Hi @smcwherter, welcome to the community and Klaviyo!
I work across many Klaviyo accounts both present and in the past, so I’ve seen my fair bit of “messy accounts” in Klaviyo that I’ve inherited. Unfortunately, at this time, Klaviyo doesn’t have any organizational UX in their interface in terms of hiding/collapsing/sub-foldering or grouping things visually. So using tags (and filters) is sort of the best place to start in terms of organizing your campaigns.
One thing that I do try to implement if the client is open to it, especially if you’re starting a new Klaviyo account, is to try to use clean and consistent naming conventions. As a bonus, typically the Campaign names also make it into other tools like Google Analytics (via UTM parameters) - so having clean and organized naming conventions can help you sort through the clutter.
At the most basic, I like to start my Campaigns with the intended date it’s meant to be sent, follow by a short description (I use dashes to separate spaces), and following by some thematic group shorthand or labels; each section separated by an underscore. As a once upon a time software engineer, I tend to avoid “spaces” (and other special characters) because sometimes it messes things up with URL encoding, parsing data (you’ll have to put quotes around strings with spaces), etc. I also use mostly lower-case so I don’t have to fret about it later unless it’s an abbreviation (like BFCM).
So for me, my preferred and recommended naming convention looks like this:
230401_april-fools-surprise_promo
The first part is the the date (YYMMDD) - followed by description - followed by a contextual theme (promotions, product, newsletter, events, vip, etc).
Now, I can quickly do a search in Klaviyo to jump to a certain month (e.g. 2304), only product/promo (though these can be tags as well), or “april-fools” to see all the past years’ april fools campaign all in the search bar.
So it’s a bit tedious and slightly OCD to keep things organized this way, but a little upfront effort I found to be super useful later down the road when you’re looking at your past campaigns and trying to remember what “Campaign 1” or “New Campaign Version 2” means 3 months from now!
