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Managing campaigns

After creating a campaign, you can do the following with it:

Testing a campaign​

When you create a campaign, it is automatically set as Disabled.

If campaign staging and revisions is enabled for your Application, you can stage the campaign for testing.

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. In this state, the campaign can be tested as if it were running, but the changes from the triggered effects are not retained.

note
  • After you stage a campaign, you cannot unstage it to move it back to Disabled.
  • To trigger the effects of a Staged campaign, use a testing API key. 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.

Activating 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.

Disabling 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.

Disabling 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.

Deleting 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.

Deleting 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.

Archiving 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.