets for your spring sale, product launch, or holiday push — in one place. Campaigns do double duty: they keep your workspace organized as it grows, and the campaign name feeds UTM tagging and attribution reporting in Ana, so how you name them determines how clean your reporting is.

What a campaign groups

A campaign collects the pieces of one initiative:

• Emails — the broadcasts and automation emails for the initiative.
• Popups and forms — the on-site captures and promotions that run alongside it.
• Assets — images and other creative produced for it in Z1 Canvas.

Grouping by initiative rather than by asset type means that six months from now, "what did we run for the spring sale, and how did it do?" is one folder, not a search across three product areas.

Campaigns are organizational — a design doesn't need a campaign to exist or to be sent.

Create a campaign

1. Open the campaigns area.
2. Choose the option to create a new campaign.
3. Name it — see the naming guidance below before you type.
4. Save. You can now create new emails, popups, and assets inside the campaign, or assign existing ones to it.

Name campaigns for reporting, not just for yourself

This is the part most teams get wrong at first. The campaign name flows into UTM parameters on your links and from there into Ana's attribution reporting — the name you type is the label you'll be filtering reports by later.

Practical rules:

1. Be specific and dated. "Spring Sale 2026" beats "Sale" — next year's sale needs its own name, and its own row in your reports.
2. Pick a convention and keep it. For example, initiative-audience-date or simply a consistent capitalization style. Consistency is what makes report filtering painless; the exact scheme matters less.
3. Don't rename mid-flight. Renaming a campaign after links are in the wild can split its reporting into two labels. Settle the name before the first send.

For how campaign labels show up on the reporting side — which channels and campaigns drove sessions and revenue — see Attribution.

Archive a campaign

When an initiative is finished, archive its campaign. Archiving tidies your active list without deleting anything: the campaign's contents and its historical reporting remain intact and searchable.

1. Open the campaign.
2. Choose the archive option.

Archive rather than delete as a rule — past campaigns are your benchmark data for future ones.

Suggested workflow

For each new initiative:

1. Create the campaign first, with a reporting-ready name.
2. Build the pieces inside it — emails in the editor (Designing emails in the editor), popups and forms (Creating a form or popup), assets in Z1 Canvas (Assets library).
3. Launch, then read results in the campaign's reports and in Attribution.
4. Archive when it's done.

Related articles

• Attribution
• Sending your first broadcast
• Creating a form or popup
• Assets library
• Broadcast reports