Managing campaigns

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

• Creating a schedule for your campaign.
• Creating and managing budgets.
• Adding to your campaign any custom attributes that you created and setting their value.
• Defining the characteristics of the coupon codes automatically generated by an effect in Settings > Coupon Codes. in your campaign rules. These settings can be overridden when creating the effect.
• Defining the characteristics of the referral codes automatically generated by an effect in Settings > Referral Codes in your campaign rules. These settings can be overridden when creating the effect.

Activating a campaign

After 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 in the pop-up that appears.

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.

note

If you do not have permission to activate a campaign, in the State section of the 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:

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 in the pop-up that appears.

The campaign state changes to disabled.

Deleting a campaign

You can delete disabled and archived 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.

Important

If a campaign is scheduled, running, or expired, disable it or archive it first to delete 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 in the pop-up that appears.

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 in the pop-up that appears.

The campaign state changes to archived.

Related pages

• Campaign insights
• Creating campaign templates