In this article, you will learn how to manage automation campaigns.
Automation Campaigns can be edited, cloned, deleted, and migrated across tenants.
This article guides you through each operation.
Edit
Select Edit campaign
Modify existing campaign
Deactivate / Activate
Deactivate/Activate automation
Pause or resume scheduled runs
Duplicate
Select Duplicate campaign → Edit copy → Add campaign
Create a copy of the campaign within the same tenant
Export
Select multiple → Export to .JSON
Export configuration to another environment
Import
Add campaign → Import campaigns
Import configuration from another environment
Migrate tenant
Export → Export to Different tenant → Import
Export configuration to another tenant within the same environment
Delete
Select Delete campaign → Confirm
Delete the unused or old campaign
Navigate to Automation and locate the desired automation campaign in the list.
Click the ⋮ (overflow menu) next to it and choose Edit campaign.
Alternatively: Click on the automation campaign, then click on Actions → Edit Automation Campaign
Make adjustments to scheduling, rules, visibility, or budget.
Click Save changes to apply the changes.
To duplicate parts of a campaign, use the Copy Rules, Conditions, and Effects button in the editor.
Open the ⋮ menu on any campaign row.
Choose Deactivate automation campaign or Activate automation campaign (depending on its current state).
The campaign will immediately pause or resume triggering.
Cloning is ideal for testing variations or launching similar campaigns:
Open the ⋮ overflow menu on the automation campaigns list.
Select Duplicate automation campaign.
You'll be redirected to the editor with a new inactive copy.
Update details (e.g., timing, audience) and click Add automation campaign.
By default, the copies of the configuration are disabled. Remember to enable the automation campaigns!
Bulk export campaigns to a .json file via Bulk Actions → Selecting the automation campaigns → Download to .JSON file.
Re-import via Add automation campaign → Import automation campaigns.
To migrate campaigns:
Click on Bulk Actions and select the automation campaigns you want to copy
Click on Copy to different tenant, select the destination, and complete the import.
The system guides you through any conflicts as you proceed.
You will be redirected to the target tenant you chose.
Only the configuration of the automation campaign is migrated.
The history of the automation campaign, along with previously issued units or rewards, is not migrated.
In the campaign list, use the ⋮ menu → Delete automation campaign option.
Confirm the deletion; the campaign is removed from the tenant you are working on.
Deleting a campaign removes it from the UI but does not delete any reward or engagement data generated by that campaign. These remain in analytics and member records.
For detailed information, please refer to the article below:
Deleting AutomationsDeactivate before editing large changes to avoid unintended triggers.
Duplicate to create campaign variations for A/B testing across segments or timings.
Archive functionality is not currently supported - deleted campaigns are permanently removed.
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