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Managing campaigns

Once you have created a campaign, you can do the following with it:

Activating a campaign

Once you create at least one rule in a campaign, the campaign state changes from draft to disabled and the Activate Campaign button is enabled. Activating a campaign makes the Rule Engine validate its rules as soon as the scheduled period is reached.

To activate the campaign:

  1. In the State section of the campaign Dashboard, click Activate Campaign.
  2. Click Activate campaign name in the pop-up that appears.

A notification appears, indicating that the campaign has been enabled. The campaign state changes to running.

Important

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

Testing a campaign

You can test your campaigns using a dedicated Application as a test environment Before you start testing, ensure you have:

  • Built rules for the campaign.
  • Activated the campaign.

To test:

  1. Send Update customer session or Update customer profile requests to your Application with the dry parameter set to true The request is executed but no changes will be persisted. Learn more about dry requests.
  2. Check if the returned effects are what you expected.

Learn more about Integration API effects.

tip

When you are satisfied with the results, verify that your budget limits are in place, and launch your campaign.

Disabling a campaign

You can disable any running campaigns for the Rule Engine not to validate their rules.

To disable the campaign:

  1. In the State section of the campaign Dashboard, click Disable Campaign.
  2. Click Disable campaign name in the pop-up that appears.

A notification appears, indicating that the campaign has been disabled. The campaign state changes to disabled.

Deleting a campaign

You can delete campaigns at any time. This action cannot be undone. Any referral and coupon codes created in the campaign are also permanently deleted.

caution

Once you delete a campaign, your customers are no longer able to use any coupon or referral codes they obtained through it.

To delete a campaign:

  1. In the State section of the campaign Dashboard, click the three-dot icon.
  2. Click Delete campaign.
  3. Click Delete campaign name in the pop-up that appears.

A notification appears, indicating that the campaign has been deleted.

Archiving a campaign

You can archive a campaign if you are not using it but do not want to delete it permanently. Archived campaign rules are not validated by the Rule Engine.

note

Only Running and Disabled campaigns can be archived.

To archive a campaign:

  1. In the State section of the campaign Dashboard, click the three-dot icon.
  2. Click Archive campaign.
  3. Click Archive campaign name in the pop-up that appears.

A notification appears, indicating that the campaign has been archived. The campaign state changes to archived.