Managing Campaigns

In this article, you will learn how to manage campaigns.

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 campaign	Pause or resume campaigns
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 Campaign

1. Navigate to Campaigns or Referral campaigns 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 Campaign

3. Make adjustments to 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 a Campaign

1. Open the ⋮ menu on any campaign row.

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

3. The campaign will immediately pause or resume triggering.

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📄 Duplicating a Campaign

Cloning is ideal for testing variations or launching similar campaigns:

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

2. Select Duplicate campaign.

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

4. Update details (e.g., timing, audience) and click Add campaign.

By default, the copies of the configuration are disabled. Remember to enable the campaigns!

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🗂️ Exporting & Importing Campaigns

• Bulk export campaigns to a .json file via Bulk Actions → Selecting the campaigns → Download to .JSON file.

• Re-import via Add campaign → Import (referral) campaigns.

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🔄 Migrating Across Tenants

To migrate campaigns:

• Click on Bulk Actions and select the 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 campaign is migrated.

The history of the campaign, along with previously issued units or rewards, is not migrated.

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🗑️ Deleting a Campaign

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

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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.