When to Use Campaign Views
Use campaign views when you want to organize campaigns by:
Events
Industry
Region
Campaign type
Sales team
Priority
Customer segment
This makes it easier to manage campaigns and quickly find the ones you need.
Step 1: Go to the Campaigns Page
Log in to Alta.
From the main navigation, click Campaigns.
Step 2: Add a New View
On the Campaigns page, click the plus sign.
Select Add View.
Enter a name for the view.
Example:
Events
Click Create View.
Your new campaign view will now be created.
Step 3: Add a Filter to the View
After creating the view, you can add filters so only specific campaigns appear in it.
Open the view you just created.
Click Filter.
Select the filter you want to use.
Make sure to click the Save View button after adding the relevant filters.
Step 4: Review the Campaigns in the View
Once the filter is applied, only campaigns that match the selected filter will appear in that view.
For example, if you created a view called Events and filtered it by the Events tag, only campaigns with the Events tag will be displayed.
Example Use Case
If your team runs multiple types of campaigns, you can create separate views such as:
Events
UK Campaigns
LinkedIn Only
Warmup Campaigns
Enterprise Prospects
Follow-Up Campaigns
This helps keep your campaigns organized and easier to manage.
Important Notes
A campaign must have the relevant tag in order to appear in a tag-based view.
Views help organize campaigns visually, but they do not change the campaign setup itself.
You can create multiple views based on different filters depending on how your team manages campaigns.