Content & Briefs
Custom themes
Create your own themes to categorize campaigns, filter your calendar views, and pivot analytics data by theme — making it easy to track performance across different types of initiatives.
Step-by-step guide
Creating themes
Go to Content → Themes and click to add a new theme. Each theme has:
- Name — A descriptive label (e.g. Sale, New Product, Restock).
- Tag name — A short identifier. Not currently used for ESP matching, but may support it in the future.
- Description — Optional context about what this theme represents.
Create as many themes as you need to match your business — common examples include Sale, New Product, Restock, Seasonal, and Loyalty.
Tagging campaigns with themes
When creating or editing a campaign, select a theme to associate with it. This tags the campaign so it can be filtered and analyzed by theme. You can update the theme on any existing campaign at any time.
Filtering by theme
Once campaigns are tagged, you can filter by theme in two views:
- Calendar view — Use the theme filter to show or hide campaigns by theme. An "Uncategorized" option appears for campaigns without a theme.
- List view — The same theme filters are available in the campaign list view.
Analytics by theme
Go to Analytics → Campaigns → Themes tab to see your metrics broken down by theme. Click into any theme to see the individual campaigns associated with it and their performance data. This is useful for comparing results across different campaign types — for example, how your Sale campaigns performed versus New Product launches.
Tips
- Keep your theme list focused — a handful of well-defined themes is more useful than dozens of overlapping ones.
- Tag campaigns consistently so your analytics data is meaningful when you pivot by theme.
- Themes are also used when creating initiatives and initiative templates for categorization.