Skip to main content

​
Collections Overview

What you’ll learn: How to use collections to organize touchpoints, view aggregated analytics, and improve team collaboration workflows.

​
What are Collections?

Collections are folders that group related touchpoints together. Think of them as smart folders that not only organize your touchpoints but also provide aggregated analytics and enable batch operations.

Organization

Group touchpoints by campaign, client, product line, or any criteria

Aggregated Analytics

View combined performance metrics for all touchpoints in a collection

Team Workflows

Assign collections to team members for focused responsibility

Batch Operations

Apply actions to all touchpoints in a collection at once

​
Creating Collections

1

Navigate to Collections

From the sidebar, click Collections → + New Collection
2

Name Your Collection

Use descriptive names:
  • ✅ Good: “Summer 2024 Campaign - Instagram”
  • ✅ Good: “Client: Acme Corp - Q2 Promotions”
  • ❌ Avoid: “Collection 1”, “Misc”
3

Add Description (Optional)

Brief description of the collection’s purpose for team context
4

Assign Touchpoints

  • Add existing touchpoints to the collection
  • Or create new touchpoints directly within the collection

​
Use Cases

​
Campaign Organization

Group all touchpoints for a specific marketing campaign:
  • “Black Friday 2024” collection with touchpoints for email, social media, print QR codes, in-store signage
Benefits: View total campaign performance, compare channel effectiveness, archive entire campaign when complete

​
Client Management (Agencies)

Create one collection per client:
  • “Client: ABC Corp”
  • “Client: XYZ Retail”
Benefits: Client-specific reporting, easy handoff when changing account managers, clear billing based on touchpoint usage

​
Product Lines

Organize by product category or SKU:
  • “Product Line: Summer Apparel”
  • “Product Line: Electronics”
Benefits: Track which products drive most engagement, identify underperforming products, optimize marketing spend by category

​
Geographic Regions

Separate collections by location:
  • “Region: North America”
  • “Region: APAC”
Benefits: Regional performance comparison, localized campaign management, timezone-appropriate analytics

​
Collection Analytics

View aggregated metrics for entire collections: Metrics Available:
  • Total clicks/scans across all touchpoints
  • Geographic distribution (where is traffic coming from)
  • Device breakdown (mobile vs desktop usage)
  • Top performing touchpoints within the collection
  • Time-series trends (traffic over time)
  • Conversion rates (if goals configured)
Accessing Collection Analytics:
  1. Click on any collection name
  2. View the Collection Dashboard
  3. Filter by date range, device type, or geography
  4. Export reports as CSV or PDF

​
Managing Collections

​
Adding Touchpoints to Collections

Method 1: During Touchpoint Creation
  • Select collection from dropdown in creation form
Method 2: From Touchpoint List
  • Select touchpoints → Bulk Actions → Move to Collection
Method 3: Drag and Drop
  • Drag touchpoints from list onto collection in sidebar

​
Removing Touchpoints

  • Navigate to collection
  • Select touchpoints to remove
  • Click Remove from Collection (touchpoints aren’t deleted, just removed from collection)

​
Renaming Collections

  1. Click collection → Settings icon
  2. Edit name and description
  3. Save changes

​
Deleting Collections

Touchpoints are NOT deleted: When you delete a collection, touchpoints inside remain in your organization. Only the collection folder is removed.

​
Best Practices

Hierarchical Naming: Use prefixes for easy sorting: “Campaign: ”, “Client: ”, “Product: ”, “Region: ”
Archive Old Collections: Rename completed campaigns with “[ARCHIVED]” prefix to keep workspace clean while preserving data
Consistent Structure: Establish collection structure early and apply it consistently across all campaigns

​
Next Steps

Use Tags

Combine collections with tags for powerful filtering

View Analytics

Deep dive into collection-level analytics