# Create and manage campaigns
> Create a campaign to manage your promotional activities in Talon.One.
> For the complete documentation index, see [llms.txt](https://docs.talon.one/llms.txt).
You can create a campaign in one of the following ways:
- [Create a campaign from scratch.](#create-a-campaign-from-scratch)
- [Create a campaign from a template.](#create-a-campaign-from-a-template)
## Create a campaign from scratch
1. Select the Application where you want to create your campaign.
1. From the left-side menu, click **Create Campaign**.
1. Click **From scratch**, and select the [type of campaign](/docs/product/campaigns/overview#campaign-types)
you want to create.
1. In **Name**, type a name for the campaign.
1. (Optional) In **Features**, select which features you want to enable, for example
**Coupons** or **Loyalty**.
:::note
You can [enable or disable a feature](/docs/product/campaigns/settings/manage-campaign-features.md)
after creating your campaign. The **Giveaways** feature is not available in item
campaigns.
:::
1. (Optional) From the **Campaign access group** dropdown, select a [campaign access group](/docs/product/account/account-settings/manage-campaign-groups.md) to add your campaign to.
:::note
This option appears only if there are one or more campaign access groups connected to
the Application.
:::
1. From the **Campaign evaluation group** dropdown, select a [campaign evaluation group](/docs/product/applications/manage-campaign-evaluation.md) 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](/docs/product/applications/manage-campaign-evaluation.md#set-campaign-evaluation-scope).
:::
1. In **Store-based campaign evaluation**, select the type of [stores-based evaluation](/docs/product/applications/evaluation-order-for-rules-and-filters.md#evaluate-stores-based-campaigns)
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](/management-api#tag/Stores/operation/createStore)
endpoint.
Read [evaluating stores-based campaigns](/docs/product/applications/evaluation-order-for-rules-and-filters.md#evaluate-stores-based-campaigns)
to understand how stores-based campaigns are evaluated.
:::
1. Click **Create Campaign**.
The [dashboard][campaign dashboard] of the campaign appears.
The campaign state is .
:::tip
Add at least one valid [rule](/docs/product/rules/create-and-manage-rules.md)
to be able to either [test](#test-a-campaign)
or [activate](#activate-a-campaign) the campaign.
:::
## Create a campaign from a template
Before you start, ensure that the [template](/docs/product/campaigns/templates/overview.md)
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.
1. From the left-side menu, click **Create Campaign**.
1. Click **From a template**.
1. Select the template you want to use and click **Create Campaign**.
1. 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.
1. In **Edit** > **Connected Applications**, select the Applications where you want the attribute to be available, including the current Application.
1. Click **Update Attribute**.
1. Refresh the **Connect Attributes** page to continue creating a campaign from this template.
1. 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.
:::
1. 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](/docs/product/applications/manage-campaign-evaluation.md) 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](/docs/product/applications/manage-campaign-evaluation.md#set-campaign-evaluation-scope).
:::
1. 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](/docs/product/account/account-settings/manage-roles.md) 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](/docs/product/applications/manage-rule-builder-settings.md) in your destination Application settings.
:::
1. In **Attributes**, you can define the mandatory attributes of the campaign.
1. In **Budgets**, you can edit the budgets of the campaign.
1. In **Stores**, select the type of [stores-based evaluation](/docs/product/applications/evaluation-order-for-rules-and-filters.md#evaluate-stores-based-campaigns)
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](/management-api#tag/Stores/operation/createStore)
endpoint.
Read [evaluating stores-based campaigns](/docs/product/applications/evaluation-order-for-rules-and-filters.md#evaluate-stores-based-campaigns)
to understand how stores-based campaigns are evaluated.
:::
1. If the [**Coupons** feature](/docs/product/campaigns/settings/manage-campaign-features.md)
was enabled in the campaign from which the template was created, in **Coupons**, you can
do the following:
- Create a [universal code](/docs/product/campaigns/coupons/create-coupons.md#generate-a-universal-code).
- Create [random codes](/docs/product/campaigns/coupons/create-coupons.md#generate-random-codes).
- Create [gift cards](/docs/product/campaigns/coupons/create-coupons.md#generate-a-gift-card).
- [Import coupons](/docs/product/campaigns/coupons/manage-coupons.md#import-coupon-codes).
1. (Optional) In **Schedule**, set start and expiration dates for your campaign.
1. Click **Create Campaign**.
The created campaign is available in your Application. The campaign state
is .
## Test a campaign
When a campaign is created, its default state is .
If [campaign staging and revisions][staging-revisions-feature] is enabled
for your Application, you can [stage the campaign](#staging) for testing and [test it](#test)
independently without affecting your production runs.
### Staging
Staging a campaign moves it from
to , where it can be tested as if it were running, but without any triggered [effects][effects] being retained.
