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Managing campaigns

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

Activating a campaign​

After you create at least one rule in a campaign, the campaign state changes from

Draft
to
Disabled
, and the campaign can be activated. When a campaign is activated, its rules are evaluated when its scheduled period is reached.

To activate a campaign:

  1. In the State section of the campaign dashboard, click Activate Campaign.
  2. In the pop-up that appears, click Activate.

The campaign state changes to

Running
.

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 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 a campaign:

  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 changes do not persist. 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
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.

Deleting a campaign​

You can delete

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 a

Scheduled
,
Running
, or
Expired
campaign, first disable it.

To delete a campaign:

  1. In the State section of the campaign dashboard, click the three-dot icon.
  2. Click Delete Campaign.
  3. 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

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. In the pop-up that appears, click Archive.

The campaign state changes to

Archived
.