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Create an Optimize Channel

You can create more Optimize Channels after your initial setup was completed as you adopt more marketing channels.

When creating an Optimize Channel, recommends keeping the logic as simple and readable as possible. This will make ongoing support of your rules more effective and efficient.

Create an Optimize channel

This feature is only accessible to specific editions or add-ons. Contact us to upgrade your account and get access!
  1. From the left navigation bar, select [Optimize]→ Settings → Channels.

  2. In the top-right corner, select Create Channel.

  3. Give the Channel a Name.

  4. Select what Type of channel this is from the drop-down menu.

  5. [Toggle on] Add rules to identify channel traffic.

  6. From here, you can set up your Channel's Rules to Identify and Credit Group.

    • Learn more about your options for configuring Rules To Identify an Credit Groups, the components of an Optimize Channel.

  7. Select Save.

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