Access & manage campaigns modify-stop-campaign
Access campaigns access
Campaigns are accessible from the Campaigns menu.
Select the Action tab to access the list of Action campaigns.
By default, the list shows all campaigns with the Draft, Scheduled, and Live statuses. To display stopped, completed, and archived campaigns, you need to clear the filter.
Select the API triggered tab to access the list of API triggered campaigns.
By default, the list shows all campaigns with the Draft, Scheduled, and Live statuses. To display stopped, completed, and archived campaigns, you need to clear the filter.
Select the Orchestration tab to access the list of Orchestrated campaigns.
Each Orchestrated campaign in the list displays information such as the campaign’s current status, the associated channel and tags, or the last time it was modified. You can customize the displayed columns by clicking the
In addition, a search bar and filters are available to facilitate easy searching within the list. For example, you can filter campaigns to display only those associated to a given channel or tag, or those created during a specific date range.
The
- View all time report / View last 24 hours report - Access reports to measure and visualize the impact and performances of your campaigns.
- Edit tags - Edit the tags associated to the campaign.
- Duplicate - In some cases, you may need to duplicate a campaign, for example to execute an Orchestrated campaign that has been stopped.
- Delete - Delete the campaign. This action is available for Draft campaigns only.
- Archive - Archive the campaign. All archived campaigns are deleted on a rolling reschedule 30 days after their last modified date. This action is available for all campaigns except for Draft campaigns.
For Action and API triggered campaigns, the additional actions below are available:
- Add to package - Add the campaign to a package in order to export it to another sandbox. Export objects to another sandbox
- Open draft version - If a new version of the campaign has been created and has not been activated yet, you can access its draft version using this action.
Campaign statuses and alerts statuses
Campaigns can have multiple statuses:
- Draft: The campaign is being edited, it has not been activated.
- Scheduled: The campaign is configured to be activated on a specific start date.
- Live: The campaign has been activated.
- In review: The campaign has been submitted for approval in order to be published. Learn how to work with approvals
- Stopped: The campaign has been stopped manually. You cannot activate or reuse it anymore. Learn how to stop a campaign
- Completed: The campaign is complete. This status is automatically assigned 3 days after a campaign has been activated, or at the campaign’s end date if it has a recurring execution.
- Failed: The campaign execution has failed. Check the logs to identify the issue.
- Archived: The campaign has been archived. Learn how to archive campaigns
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| The “Open draft version” icon next to a Live or Scheduled status indicates that a new version of an Action or API triggered campaign has been created and has not been activated yet. |
- Draft: The campaign is being edited, it has not been activated.
- Scheduled: The campaign is configured to be activated on a specific start date.
- Live: The campaign has been activated.
- In review: The campaign has been submitted for approval in order to be published. Learn how to work with approvals
- Stopped: The campaign has been stopped manually. You cannot activate or reuse it anymore. Learn how to stop a campaign
- Completed: The campaign is complete. This status is automatically assigned 3 days after a campaign has been activated, or at the campaign’s end date if it has a recurring execution.
- Failed: The campaign execution has failed. Check the logs to identify the issue.
- Archived: The campaign has been archived. Learn how to archive campaigns
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| NOTE |
| The “Open draft version” icon next to a Live or Scheduled status indicates that a new version of an Action or API triggered campaign has been created and has not been activated yet. |
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Draft: The Orchestrated campaign has been created. It has not been published yet.
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Publishing: The Orchestrated campaign is being published.
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Live: The Orchestrated campaign has been published and is being executed.
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Scheduled: The Orchestrated campaign execution has been scheduled.
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Completed: The Orchestrated campaign execution is complete. The Completed status is assigned automatically up to 3 days after a campaign has completed messages sending without error.
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Closed: This status displays when a recurring campaign has been closed. The campaign continues its execution until all its activities have been completed, but no more profiles can enter the campaign.
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Archived: The Orchestrated campaign has been archived. All archived campaigns are deleted on a rolling reschedule 30 days after last modified date. You may duplicate an archived campaign if necessary to continue working on it.
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Stopped: The Orchestrated campaign execution has been stopped. To start the campaign again, you need to duplicate it.
When an error occurs within one of your campaigns, a warning icon appears alongside the campaign’s status. Click on it to display information regarding the alert. These alerts may occur in various situations, such as when the campaign message has not been published or if the chosen configuration is incorrect.
Campaigns calendar calendar
In addition to the campaigns list, Journey Optimizer provides a calendar view of your campaigns, offering a clear visual representation of their schedules.
The calendar displays all campaigns scheduled for the current week. Use the arrow buttons above the calendar to navigate between weeks.
How campaigns are represented:
- By default, the calendar grid shows all live and scheduled campaigns for the selected week. Additional filter options can show completed, stopped and finished activations or activations of a certain type or channel.
- Draft campaigns are not displayed.
- Campaigns spanning multiple days appear at the top of the calendar grid.
- If no start time is specified, the closest manual activation time is used to position it in the calendar.
- Campaigns are displayed as 1-hour timespans, but this does not reflect actual send or completion time.
For more details on a campaign, click its visual block to open details on it.
To view details for a specific campaign, select it from the list. An information pane will open with various information on the campaign such as its type, access to the reports, or the tags that have been assigned.
Modify and stop recurring Action campaigns modify
Modify an Action campaign
To modify and create a new version of a recurring Action campaign, follow these steps:
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Open the Action campaign then click the Modify campaign button.
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A new version of the campaign is created. You can check the live version by clicking Open live version.
In the campaigns list, activated campaigns with a draft version in progress display with a specific icon in the Status column. Click this icon to open the draft version of the campaign.
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Once your changes are ready, you can activate the new version of the campaign (see Review and activate a campaign).
note important IMPORTANT Activating the draft will replace the live version of the campaign.
Stop an Action campaign stop
To stop a recurring campaign, open it then click the Stop campaign button.
Archive a campaign archive
With time, the list of campaigns keeps growing and eventually makes it more difficult to browse completed and stopped campaigns.
To prevent this, you can archive completed and stopped campaigns that you do not need anymore. To do this, click the ellipsis button then select Archive.
Archived campaigns can then be retrieved using the dedicated filter in the list.