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Create and manage campaigns 

Create a campaign to manage your promotional activities in Talon.One.

You can create a campaign in one of the following ways:

Create a campaign from scratch​

  1. Select the Application where you want to create your campaign.

  2. From the left-side menu, click Create Campaign.

  3. Click From scratch, and select the type of campaign you want to create.

  4. In Name, type a name for the campaign.

  5. (Optional) In Features, select which features you want to enable, for example Coupons or Loyalty.

    Note

    You can enable or disable a feature after creating your campaign. The Giveaways feature is not available in item campaigns.

  6. (Optional) From the Campaign access group dropdown, select a campaign access group to add your campaign to.

    Note

    This option appears only if there are one or more campaign access groups connected to the Application.

  7. From the Campaign evaluation group dropdown, select a campaign evaluation group to add your campaign to.

    Note
    • Unless you select another group, the campaign is added to the default campaign evaluation group. You can change this at any time in the Campaign Evaluation section of your Application.
    • You cannot add your campaign to a locked group.
    • You can add standard campaigns only to groups with a session evaluation scope.

  8. In Store-based campaign evaluation, select the type of stores-based evaluation you want for your campaign.

    • All stores: Your campaign is evaluated for all the stores that are present in the Application.
    • Specific stores: Your campaign is evaluated only for stores you select. Each store is linked to the campaign. You can select stores by their Store name and Store integration ID.
    Note

    This option appears only if there are stores in your Application. To create stores in your Application, use the Create stores endpoint.

    Read evaluating stores-based campaigns to understand how stores-based campaigns are evaluated.

  9. Click Create Campaign.

The dashboard of the campaign appears. The campaign state is Disabled.

Tip

Add at least one valid rule to be able to either test or activate the campaign.

Create a campaign from a template​

Before you start, ensure that the template you want to use is enabled and available in the Application where you want to create the campaign.

To create a campaign from a template:

  1. Select the Application where you want to create your campaign.

  2. From the left-side menu, click Create Campaign.

  3. Click From a template.

  4. Select the template you want to use and click Create Campaign.

  5. If attributes in the template are not connected to the Application in which you are creating a campaign, you can see them in a list that appears.

    To connect an attribute from the list to your current Application:

    1. In Connect Attributes, click the attribute name in the list.
    2. In Edit > Connected Applications, select the Applications where you want the attribute to be available, including the current Application.
    3. Click Update Attribute.
    4. Refresh the Connect Attributes page to continue creating a campaign from this template.
    5. Repeat these steps for all the listed attributes.
    Note

    To connect an attribute to an Application, ensure you are an admin or the Application admin for every Application the attribute is currently connected to.

  6. In Details, enter the basic information for the campaign:

    • In Name, type a name for the campaign.
    • In Description, enter a description to help you identify the campaign.
    • (Optional) In Tags, enter any tags you want to apply, and separate them with commas.
    • From the Campaign evaluation group dropdown, select a campaign evaluation group to add your campaign to.
    Note
    • Unless you select another group, the campaign is added to the default campaign evaluation group. You can change this at any time in the Campaign Evaluation section of your Application.
    • You cannot add your campaign to a locked group.
    • You can add standard campaigns only to groups with the session evaluation scope.

  7. In Placeholders, enter or select values for the placeholders defined when creating the template.

    Admins, Application admins, and users with permission to create and edit campaigns can do the following:

    • Make changes to the Rule Builder after creating a campaign.
    • Edit the placeholder values on the Properties page of the campaign settings.
    • If you have defined a value range for placeholders of type Number or Percent, you can enter a value that falls within that range.
    • If you have connected an attribute picklist to a placeholder of type List of strings, you can choose from the picklist values in the dropdown.
    Note

    If you cannot see specific conditions or effects in the Rule Builder, check if they are hidden in your destination Application settings.

  8. In Attributes, you can define the mandatory attributes of the campaign.

  9. In Budgets, you can edit the budgets of the campaign.

  10. In Stores, select the type of stores-based evaluation you want for your campaign.

    • All stores: Your campaign is evaluated for all the stores that are present in the Application.
    • Specific stores: Your campaign is evaluated only for stores you select. Each store is linked to the campaign. You can select stores by their Store name and Store integration ID.
    Note

    This option appears only if there are stores in your Application. To create stores in your Application, use the Create stores endpoint.

