# Managing Automations

Automation Campaigns can be edited, cloned, deleted, and migrated across tenants. 

This article guides you through each operation.

## 🔎 Overview of Actions

<table><thead><tr><th width="159">Action</th><th>Steps (⋮ overflow menu)</th><th>Notes</th></tr></thead><tbody><tr><td>Edit</td><td>Select <em>Edit campaign</em></td><td>Modify existing campaign</td></tr><tr><td>Deactivate / Activate</td><td>Deactivate/Activate automation</td><td>Pause or resume scheduled runs</td></tr><tr><td>Duplicate</td><td>Select <em>Duplicate campaign</em> → Edit copy → Add campaign</td><td>Create a copy of the campaign within the same tenant</td></tr><tr><td>Export</td><td>Select multiple → <em>Export to .JSON</em></td><td>Export configuration to another environment</td></tr><tr><td>Import</td><td>Add campaign → <em>Import campaigns</em></td><td>Import configuration from another environment</td></tr><tr><td>Migrate tenant</td><td>Export → <em>Export to Different tenant</em> → Import</td><td>Export configuration to another tenant within the same environment</td></tr><tr><td>Delete</td><td>Select <em>Delete campaign</em> → Confirm</td><td>Delete the unused or old campaign</td></tr></tbody></table>

### ✍️ 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**.

{% hint style="info" %}
By default, the copies of the configuration are disabled. Remember to enable the automation campaigns!
{% endhint %}

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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.

{% hint style="warning" %}
Only the configuration of the automation campaign is migrated.&#x20;

The history of the automation campaign, along with previously issued units or rewards, is not migrated.
{% endhint %}

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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.

{% hint style="danger" %}
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.
{% endhint %}

For detailed information, please refer to the article below:

{% content-ref url="deleting-automations" %}
[deleting-automations](https://help.openloyalty.io/main-features/campaigns/automation-campaigns/deleting-automations)
{% endcontent-ref %}

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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.