Manage Campaigns

Managing campaigns in your Spendgo dashboard is easier than ever. You can view your campaign details, edit, duplicate, stop and archive campaigns all from the Campaign Management table in your dashboard.

Things to know

• If you Edit or Duplicate a campaign where you’ve requests customization by the Spendgo team, those customization will not be retained.

• Once a campaign is archived, this cannot be undone. This will remove it from your reporting as well as from the support tools for adding offers to Member accounts.

• When duplicating a campaign the automation rules from the original campaign cannot be changed (ex. a recurring campaign that runs daily at 8am), but you can change the incentive or message being sent as well as the audience and start/end dates. Note that you should rename the campaign to something unique so that you can easily distinguish between the original can duplicates.

Tip

• After creating a campaign view the details to make sure everything is set up correctly.

• If you find you’ve made a mistake, it is best to stop the campaign before it starts, duplicate it, change the mistake and save it as a new campaign. Then archive the old campaign (the one with a mistake) to remove it.

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View and Edit a Campaign

Note: Only Admins and Marketing Manager roles have permissions to view or edit a campaign.

1. Navigate to Campaigns / Manage.

2. In the row of the campaign to be edited, click Manage / View.

3. Select the field you want to edit and click Edit.

4. Enter changes to the campaign and Save.

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Archive a Campaign

Note: Only Admins and Marketing Manager roles have permissions to archive a campaign.

1. Navigate to Campaigns / Manage.

2. In the row of the campaign to be edited, click Manage / Archive.

3. Confirm you want to archive the campaign. This cannot be undone once confirmed.

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Stop a Campaign

Note: Only Admins and Marketing Manager roles have permissions to du a campaign. You can only stop a pending or a live campaign. If a campaign is live and Members already received an offer, the offer will not be removed from their account until it is used or expired.

1. Navigate to Campaigns / Manage.

2. In the row of the campaign to be edited, click Manage / Stop.

3. Confirm you want to stop the campaign.

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Duplicate a Campaign

Note: When duplicating a campaign, the audience it was targeted to will need to be reselected or defined.

1. Navigate to Campaigns / Manage.

2. In the row of the campaign to be edited, click Manage / Duplicate.

3. Review your campaign action details, click Next Step.

4. Target your campaign to an all members, or turn the audience Segment ON to select or create a new audience.

5. Click Next Step.

6. Enter your Campaign Name.

7. Schedule your campaign Start Time.

8. (Optional) Schedule your campaign End Time.
   Note: This is not required for a Date & Time automation.