Campaign Details

To view or edit the properties of the selected Campaign:

1. In the top section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

2. Make any necessary changes to the Campaign properties.

3. Click save.

To delete the selected Campaign:

1. In the Header section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

2. Click delete. A confirmation dialog box is displayed.

3. Click confirm.  

The Loyalty platform allows you to copy a Campaign to use as the basis for a new Campaign. To copy a Campaign:

1. In the Header section of the Campaign Details screen, click the Copy button.

2. The system creates a new Campaign and displays the Campaign Details screen. The default name of the new Campaign is the name of the original Campaign, followed by a counter, such as "(1)."

To set the status and overall effectivity period and assignees for a Campaign:

1. In the top-right section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

2. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive

3. Make any necessary changes to the Campaign's effectivity. The effectivity designates the time frame during which Members can view and respond to the Offers within the Campaign. Valid values are:

• Always: This Campaign doesn't expire.

• Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

Note: The individual Offers within the Campaign also have their own effectivity periods which gives you even more granular control.

4. From the "Assignees" drop-down menu, select one or more users as assignees for this Campaign. Choosing an assignee gives ownership, or responsibility, to one or more users in your account.

5. Click save.

Define a New Recurring Schedule