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Channels group your products by how they’re sold or delivered — for example On-Site, In-App, Email or Social. The channel appears on a line item’s product details, so you can filter and report on performance by channel. The Channels list works the same way as Platforms: each channel has a name and an automatically assigned ID.

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Add a channel

1

Open Channels

Select in the sidebar, then click the tile.
2

Add a new channel

Click in the top right.
3

Name it

Enter a Channel Name, then click .
New Channel dialog with a name field

The New Channel dialog.

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Rename or delete a channel

  • Rename — click the channel’s name, update it and save.
  • Delete — click the ⋮ menu at the end of the row and select .
If the list is empty, no channels have been set up for your client yet. Add the channels your team reports on before you set up products.