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Assigning segments to campaigns

Tag one campaign or many at a time with the segments you defined for the active client.

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 client so reports group correctly.

Campaigns table with segment chips on each row, a row-action button on the right, and a bulk-select checkbox column on the left
Two routes onto a row: the per-row action menu, or the bulk checkboxes on the left.

Single-campaign assignment

The fastest way for one or two changes.

  1. On the campaigns page, find the row you want.
  2. Click the row's action — opens the assign-segments modal 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. Save.

The row's segment chips update immediately.

Bulk assignment

When you've just imported a new placement and want to tag dozens of campaigns at once.

  1. Tick the checkbox on each row you want to tag (or shift-click to select a range).
  2. The toolbar exposes Assign segments once one or more rows are selected.
  3. Click it — the bulk-assign modal opens.
  4. Pick segments to add to the selected rows. The modal can also be used to replace the existing segments on those rows (mode toggle inside the modal).
  5. Save.

The rows update in place. The modal stays open if you have more selections to make; close it to return to the table.

Clearing segments

To remove all segments from a campaign:

  1. Open the assign-segments modal for the row.
  2. Untick every selected segment.
  3. Save.

The campaign now has no segments and stops appearing in any segment-based report row. (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 your role to grant manage campaigns (or equivalent) on the active client. Without it, the action menu and the bulk Assign segments toolbar button are hidden — you can see segments on rows but can't change them.