Advisors have access to a wide range of content, but finding exactly what you need, fast, is key to staying productive. With our advanced search and sorting tools in the Campaign Library, you can zero in on relevant campaigns in seconds.

I. Sorting Campaigns by Category

To help you quickly find what’s most relevant or timely, the Campaign Library includes multiple sorting options.

  1. Go to the Campaign Library from your dashboard.
  2. At the top of the Library, you can find sort options.
  3. Choose one of the following options:
    • Full Library – Displays all Campaigns
    • Goal – Shows campaigns based on what the advisor wants to accomplish.
    • Life Stage – Shows campaigns based on who the advisor is sending them to. 
    • Audience – Shows campaigns based on where the audience is in their journey.
    • Product Type – Shows campaigns based on the audience segment they are designed for.
    • Add-on Services – Shows campaigns based on the type or format of the campaign.

These options help highlight what’s new and what’s working well across the platform.

II. Filtering for Specific Topics or Campaign Types

You can also filter your view to only see the campaigns that match your needs.

  1. First, pick one of the Campaign options across the top.
  2. Use checkboxes to filter by subcategories:
    • This clean filter system is built around how advisors search: what am I trying to do, who is it for, where are they in life, and what's it about.
    • Filters stack, so you can narrow your results quickly by combining multiple selections.


III. Using Keyword Search

Looking for something specific?

  1. Use the Search bar at the top of the Campaign Library.
  2. Type in keywords such as:
    • Client type (e.g., “retirees”)
    • Topic (e.g., “Social Security”)
    • Campaign name (if you remember it!)

Search results will update in real-time as you type.

IV. Pro Tips

  • Use “Trending” to find high-performing campaigns with proven engagement.
  • Filters are especially useful when you’re planning a campaign around a specific theme or time of year.
  • Combine sorting and filtering to get to the right content even faster.