How To Manage Traffic Channels in Campaign Grouping?

Everything you need to create, edit, disable, or reactivate traffic channels — safely and clearly.

How to Create a Traffic Channel?

• Use this when you want to group certain publishers under a new category aligned with your business logic.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
     
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ.
     
  • Click on the ➕Add Traffic Channel button at the top of the Traffic Channels section
    
  • In the modal:
    • Enter Traffic Channel Name (max 100 characters)
    • Select publishers/referrers to associate (only publishers/referrers belonging to Unclassified Traffic Channel will be visible)
      
  • Click on Save
  • Click on Yes to continue and No to cancel
    
    
     
  • Review the impact and type Create & Sync All Leads to create
    
    
    
     
  • The newly created traffic channel will appear in your active traffic channels list

Result:

• Traffic channel is now visible across dashboards (if there are leads already associated with any of the selected publishers/referrers)
• All selected publishers/referrers are re-routed under the new channel

Please note, creating a new traffic channel and assigning publishers/referrers will update the traffic channel of all the leads from the associated publishers/referrers list.

How to Edit an Existing Traffic Channel?

• Use this when you want to rename a custom traffic channel or add/remove associated publishers/referrers to the Traffic Channel.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Find the traffic channel you want to edit
  • To edit name of the Traffic Channel:
    • Click the Edit icon (✏) on the right of the “Name”
    • Enter Traffic Channel Name (max 100 characters)
    • Click on tick (✓) to save
  • To edit the associated Publishers/Referrers:
    • Click on Associated Publishers as shown below
    • Click on the drop down
    • Select Publisher/Referrer Names to add more publishers to the Traffic Channel. Only Publishers/Referrers in the Unclassified Traffic Channel will be shown
    • Deselect Publisher/Referrer Names to remove existing publishers to the Traffic Channel. This will move the “unselected Publishers/Referrers” to the Unclassified Traffic Channel
    • Click on Save
    • Click on Yes to continue and No to cancel
    • Review the impact and type Associate Publishers & Update All Leads to update

Result:

• All leads associated to newly selected publishers/referrer for the Traffic channel will be updated to reflect newly associated Traffic Channel
• All leads associated to de-selected publishers/referrer for the Traffic channel will be updated to reflect “Unclassified”
• Counts of both edited “Traffic Channel” as well as “Unclassified” will be updated as per the changes made

Important Points to Note:

• Please note, all traffic channels (irrespective of System/Custom) can be renamed.
• You cannot directly move multiple publishers/referrers from System Defined Channels. They must be moved individually.
• Special Cases: Organic, Social, and Referral
  • For Traffic Channels - Organic, Social, and Referral, only 1 publisher/referrer is present in each of the case:
    • Organic is a publisher mapped under Organic Traffic Channel
    • Social is a publisher mapped under Social Traffic Channel
    • Referral is a publisher mapped under Referral Traffic Channel
  • On Campaign Dashboard, these traffic channels are specially handled to show “referrer name” instead of “publisher name”.
  • Impact of adding or removing publishers/referrers from these traffic channels:
    • If you move “Organic”, “Social”, and “Referral” publishers/referrers from “Organic”, “Social", “Referral”, domain-wise listing from the Campaign Dashboard shall be removed.
    • If you add more publishers to either of these traffic channels, then their campaign wise reporting won’t be visible.
  • Hence, it is recommended to avoid editing these traffic channels except names. 

How to Disable a Traffic Channel?

• Use this to clean up unused channels or test re-assignments.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Find the traffic channel you want to disable
  • Under the Status column, switch on the toggle to Disable
  • You will be asked to reassign the associated publishers to another traffic channel
  • If you are unsure of a channel, search for Unclassified

• Click on Yes to continue and No to cancel
• Review the impact and type Disable & Sync All Leads to deactivate
• If the Traffic Channel is linked to active ERP, automation, allocation rules, you won’t be able to disable it. The system will alert you to resolve dependencies first.
• If it is not linked, based on your action, your existing leads will be synced

Result:

• All leads associated with the disabled Traffic channel will be updated to reflect newly associated Traffic Channel
• The disabled traffic channel will be hidden from “Active Traffic Channel” list (and move to Inactive Traffic Channel List) of Campaign Grouping, dashboards (like Campaign Dashboards) and filters (like Advanced Filters on Lead Manager)
• Counts of both newly associated “Traffic Channel” will be updated as per the changes made

Important Points to Note:

• You cannot disable System Traffic Channels - Publishers, Other Campaigns, Unclassified, and Offline
• Special Cases: Organic, Social, and Referral
• For Traffic Channels - Organic, Social, and Referral, only 1 publisher/referrer is present in each of the case:
  • Organic is a publisher mapped under Organic Traffic Channel
  • Social is a publisher mapped under Social Traffic Channel
  • Referral is a publisher mapped under Referral Traffic Channel
  • On Campaign Dashboard, these traffic channels are specially handled to show “referrer name” instead of “publisher name”
  • Impact of disabling these traffic channels:
    • If you move “Organic”, “Social”, and “Referral” publishers/referrers from “Organic”, “Social", “Referral”, domain-wise listing from the Campaign Dashboard shall be removed
  • Hence, it is recommended to avoid disabling these traffic channels
• Please note, max 30 custom traffic channel limits includes disabled Traffic Channels

How to Reactivate a Disabled Traffic Channel?

• Use this to restore a channel you previously disabled.
• Steps:
  • Go to Settings → Campaign Management → Campaign Grouping
  • Expand the Traffic Channel(s) accordion by clicking on Ⓥ
  • Click on View Inactive Traffic Channel(s) to get the list of inactive traffic channels
  • Find the traffic channel you want to reactivate
  • Under the Status column, switch on the toggle to Reactivate
  • It will open the Traffic channel in edit mode.
  • To edit name and associated Publishers/Referrers, as needed
  • Click on Save
  • Click on Yes to continue and No to cancel
  • Review the impact and type Activate & Sync All Leads to reactivate

Result:

• All leads associated with the selected publishers/referrers will be updated to reflect newly associated Traffic Channel
• The enabled traffic channel will be now shown in “Active Traffic Channel” of Campaign Grouping, dashboards (like Campaign Dashboards) and filters (like Advanced Filters on Lead Manager)
• Counts of enabled “Traffic Channel” and “Unclassified” traffic channel will be updated as per the changes made

Important Points to Note:

• Reactivating a traffic channel does not auto-restore publishers
• You must manually associate publishers again
• Please note, max 30 custom traffic channel limits includes disabled Traffic Channels

Pro Tips

• Always check what publishers are already in Unclassified before creating a new channel
• Use it wisely — editing Traffic Channels updates attribution retroactively
• Custom channels = cleaner reports, better filters, smarter automation in the future

Conclusion