Filter campaigns

  • Updated
If you had access to campaigns prior to April 2023, Optimizely updated the tab name from Campaigns to Activation. All functionality remains the same.

The Activation > Engage page gives you several options for filtering your campaigns and their associated metrics based on certain criteria. 

Apply filters

You can apply multiple filters to the Activation > Engage page at the same time. Select an available filter to learn how you can apply it:

Timeframe filter

To review campaign metrics for a specific period of time, use the timeframe drop-down to select from several preconfigured timeframes or a custom range. For example, you could use the custom range to review all email sends in a given month.

The timeframe filter looks for sends that occurred within the selected timeframe. Other metrics, such as opens and clicks, can occur any time after the selected period. Conversion and revenue metrics must occur within the 3-day attribution window after an open or click.

Example 1: A continuous Cart Abandonment campaign with a selected timeframe of February.

  • The send (S) occurred on Feb 21 – The send happened within the specified timeframe.
  • The open (O) occurred on Feb 27 – An open for a send which occurred within the timeframe (although the open itself is also within the timeframe).
  • The click (C) occurred on Mar 4 – The click associated with a send that occurred within the timeframe.
  • The first purchase (P) occurred on Mar 6 – The purchase happened within the 3-day attribution window after a click and was associated with a send within the timeframe.
  • The second purchase (P) occurred on Mar 20 – The purchase did not fall within the 3-day attribution window.

Example 2: A continuous Cart Abandonment campaign with a selected timeframe of February.

  • The send (S) occurred on Mar 3 – The send occurred outside the specified timeframe. Additionally, the subsequent metrics (opens, clicks, and purchases) are not included in metrics because the original send did not fall within the selected timeframe.

Campaign status

To review the metrics for campaigns with a specific status, use the Campaign Status multi-select menu. 

  • Drafts – The campaign has not been put into action and gone live. 
  • Active – The campaign is live and executing its touchpoints. 
  • Paused – The campaign was previously live but has been placed on hold. 
  • Completed – The campaign has executed all of its touchpoints and ended. 


To review the metrics for campaigns organized into specific groups, use the Groups section.

You can also use groups to prioritize campaigns when running multiple campaigns at the same time. Learn how to create and manage campaign groups.


To review the metrics for campaigns sent via a specific channel, use the Channel section.

  • Email – Messages sent from your email service provider (like Optimizely) to a mailbox provider.
  • App push – Notifications that pop up on a mobile device. App publishers can send them at any time. The users of the app do not need to be in the app or using their devices to receive them. Push notifications look like text messages and mobile alerts, but they only reach customers that have installed your app.
  • Web push – Notifications that can be sent to a customer on desktop or mobile. These are the messages that shown on a desktop screen or appear on a mobile device in a similar way to the app push notifications. Web push notifications deliver to the customer's desktop or mobile screen when they have their browser open, regardless of whether they are on your website.
  • Web embed – A call-to-action or form that can be incorporated (embedded) into other content. 
  • Web modal – A call-to-action or form that can be triggered when a customer views a specific piece of content. 

Mailbox provider filter

Track open and click rates for specific mailbox providers to check that email campaigns are successfully getting to all customers. To filter by mailbox provider, find the Email channel filter, hover your cursor over the campaign count, click the funnel icon, and select the mailbox provider of interest.


 Schedule type

To review the metrics for campaigns by their schedule type, use the Schedule Type section.

  • Continuous – Content sent each time a customer meets the campaign's enrollment segment and rules. 
  • One-time – Content sent a single time. 
  • Recurring – Content sent to all customers that meet the campaign's enrollment segment and rules on a daily, weekly, or monthly basis. 
  • Triggered – Content sent when a customer meets the campaign's action-oriented filter (such as Email Open, Order, and Pageview) and rules. 

One-Time and Automated

Use the Schedule Type filter to compare and contrast the performance of your one-time campaigns to the performance of your autonomous campaigns. For all one-time campaigns, select One-time. For all autonomous campaigns, select Continuous, Recurring, and Triggered


To review the metrics of campaigns associated with specific tags, use the Tags section. Only previously created tags display as options. 

Create a tag

To create a new tag for filtering:

  1. Go to Activation > Engage.
  2. Select an existing campaign or create a new campaign.
  3. Click Add Tags.
  4. Type in the desired tag and hit enter.

You can now use the tag as a filter on the campaigns page.

Remove filters

You can remove filters by deleting them, deselecting the filter checkboxes, or clicking Clear All.

Clear All does not clear any timeframe filter that has been applied. Manually update the filter to return to the default timeframe.