Team Collaboration Guide.
Delivr’s team collaboration tools help groups stay organized, aligned, and efficient when managing marketing, product, or event campaigns. With features like Labels, Groups, Tags, Stars, Workspaces, and UTM Parameters, teams can structure campaigns clearly, find assets quickly, and track performance with confidence.
When multiple people work together on marketing, event, or product campaigns, organization is the key to staying aligned and efficient. In Delivr, tools like Labels, Groups, Tags, Stars, Workspaces, and UTM Parameters make it easy for teams to structure their work, find what they need instantly, and analyze results without confusion.
- Assign clear, descriptive titles and notes so campaigns are instantly recognizable and their purpose is understood by everyone on the team.
- Arrange related campaigns into folder-style collections for faster access, better organization, and easier management.
- Apply consistent keywords for powerful filtering and quick cross-project searches.
- Mark your most important campaigns or groups to keep top priorities visible and easy to find.
- Automatically gathers all campaigns and groups with the same star color into a centralized, customizable dashboard.
- UTM Parameters. Add tracking codes to monitor campaign performance, traffic sources, and audience behavior in analytics tools.
By combining these features, teams can keep campaigns structured, easy to find, and measurable from creation to results.
Think of labels as your campaign’s internal name tag—a quick way for everyone to know what a campaign is about without opening it.
Purpose for Teams
Give each campaign a clear, descriptive title and notes so any teammate can instantly understand its purpose. This reduces “What’s this for?” questions and speeds up onboarding for new members.
How to Use Collaboratively
- Agree on a naming convention (e.g., Event - Location - Date or Product - Channel - Quarter).
- Use the notes field to document objectives, deadlines, or special instructions.
- Keep labels consistent across the team for cleaner filtering and reporting.
Campaign Groups are like folders, keeping related campaigns together for easy navigation.
Purpose for Teams
Store all related campaigns in one place so anyone can find them—whether they’re tied to a single event, product line, or department.
How to Use Collaboratively
- Create groups for major initiatives (e.g., “Spring 2025 Product Launch” or “Trade Show Assets”).
- Assign permissions so the right team members can access and manage the group.
- Use groups as shared “home bases” for multi-channel campaigns.
Organizing Campaigns in Multiple Groups
Campaigns can be placed in one or more Groups, giving you the flexibility to organize them in multiple ways for different purposes. This is especially useful when a single campaign is relevant to more than one category or initiative.
For example, a single campaign might belong to a Product Launch group—so it’s tracked alongside all assets for that launch—while also being assigned to other Groups based on media type (e.g., digital displays, in-store posters, or packaging).
This multi-group structure allows teams to:
- Find campaigns faster by searching within different organizational contexts.
Collaborate more efficiently when multiple departments need access to the same campaign for different purposes. - Report and analyze by segment, such as comparing how the same campaign performs across various media types or placements.
By leveraging multiple Groups, you can keep campaigns logically organized without duplicating work or creating extra copies of the same asset.
Tags are keywords that make searching and filtering lightning-fast—perfect when projects overlap.
Purpose for Teams
Let team members find campaigns by theme, audience, channel, or stage without digging through folders.
How to Use Collaboratively
- Decide on a shared tag vocabulary so everyone uses the same keywords (e.g., “Retail,” “Social,” “B2B”).
- Layer tags with groups for more granular searches.
- Use tags to quickly identify campaigns across different teams or purposes.
Stars | Keep Priorities Visible
Stars make it easy to keep your most important Campaigns and Groups front and center. They’re color-coded for quick meaning—e.g., red = urgent, yellow = review needed, green = live, purple = needs update—and can be applied independently to Campaigns and Groups.
- Independent Starring. Starring a Group does not star the Campaigns inside, and starring a Campaign does not affect its Group.
- Organized Execution. Use stars to prioritize and group campaigns without altering live settings or disrupting reporting.
- Starred Items & Workspaces. When you star a Campaign or Group, it’s automatically added to the corresponding Workspace based on its star color.
Workspaces | Your Centralized Dashboards
Workspaces are centralized dashboards in Delivr that automatically organize Campaigns and Campaign Groups by their star color. This makes it easier for teams to access, collaborate, and focus on the work that matters most.
Perfect for organizing by team, goal, task, or any custom purpose, Workspaces can be named however you like and adapted to your workflow.
- Always Up to Date. Unstarring a Campaign or Group instantly removes it from any Workspace without affecting the original item.
- Workspace Notes. Add context for the team—such as goals, responsibilities, deadlines, or campaign status—directly inside the Workspace.
- Private & Flexible. Visible only to the Account Owner/Admin and Contributors. Workspaces do not affect how others see or use Campaigns.
UTM parameters turn your campaigns into measurable data sources in tools like Google Analytics.
Purpose for Teams
Attribute results accurately, understand where your traffic is coming from, and link QR scans to conversions.
How to Use Collaboratively
- Use a shared UTM template so your analytics remain consistent.
- Assign responsibility—decide who adds UTMs before launch.
- Review UTM performance together to refine future campaigns.
A well-structured workflow might look like this:
- Create a Group (e.g., “Spring Product Launch”).
- Build campaigns with clear Labels and notes.
- Add Tags for filtering (e.g., “Retail,” “In-store Display”).
- Place campaigns into one or more Groups as needed.
- Star items to surface priorities in Workspaces.
- Add UTM parameters to track performance and conversions.
This combined approach keeps campaigns easy to find, easy to manage, and easy to measure across any team.
- Start with structure. Set naming, tagging, and color-coding rules before launching campaigns.
- Keep it clean. Archive or unstar old campaigns to prevent clutter.
- Review together. In team check-ins, confirm campaigns are organized, tagged, and tracked correctly.
- Document the system. Save these rules in your shared workspace so new team members can onboard quickly.
