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Assigning segments to campaigns

Tag campaigns automatically by segment code, one row at a time, or in bulk with Add, Remove, and Replace modes.

Segment assignment is the daily-work part of campaign management in Level. You're not editing campaigns themselves (Level is read-only on campaign data) — you're attaching the segments you defined for the organization so reports group correctly.

Campaigns table with segment chips on each row, a pencil icon on the right to edit segments, and a bulk-select checkbox column on the left
Two routes onto a row: the pencil icon, or the bulk checkboxes on the left.

Automatic assignment by code

The fastest way to tag campaigns at scale is to not tag them at all. Every segment has a code (short, uppercase, unique per organization). During sync, any campaign whose name contains a segment's code gets that segment assigned automatically.

So if your Acquisition segment has the code ACQ, a campaign named q1-2026-search-eu-ACQ-v3 arrives already tagged — no clicks needed.

Auto-assignment only ever adds segments; it doesn't remove ones you assigned by hand.

Single-campaign assignment

The fastest way for one or two manual changes.

  1. On the campaigns page, find the row you want.
  2. Click the pencil icon — the Assign Segments modal opens for that campaign.
  3. Tick one or more segments. A campaign can carry multiple segments (e.g. Acquisition + Brand) — useful when a campaign has overlapping intent.
  4. Click Save Changes (or Cancel to back out).

The row's segment chips update immediately.

Bulk assignment

When you've just connected a new ad account and want to tag dozens of campaigns at once.

  1. Tick the checkbox on each row you want to tag. A floating toolbar appears showing selected, with Select all loaded and Clear to adjust the selection.
  2. Click Bulk assign segments — the Bulk Assign Segments modal opens.
  3. Pick a mode:
    • Add — the picked segments are added on top of whatever each campaign already carries.
    • Remove — the picked segments are taken off the selected campaigns. Campaigns left without segments fall back to Unknown in segment-based reports.
    • Replace — the picked segments become the only segments on the selected campaigns. Replacing with an empty pick clears them entirely — they fall back to Unknown.
  4. Pick segments and save.

The rows update in place.

Clearing segments

To remove all segments from a single campaign:

  1. Open the Assign Segments modal for the row.
  2. Untick every selected segment.
  3. Click Save Changes.

The campaign now shows Unassigned and falls into the Unknown group in segment-based reports. (It still shows up in Campaigns reports, which don't depend on segments.)

What changes after assignment

Tagging is durable — it sticks until you change it. After you assign:

  • Segments reports rebuild on next load with the new groupings.
  • Campaigns reports are unaffected — they show campaigns directly.
  • Reports already open in another tab pick up the change next time they load (no automatic push).

Permissions

Assigning segments requires the Assign Campaign Segments permission on the active organization. Without it, the pencil icon and the bulk toolbar are hidden — you can see segments on rows but can't change them. Permissions come from your role; see Users & Teams.