As custom groups are very important in Tracker.ly, we've done a bit to help you get the most out of them. If you haven't yet, read the sections on creating redirect links and destinations to get an idea of what types of custom groups to put into each redirects and destinations. Briefly, when creating redirects, put in groups that describe where you're publishing the marketing, and when creating destinations, put in groups that describe where you're sending people.
1) Groups Auto-complete
The first thing we do to help with groups is auto-complete them as you enter them. So, when you're assigning custom groups to redirect links and destinations, as you are typing in a group, we show any existing groups you've previously used that match what you're typing. This makes it less likely that you'll end up with multiple groups that should be the same group, like having for example, both a group called "affiliate links" and one called "affiliate link", without the "s". This will help keep your groups organized.
2) Merge Groups
If you do accidentally create two groups that really should be the same group, you can easily merge them together. You can also rename groups. To do that, click either the "Rename / Merge X Redirect Link Groups" in the "Redirect Links" section of the home page of the wizard, or click the "Rename / Merge X Destination Groups" in the "Destinations" section of the wizard. (They are two separate lists, because they describe two separate things.) From there, the process of editing groups is the same for redirects and destinations.
For example, there are two groups, "affiliate link" and "Affiliate Links", which should be merged into one group:
Select them both (you can select as many as you want), and the button at the bottom changes to "Merge Groups":
On the next screen, either give it a brand new name by typing it at the top, where it says, "New Group Name", or select one of the existing names being merged. In this case, we're merging them together into the existing "Affiliate Links" group:
3) Rename Groups
From that previous group management page, which lists all the groups for either redirect links or destinations, you can also rename a single group by selecting it and clicking the "Edit Group Name" button at the bottom, which will only be there if there is just one group selected:
On the next page, just enter in the new name. I like to use capitals and I might be a little obsessive compulsive, so I'll rename "tracker.ly" to "Tracker.ly":
You can also get to this screen to rename a group by hovering your mouse over a group in the groups report, and clicking the edit button.
4) Search By Group
In any screen where you're choosing a destination or redirect link, you can filter the list to only see the ones in a specific group by clicking the "Find by Group" button. This is very useful if you have lots of destinations or redirect links.
Once you click that button, you see a list of all your groups. You can go back by clicking the "Redirects" button, show all your redirects by clicking the "All groups combined", or click any of the group names to just see redirect links in that group:
5) Filter Reports By Groups
As soon as you click "Apply" or add a group to the include or exclude list, your results will update to match the new report.
6) Compare Groups