    Read evaluating stores-based campaigns to understand how stores-based campaigns are evaluated.

  11. If the Coupons feature was enabled in the campaign from which the template was created, in Coupons, you can do the following:

  12. (Optional) In Schedule, set start and expiration dates for your campaign.

  13. Click Create Campaign.

The created campaign is available in your Application. The campaign state is Disabled.

Test a campaign​

When a campaign is created, its default state is Disabled.

If campaign staging and revisions is enabled for your Application, you can stage the campaign for testing and test it independently without affecting your production runs.

Staging​

Staging a campaign moves it from Disabled to Staged, where it can be tested as if it were running, but without any triggered effects being retained. After you stage a campaign, you cannot move it back to Disabled.

To stage a campaign:

  1. Add at least one rule to the Disabled campaign.
  2. In the State section of the campaign dashboard, click Stage Campaign.

The campaign moves to the Staged state.

Test​

To trigger the effects of a Staged campaign, use a testing API key. When a testing API key is present, it is automatically used for authentication, and all the requests you make are dry requests.

If you're unsure of which key your testing environment uses, contact your development team.

When you are satisfied with the results of your testing, verify that your budget limits are correct and activate the campaign.

Note

If campaign staging and revisions is not enabled, add at least one rule and activate the campaign. You can set a start time before activating it.

To test your scenario, you can replicate the campaign in a sandbox Application, which serves as a test environment.

Activate a campaign​

If campaign staging and revisions is enabled for your Application, you can activate Staged campaigns. After that, you can no longer edit the rules and settings. To make changes to an active campaign, revise it.

To activate a campaign:

  1. Open the campaign dashboard.
  2. In the State section, click Activate Campaign.

The campaign state changes to Running. If the campaign has a future start time, its state changes to Scheduled instead.

Important

Keep in mind that your Talon.One plan may contain a limit of the number of active campaigns. See your plan details.

Note
  • If campaign staging and revisions is not enabled, you can activate Disabled campaigns after adding at least one rule.
  • If you do not have permission to activate a campaign, in the campaign dashboard, in the State section, click Request Campaign Activation and select an admin from the list to notify via email.
    • If your campaign is not activated on time, you can click > Resend Activation Request to resend the request or select another admin to notify.

Disable a campaign​

You can disable any Running campaign if you no longer want its rules to be evaluated. You can also disable Scheduled and Expired campaigns.

To disable a campaign:

  1. In the State section of the campaign dashboard, click Disable Campaign.
  2. In the pop-up that appears, click Disable.

The campaign state changes to Disabled.

Disable multiple campaigns​

On the Campaigns page, when you filter for Expired campaigns, you can also select and disable up to 50 of them in a single operation.

To disable multiple expired campaigns:

  1. On the Campaigns page, click the Expired filter.
  2. Select one or more filtered campaigns, and click Disable Expired Campaigns.
  3. In the pop-up that appears, click Disable Expired Campaigns.

The state of the campaigns you disabled changes to Disabled.

Delete a campaign​

You can delete Staged, Disabled, and Archived campaigns at any time.

Caution
  • The campaign delete action cannot be undone.
  • When you delete a campaign, any referral and coupon codes created in the campaign are also permanently deleted.
  • After you delete a campaign, your customers can no longer use any coupon or referral codes they obtained through it.
Important

To delete an active campaign, first disable it.

To delete a campaign:

  1. In the State section of the campaign dashboard, click > Delete Campaign.
  2. In the pop-up that appears, click Delete.

Delete multiple campaigns​

On the Campaigns page, when you filter for Disabled campaigns, you can also select and delete up to 50 of them in a single operation.

To delete multiple disabled campaigns:

  1. On the Campaigns page, click the Disabled filter.
  2. Select one or more filtered campaigns, and click Delete Disabled Campaigns.
  3. In the pop-up that appears, click Delete Disabled Campaigns.

Archive a campaign​

You can archive a campaign if you are not using it but do not want to delete it permanently. The rules of Archived campaigns are not evaluated.

Note

Only Disabled campaigns with at least one rule and Staged campaigns can be archived.

To archive a campaign:

  1. In the State section of the campaign dashboard, click > Archive Campaign.
  2. In the pop-up that appears, click Archive.

The campaign state changes to Archived. You can find it in the Archived tab.

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