Channels and Groups

Groups and Channels are the organizational structure that sits above touchpoints. Go to Channels and Groups in the sidebar to manage them. The hierarchy is: Group > Channel > Touchpoint.

Groups

• A Group is the top-level container, e.g. "Website", "Email", "Social Media".
• Each group has a name and a color used for visual identification in the timeline and filters.
• Groups can be drag-and-drop reordered.
• A group cannot be deleted until all its channels are removed first.

Channels

• A Channel belongs to one Group and represents a specific communication context, e.g. "Homepage", "Weekly Newsletter", "Instagram".
• Each channel has a source category: On-site (banners, popups, website), Owned (email, SMS, organic social), or Paid (Google Ads, Meta Ads, paid placements). Click the category badge to cycle through the three options.
• The UTM source field on a channel is auto-generated from the group name and is used when building UTM links in campaigns. You can override it manually.
• Channels within a group can be drag-and-drop reordered.

Create a group

• Open Channels and Groups from the sidebar.
• Click Add Group, enter a name, and pick a color.
• The group appears at the bottom of the list and can be dragged to the desired position.

Create a channel

• Expand a group and click Add Channel.
• Enter the channel name, select its source category, and optionally edit the UTM source slug.
• The channel is added inside the selected group.