Managing Automations

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.

🔎 Overview of Actions

Action	Steps (⋮ overflow menu)	Notes
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

✍️ Editing an Automation Campaign

1. Navigate to Automation and locate the desired automation campaign in the list.

2. Click the ⋮ (overflow menu) next to it and choose Edit campaign.

   1. Alternatively: Click on the automation campaign, then click on Actions → Edit Automation Campaign

3. Make adjustments to scheduling, rules, visibility, or budget.

4. Click Save changes to apply the changes.

5. To duplicate parts of a campaign, use the Copy Rules, Conditions, and Effects button in the editor.

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🔄 2. Activate / Deactivate an Automation Campaign

1. Open the ⋮ menu on any campaign row.

2. Choose Deactivate automation campaign or Activate automation campaign (depending on its current state).

3. The campaign will immediately pause or resume triggering.

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📄 Duplicating an Automation Campaign

Cloning is ideal for testing variations or launching similar campaigns:

1. Open the ⋮ overflow menu on the automation campaigns list.

2. Select Duplicate automation campaign.

3. You'll be redirected to the editor with a new inactive copy.

4. 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!

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🗂️ Exporting & Importing 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.

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🔄 Migrating Across Tenants

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.

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🗑️ Deleting an Automation Campaign

1. In the campaign list, use the ⋮ menu → Delete automation campaign option.

2. 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 Automations

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✅ Additional Notes

• Deactivate 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.