{"id":2360,"date":"2023-02-28T17:25:24","date_gmt":"2023-02-28T17:25:24","guid":{"rendered":"https:\/\/obo.zoj.mybluehost.me\/uncategorized\/organize-your-ion-portfolios-and-campaigns\/"},"modified":"2026-03-12T20:13:56","modified_gmt":"2026-03-12T20:13:56","slug":"organize-your-ion-portfolios-and-campaigns","status":"publish","type":"post","link":"https:\/\/ioninteractive.com\/ionacademy\/organize-your-ion-portfolios-and-campaigns\/","title":{"rendered":"Organize your Ion Portfolios and Campaigns"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"722\" height=\"476\" loading=\"lazy\" src=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-33.png\" alt=\"\" class=\"wp-image-8751\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-33.png 722w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-33-300x198.png 300w\" sizes=\"auto, (max-width: 722px) 100vw, 722px\" \/><\/figure>\n\n\n\n<p class=\"\"><strong>Portfolios <\/strong>are like folders, or suitcases, into which you will put your Campaigns.\u00a0<strong>Campaigns <\/strong>are like folders, or suitcases, where you will actually create\/publish your <strong>Creatives <\/strong>(landing pages, micro sites, conversion paths, mobile pages, etc) AND where you will &#8220;go live&#8221; and set up tests with Traffic Sources.\u00a0<strong>Traffic Sources<\/strong> are unique URLs you create in Ion and you can set up your A\/B tests on your Traffic Sources.<\/p>\n\n\n\n<p class=\"\">Create as many Portfolios, Campaigns, Creatives and Traffic Sources as you want to!<\/p>\n\n\n\n<p class=\"\">Once you start using Ion and understand its flexible structure, a well-organized Console can make your life much easier. When getting started with your Portfolio and Campaign organization, keep in mind you can always change it later. It&#8217;s easy to rename Portfolios and Campaigns, move Campaigns from one Portfolio to another, etc. You won&#8217;t be stuck with a certain organization.<\/p>\n\n\n\n<p class=\"\">As you start driving traffic to your Ion Console, you&#8217;ll notice that the organizational structure will affect the way you see reports and analytics, so keep that in mind when you plan your Portfolio\/Campaign organization.<\/p>\n\n\n\n<p class=\"\"><em>*Note: You can <strong>copy <\/strong>a Creative from one Campaign to another (but you\u2019re not able to <strong>move <\/strong>a Creative). You can <strong>move <\/strong>an entire Campaign from one Portfolio to another (but can\u2019t <strong>copy <\/strong>an entire Campaign).&nbsp;<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">How to make edits to your Portfolios, Campaigns, and Creatives<\/h4>\n\n\n\n<p class=\"\"><strong>At the Portfolio level<\/strong>, to edit the name, description, and advanced options of your Portfolio, you must access <em>Portfolio &gt; Edit. <\/em>Make the appropriate edits and then click on save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"261\" loading=\"lazy\" src=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32-1024x261.png\" alt=\"\" class=\"wp-image-8749\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32-1024x261.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32-300x76.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32-768x195.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32-1536x391.png 1536w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-32.png 1717w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"\">To make edits <strong>at the Campaign level<\/strong>, you must access <em>Campaign &gt; Actions &gt; Edit Campaign. <\/em>Make your edits, and save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"307\" loading=\"lazy\" src=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31-1024x307.png\" alt=\"\" class=\"wp-image-8747\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31-1024x307.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31-300x90.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31-768x230.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31-1536x461.png 1536w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-31.png 1721w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"\"><strong>At the Creative level<\/strong>, these same changes are possible by accessing\u00a0<em>Creative > Edit properties. <\/em>And after accessing it, you must perform the edits, simply hit save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"389\" loading=\"lazy\" src=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30-1024x389.png\" alt=\"\" class=\"wp-image-8745\" srcset=\"https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30-1024x389.png 1024w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30-300x114.png 300w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30-768x291.png 768w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30-1536x583.png 1536w, https:\/\/ioninteractive.com\/ionacademy\/wp-content\/uploads\/2023\/02\/image-30.png 1721w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Companies sometimes use Ion like this:<\/strong><\/h3>\n\n\n\n<p class=\"\"><strong>Portfolio Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">If a company has different brands, they may create different Portfolios for each of their brands.<\/li>\n\n\n\n<li class=\"\">If a company has regional marketing, they may create different Portfolios for each GEO or regional market.<\/li>\n\n\n\n<li class=\"\">If a single brand, they might use different Portfolios for each of their products.<\/li>\n\n\n\n<li class=\"\">If a single brand and product, they might use different portfolios for each of their major types of traffic (PPC, social, etc). Ion&#8217;s own Console is organized this way.<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><strong>Campaign Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Sometimes at the Campaign level, a company may organize according to each type of traffic (social media, PPC, email marketing, organic, direct mail, etc.)<\/li>\n\n\n\n<li class=\"\">If they didn&#8217;t mark their offers as Portfolios, they can use Campaigns instead.<\/li>\n\n\n\n<li class=\"\">If a company runs actual &#8220;campaigns&#8221; then they likely set up Campaigns at this level as well.<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><strong>Creative Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The individual landing pages and microsites live here.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Agencies sometimes use Ion like this:<\/strong><\/h3>\n\n\n\n<p class=\"\"><strong>Portfolio Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Each client of the agency has its own separate Portfolio. \u00a0This is a great organizational structure for an agency because it&#8217;s the top-down directory for each of their clients, and they can allow clients access to their specific Portfolios while limiting their access to other clients&#8217; Portfolios.<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><strong>Campaign Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Sometimes at the Campaign level, they&#8217;ll organize according to each traffic source (social media, PPC, email marketing, organic, direct mail, etc.)<\/li>\n\n\n\n<li class=\"\">They might use different Campaigns for each of their offers or campaigns.<\/li>\n<\/ul>\n\n\n\n<p class=\"\"><strong>Creative Level<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">The individual landing pages and microsites live here.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"\">If you have any questions, please contact us on <a href=\"mailto:help@ioninteractive.com\" rel=\"noopener\">help@ioninteractive.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Portfolios are like folders, or suitcases, into which you will put your Campaigns.\u00a0Campaigns are like folders, or suitcases, where you will actually create\/publish your Creatives (landing pages, micro sites, conversion paths, mobile pages, etc) [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":5316,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1216,4],"tags":[2160,2159,2161],"class_list":["post-2360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-console-en","category-the-platform","tag-campaigns","tag-organization","tag-portfolios"],"_links":{"self":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/comments?post=2360"}],"version-history":[{"count":4,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2360\/revisions"}],"predecessor-version":[{"id":8752,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/2360\/revisions\/8752"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media\/5316"}],"wp:attachment":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media?parent=2360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/categories?post=2360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/tags?post=2360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}