After you stage a campaign, you cannot move it back to .
To stage a campaign:
1. Add at least one [rule](/docs/product/rules/create-and-manage-rules.md)
to the campaign.
1. In the **State** section of the [campaign dashboard][campaign dashboard],
click **Stage Campaign**.
The campaign moves to the state.
### Test
To trigger the effects of a campaign,
use a [testing API key][testing-key]. When a testing API key is present,
it is automatically used for authentication, and all the requests you make are [dry requests][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][campaign-budgets] are correct and
[activate the campaign](#activate-a-campaign).
:::note
If [campaign staging and revisions][staging-revisions-feature] is not enabled,
add at least one [rule][rules]
and [activate the campaign](#activate-a-campaign).
You can set a [start time][schedule] before activating it.
To test your scenario, you can replicate the campaign
in a [sandbox Application](/docs/product/applications/overview.md#application-environments),
which serves as a test environment.
:::
## Activate a campaign
If [campaign staging and revisions][staging-revisions-feature] is enabled
for your Application, you can activate campaigns.
After that, you can no longer edit the [rules][rules] and [settings][settings].
To make changes to an active campaign, [revise it][revise-campaign].
To activate a campaign:
1. Open the [campaign dashboard][campaign dashboard].
1. In the **State** section, click **Activate Campaign**.
The campaign state changes to .
If the campaign has a future [start time][schedule],
its state changes to instead.
:::important
Keep in mind that your Talon.One plan may contain a limit of the number of active
campaigns. See your [plan details](/docs/product/account/overview.md).
:::
:::note
- If [campaign staging and revisions][staging-revisions-feature] is not enabled,
you can activate campaigns
after adding at least one [rule][rules].
- If you do not have permission to activate a campaign, in the [campaign dashboard][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 campaign
if you no longer want its rules to be evaluated.
You can also disable
and campaigns.
To disable a campaign:
1. In the **State** section of the [campaign dashboard][campaign dashboard], click **Disable Campaign**.
1. In the pop-up that appears, click **Disable**.
The campaign state changes to .
### Disable multiple campaigns
On the **Campaigns** page, when you filter for
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 filter.
1. Select one or more filtered campaigns, and click **Disable Expired Campaigns**.
1. In the pop-up that appears, click **Disable Expired Campaigns**.
The state of the campaigns you disabled changes to .
## Delete a campaign
You can
delete , ,
and 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](/docs/product/campaigns/overview.md#campaign-states),
first [disable it](#disable-a-campaign).
:::
To delete a campaign:
1. In the **State** section of the [campaign dashboard][campaign dashboard],
click > **Delete Campaign**.
1. In the pop-up that appears, click **Delete**.
### Delete multiple campaigns
On the **Campaigns** page,
when you filter for 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 filter.
1. Select one or more filtered campaigns, and click **Delete Disabled Campaigns**.
1. 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 campaigns are not evaluated.
:::note
Only campaigns
with at least one [rule][rules]
and campaigns can be archived.
:::
To archive a campaign:
1. In the **State** section of the [campaign dashboard][campaign dashboard],
click > **Archive Campaign**.
1. In the pop-up that appears, click **Archive**.
The campaign state changes to .
You can find it in the **[Archived][archived]** tab.
## Related pages
- [Manage campaign budgets](/docs/product/campaigns/settings/manage-campaign-budgets.md)
- [Create coupons and gift cards](/docs/product/campaigns/coupons/create-coupons.md)
- [Display campaigns](/docs/product/applications/display-campaigns.md)
- [Campaign insights](/docs/product/campaigns/analytics/campaign-insights.md)
- [Create templates](/docs/product/campaigns/templates/create-templates.md)
[campaign dashboard]: /docs/product/campaigns/overview.md#the-campaign-dashboard
[tags]: /docs/product/campaigns/settings/update-campaign-details.md
[application dashboard]: /docs/product/campaigns/analytics/application-dashboard.md
[staging-revisions-feature]: /docs/product/applications/manage-general-settings.md#campaign-staging-and-revisions
[schedule]: /docs/product/campaigns/settings/manage-campaign-schedule.md
[effects]: /docs/product/rules/effects/overview.md
[campaign-budgets]: /docs/product/campaigns/settings/manage-campaign-budgets.md
[settings]: /docs/product/campaigns/settings/overview.md
[rules]: /docs/product/rules/create-and-manage-rules.md
[revise-campaign]: /docs/product/campaigns/revise-campaigns.md
[archived]: /docs/product/applications/display-campaigns.md#list-campaigns
[testing-key]: /docs/product/applications/manage-api-keys.md#create-a-testing-api-key
[dry-requests]: /docs/dev/integration-api/best-practices.md#dry-requests