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:
    • Just Released – Shows the newest campaigns at the top.
    • Trending – Displays campaigns that are currently popular or have been launched by a large number of users.
    • Launched By You – Filters by showing campaigns you launched in the past.

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:
    • Cold to Gold Framework - Goal driven campaigns (e.g., Get Noticed, Build Credibility, and Deepen Relationships)
    • Product Type (e.g., Events, Newsletters, Lead Generation)
    • Audience (like "families," “pre-retirees,” or “prospects”)

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.