Search, filter & manage hundreds of campaigns in no time and make navigation among active and inactive campaigns effortless. Use OptiMonk’s powerful features to make sure your account never gets cluttered and you keep your campaigns nicely organized.

As your campaign portfolio grows, finding specific campaigns can become challenging. OptiMonk's filtering system provides multiple ways to search and organize your campaigns effectively.

Campaign Name Search: Search for campaigns using keywords from the campaign name.

Status Filter: Filter by Active, Inactive, or Archived status.

Domain Filter: View campaigns for specific domains when managing multiple sites.

Device Filter: Filter campaigns by device type (desktop, mobile, or both).

Date Range: View campaign statistics for any custom time period to analyze performance trends.

Effective campaign organization saves time and makes it easier to manage large campaign portfolios. Follow these best practices to keep your account organized:

Include key identifiers in campaign names for easier searching:

Example: "Black Friday 2024 - Popup - 20% Off - New Visitors"

Use date range filtering to identify high- and low-performing campaigns. This helps you:

Keep your campaign list clean by archiving campaigns you're not currently using. Archived campaigns:

Browse archived campaigns for inspiration when creating new campaigns. Restore and duplicate high-performers to save time on design and setup.

By default, your campaigns are ‘Inactive’, so they are not displayed on your website at all. They become ‘Active’, so they are shown to your visitors according to your display conditions when you activate them as the last step of setting up an OptiMonk campaign.

You can easily change the status of your campaigns from the Campaigns menu.

Log in to your OptiMonk account at https://app.optimonk.com/ and select Campaigns from the navigation bar.

Locate your campaign and click the Active/Inactive toggle switch to change its status. Active campaigns display to visitors immediately based on your targeting rules.

Duplicating campaigns allows you to create variations while preserving the original. Use this feature to test different designs, copy successful campaigns to new domains, or create seasonal variations.

Locate the campaign you want to duplicate, click the three-dot menu (⋮) at the end of the row, and select Duplicate. The duplicated campaign appears in your campaign list with "(Copy)" appended to the name.

Avoid Duplicate Campaign Overlaps: Ensure the targeting rules of your new campaign do not clash with the original, especially if both are active simultaneously.

Test Across Devices: Before publishing, preview the campaign on different devices to verify compatibility and effective display.

If you have been running campaigns for multiple domains for a while, there’s probably no shortage of inactive campaigns in your account. To get rid of the clutter, you have two options:

By archiving messages, you don’t have to fear losing campaign data. You can restore archived campaigns anytime, but they won’t increase the clutter.

Log in to your OptiMonk account at https://app.optimonk.com/ and select Campaigns from the navigation bar.

Locate the campaign, click the three-dot menu (⋮) at the end of the row, and select Archive from the dropdown.

Log in to your OptiMonk account at https://app.optimonk.com/ and select Campaigns from the navigation bar.

Hover over each campaign to reveal its checkbox, then select all campaigns you want to archive.

Tip: Checkboxes only appear when hovering over campaigns.

Click the Archive button in the upper right corner to archive all selected campaigns at once.

Log in to your OptiMonk account at https://app.optimonk.com/, select Campaigns from the navigation bar, then select Archived from the status filter.

Locate the campaign you want to restore, click the three-dot menu (⋮), and select Restore from the dropdown.

To restore multiple campaigns at once:

Restored campaigns return to Inactive status by default.

View campaign performance metrics for specific time periods to analyze trends and identify optimization opportunities.

Log in to your OptiMonk account at https://app.optimonk.com/ and select Campaigns from the navigation bar.

Click the date range selector and choose your desired time period. Campaign metrics update automatically to reflect the selected range:

Filter settings (including date range) persist throughout your session, even when navigating to other pages. To reset all filters, click Clear all.

If you have questions or need assistance managing your campaigns, contact us at [email protected] or via chat—we're here to help.