Organizing with Collections

Collections are the most powerful way to organize your work in Shortimize. Think of them as smart folders that let you group, label, and analyze specific sets of accounts and videos together.

Use collections to:

• Separate your own accounts from competitors.

• Group content by campaign, theme, or client.

• Quickly access and compare different categories of data.

1. Creating and Managing Your Collections

You can find and manage your collections in the sidebar.

• Create a New Collection: Simply click the + New Collection button in the sidebar under the "Collections" heading and give it a name.

  

• Create Sub-collections: For even more detailed organization, you can nest collections.

  • Method 1: Click the three-dot menu next to any collection and select Rename. From there, you can assign it to a parent collection.

    

  • Method 2: When naming or renaming, use a slash (/) to create a nested structure, like Competitors/Tech.

    

2. Adding Content to a Collection

There are a couple of easy ways to add accounts or videos:

• From Within a Collection: When viewing a collection, click the purple "Track & Add." button in the top right corner to add new content directly to it.

  

• From the Main Tables: In the All Videos or All Accounts pages, click the three-dot action menu on any row and select "Add to Collection."

  

3. Viewing Your Collection's Data

When you click on a collection in the sidebar, you enter a focused workspace that contains only the data from that collection. At the top of this view, you’ll find three familiar tabs:

• Overview: A visual overview with performance graphs for just the content in this collection.

• Videos: A data table, only showing the videos in this collection.

• Accounts: A data table, only showing the accounts in this collection.