Managing campaigns
After creating a campaign, you can do the following with it:
-
Add custom attributes and set their value.
-
Define the characteristics of:
- The coupon codes automatically generated by an effect, in Settings > Coupon Codes in your campaign.
- The referral codes automatically generated by an effect, in Settings > Referral Codes in your campaign.
These settings can be overridden when creating the effect.
-
Add tags to your campaigns, so you can filter for the data you want to analyze in the Application dashboard more conveniently.
Activating a campaign
When you create a campaign, it is automatically set as Disabled. After you add at least one valid rule to it and activate the campaign, its state changes to Running.
To activate a campaign:
- In the State section of your campaign dashboard, click Activate Campaign.
- In the pop-up that appears, click Activate.
The campaign state changes to Running.
Keep in mind that your Talon.One plan may contain a limit of the number of active campaigns. See your plan details.
If you do not have permission to activate a campaign, in the State section of your campaign dashboard, 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.
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 a campaign:
-
Send Update customer session or Update customer profile requests to your Application with the
dry
parameter set totrue
.The request is executed, but changes do not persist. Learn more about dry requests.
-
Check if the returned effects are what you expected.
Learn more about Integration API effects.
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 campaign if you no longer want its rules to be evaluated. You can also disable Scheduled and Expired campaigns.
To disable a campaign:
- In the State section of your campaign dashboard, click Disable Campaign.
- 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:
- On the Campaigns page, click the Expired filter.
- Select one or more filtered campaigns, and click Disable Expired Campaigns.
- In the pop-up that appears, click Disable Expired Campaigns.
Deleting a campaign
You can delete Disabled and Archived campaigns at any time.
- 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.
To delete a Scheduled, Running, or Expired campaign, first disable it.
To delete a campaign:
- In the State section of your campaign dashboard, click > Delete Campaign.
- 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:
- On the Campaigns page, click the Disabled filter.
- Select one or more filtered campaigns, and click Delete Disabled Campaigns.
- 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.
Only Running and Disabled campaigns can be archived.
To archive a campaign:
- In the State section of your campaign dashboard, click > Archive Campaign.
- In the pop-up that appears, click Archive.
The campaign state changes to Archived.