Edit an activity
Learn how to edit existing activities in ÃÛ¶¹ÊÓƵ Target. This article covers the different methods available in the Target interface for modifying activities. Whether you’re updating experiences, adjusting targeting rules, or configuring goals, Target ensures that your changes are saved safely before activation.
Target provides various places in the UI where you can edit existing activities. The process varies depending on the method that you choose.
Edit an activity by using the hover More Actions icon on the Activities page section_29EE2ECA6B88473A8F9AC5600FFBB174
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From the Activities page, click the More Actions icon (
Target opens the activity in the Visual Experience Composer (VEC) and you see the Experiences page (the first step in the three-step guided workflow).
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Edit the activity, as desired using the VEC options.
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Click the Next to advance to the next step, then make any necessary edits.
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When you get to the Goals & Settings page, you have the following options:
- Save & Close: Click Save and Close to save your changes and display the activity’s Overview page.
- Save: Click the More Actions icon (
Edit an activity by clicking its name from the Activities page section_176180DAD17E40CEA441903F39E0AA1C
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To avoid having to step through the workflow, click the desired activity from the Activities page to open it, select an option from the Edit Activity drop-down list, then select the desired option.
- Edit Experiences: Takes you directly to the Experiences page (the first step in the three-step guided workflow).
- Edit Targeting: Takes you directly to the Targeting page (the second step in the three-step guided workflow).
- Goals & Settings: Takes you directly to the Goals & Settings page (the third step in the three-step guided workflow).
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Make your desired changes, then save the activity.
- Save & Close: Click Save and Close to save your changes and display the activity’s Overview page.
- Save: Click the More Actions icon (
Copy/edit an activity when using workspaces section_45A92E1DD3934523B07E71EF90C4F8B6
A workspace lets an organization assign a specific set of users to a specific set of properties. In many ways, a workspace is similar to a report suite in ÃÛ¶¹ÊÓƵ Analytics.
If you are part of a multi-national organization, you might have a workspace for your European web pages, properties, or sites and another workspace for your American web pages, properties, or sites. If you are part of a multi-brand organization, you might have a separate workspace for each of your brands.
For more information about workspaces and the Enterprise User Permissions functionality, see Enterprise User Permissions.
If you have Enterprise User Permissions enabled in your environment, you can copy activities to the same workspace or to another workspace. You cannot currently move an activity from one workspace to another. To copy an activity to another workspace, from the Activities page, click the More Actions icon (
Consider the following information when using the copy/edit functionality with workspaces:
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If you copy an activity within the same workspace or from the default workspace to a non-default workspace, the Activity Wizard automatically opens. In cross-workspace copies, you might only need to update the activity properties.
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When an activity is copied from a non-default workspace to another workspace (whether default or non-default) the Activity Wizard opens, and some manual input is required to complete the setup:
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Properties: Properties might differ between workspaces. This situation might trigger a warning:
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In the Form-Based Experience Composer, warnings are displayed directly within the user interface for immediate visibility.
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In the VEC, warnings are visible when you click Configure > Properties.
To resolve this issue, click Add/Remove so that only the properties available in the destination workspace are displayed for selection.
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Audiences and offers: When copying an activity to a new workspace, all associated Target or ad hoc audiences and offers from the original workspace are duplicated using the format:
<Entity Name> Copy <Date>for Target audiences and for ad hoc offers<Entity Name>.Behavior details:
- Copied audiences and offers do not appear in the Audiences and Offers lists until the activity is saved and reopened.
- These entities cannot be edited immediately after copying. Customers might see empty content in the VEC for these items during the initial edit session.
- Customers can replace copied audiences or offers with others from the destination workspace if needed.
This process ensures smoother cross-workspace activity duplication while maintaining flexibility for customization.
When copying an activity, non-target audiences, and offers that are not saved in either the current workspace or the default workspace must be manually replaced.
Manually replacing these non-target audiences, and offers ensures that only valid, accessible entities are used in the copied activity and prevents errors during editing or delivery.
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Save an activity in draft form section_968CD7A63027432EBD8FAE3A0F7404C3
The Save as Draft feature is no longer available. For more information, see Status under Apply filters to the Activities list.
Work with legacy activities created in Recommendations Classic classic
The Activities list display activities created in various sources, including Recommendations Classic. The following actions are available when working with legacy activities created in Recommendations Classic:
- Activate
- Deactivate
- Archive
- Copy
- Delete
You cannot edit a Recommendations activity directly. If you want to edit the activity, you should create a copy of the activity using Target Premium and then save the newly created activity. This newly created activity can then be edited as necessary.