After publishing a campaign, the engine executes delivery plans for each user in the target audience(s). Editing campaigns after publishing is possible, but it's crucial to understand the implications on your campaign.
General Rules
These rules apply to campaigns that are still running. Please take a look at bullet #4 for expectations regarding completed campaigns.
- Updates to content, title/description, or topic settings will immediately affect the member experience for users.
- Audience updates may or may not have immediate implications for users, depending on the campaign's Engagement Boost setting.
- Published campaigns do not autosave. Studio users must manually save changes to a scheduled or published campaign.
- If a campaign has ended, do not edit the campaign. Instead, we recommend creating a new campaign or duplicating the original if new deliveries need to go out.
- If changes do not have the desired outcome, duplicate and update the campaign, then archive the original.
- Making changes closer to the end of a campaign may have limited impact, so we recommend making early edits.
Updating the Content
Changes to the content will immediately reflect in the member experience (topics, For You, etc.).
If Engagement Boost is OFF, users will not receive another delivery of the updated campaign. Also, users who have already opened the campaign with the previous version of the content will not receive a new delivery of the updated content. However, users who have not engaged with the campaign may receive retargeting attempts with the updated content (with Automatic Retargeting ON).
Updating the Cover Title or Description
Upon updating the campaign cover title or description on the Design page, the member experience will reflect the changes. However, the changes will not affect the email subject line or push notification text. You will need to update those separately on the Deliver page. For more information, please look at the Changing Subject Line or Push Notification Text section.
Updating Deliver Settings
Topics
After adding a topic, all users with access to it can now see and access the campaign from the member experience.
If the campaign is removed from a topic, users who accessed it through the topic will lose their access. However, if the user is also part of the campaign's audience and For You is enabled, they can still access the campaign via For You.
To add a campaign to Featured or Resources, update the campaign with selected options, and the campaign will appear in those sections. The publish date will remain the same in the member experience. To remove the campaign from these sections, uncheck the options. With these options disabled, users can still find the campaign in Latest, Trending, and other feeds.
Audiences
Adding an Audience
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Optimized Delivery OFF and Automatic Retargeting ON
- If users in the added audience were not already in the audience for the campaign, they will receive a delivery immediately upon the campaign update as long as the campaign's end date has not occurred yet.
- Retargeting attempts will be planned for the added users as usual. Note that depending on the campaign's priority and how much of the duration remains, there may not be adequate time left for the orchestration engine to attempt to retarget the added users.
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Optimized Delivery ON and Automatic Retargeting OFF
- New users added to the campaign have the potential to receive a delivery of the campaign within the remainder of the campaign duration once the campaign is updated.
- The campaign will be planned for the added users according to existing orchestration rules. Note that depending on the campaign's priority and how much of the duration remains, there may not be adequate time left for the orchestration engine to attempt to deliver the campaign to the added users.
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Optimized Delivery OFF and Automatic Retargeting ON
- New users added to the campaign have the potential to receive an initial delivery and retargeting attempts for the campaign within the remainder of the campaign duration once the campaign is updated. Note that depending on the campaign's priority and how much of the duration remains, there may not be adequate time left for the orchestration engine to attempt to deliver the campaign to the added users. Campaign delivery will be planned according to the user’s existing communication queue.
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Engagement Boost OFF
- New users added to the campaign have the potential to receive a delivery of the campaign within the remainder of the campaign duration once the campaign is updated. Note, however, that the duration is only 1 day for campaigns with engagement boost disabled. Therefore only audiences added within 1 day of publish can receive the campaign.
Removing an Audience
Removing an audience from a campaign stops deliveries to them. The removed audience will only retain access if the campaign was published to a topic. If it was published to a topic, members with access to the topic can still see the campaign in the member experience. Emails already delivered will not be retracted if Engagement Boost is OFF, but non-engaged users will not receive retargeting deliveries.
Updating an Audience
When a campaign is scheduled or published, the audience used by that campaign is finalised. Adding or removing users in an audience will not change who will receive or have access to a campaign using that audience, if the campaign has already been scheduled or published.
For a campaign to use the updated audience, the campaign itself must be updated. This will refresh the campaign's audience. Refer to the sections above for the expected outcomes for users added to or removed from the audience.
Priority
Please look at the Deliver Page Overview to see the implications of changing the campaign priority after a campaign has been published.
Duration
If a campaign has already ended, the only update that will have an effect is extending the campaign duration far enough into the future to plan deliveries for users who have yet to engage. If you want to make edits that apply to a different audience than the original campaign, it's best practice to start a new campaign. Extend the campaign duration even further to retarget users who have not engaged. Content updates are acceptable post-campaign completion if you want the changes to appear in the member experience but warrant a new campaign for email delivery. Editing an existing or completed campaign for different goals/audiences is not recommended, and duplication of the original campaign is highly recommended.
Shortening the Duration
Shortening the duration allows the engine less time to deliver any initial deliveries and retargeting attempts and, based on individual users' campaign queues, may choose not to. Please keep this in mind when your campaign ends now. If the end date is in the past, you’re effectively ending your campaign with this action.
Lengthening the Duration
Lengthening the duration post-publish is generally safe, as it allows the engine more time to make initial deliveries or retargeting attempts based on your Engagement Boost settings. However, this may also increase the potential number of retargeting attempts, so please refer to the Deliver and Review pages.
Channels
Adding Channels
Enabled channels can be used for retargeting attempts based on user behavior, priority, and duration. Only users who have yet to receive an initial delivery or have yet to engage have the potential to be reached on any of the enabled channels. This change will not affect your campaign if Engagement Boost is OFF.
Removing Channels
Any enabled channel can be used for both initial deliveries and retargeting attempts. This change won't affect users who have already engaged with the campaign. Only future user delivery plans will be altered to account for the channels enabled. This change will not affect your campaign if Engagement Boost is OFF.
Email Alias
If you change the email alias after a campaign has been published, the new alias will be applied to planned initial deliveries on email for users who have yet to receive a delivery or engage with the campaign and will be used for retargeting attempts on email for users who have yet to engage. If Engagement Boost is turned OFF, this change will not affect your campaign.
Engagement Boost
Turning Engagement Boost ON will allow retargeting attempts to be planned for any user who has yet to engage with the campaign. For this update to have meaning, ensure that with Engagement Boost ON, your campaign is running sufficiently long in the future. Check the Review page duration suggestion for guidance to tweak the duration to your desired behavior.
Depending on when a user turns Engagement Boost OFF, the engine will deliver the campaign to users in the audience who have yet to receive a delivery or engage. The sooner it is turned off after the initial publication, the higher the chance of delivery. We do not recommend turning Engagement Boost OFF after 24 hours of the campaign being published.
Turning Optimized Delivery ON will not affect the initial deliveries of the campaign. Turning it OFF will initiate a delivery for any user who has yet to engage with the campaign or receive an initial delivery.
If Automatic Retargeting is turned ON, non-engaged users will receive retargeting attempts during the campaign's remaining duration. Ensure there's enough time left for the orchestration engine to plan these attempts. Check the Review page's Duration Suggestion for guidance. Turning Automatic Retargeting OFF means non-engaged users won't receive retargeting attempts. Instead, the remaining campaign duration will be used for initial deliveries to users who have yet to receive any delivery or have yet to engage.
Notification Text (Subject Line, Push Notification, and Retargeting Notification)
Refer to Notifications to view the implications of modifying campaign notification text post-publish.
Author
Refer to Author Aliases for the implications of modifying the campaign author post-publish.
Commenting, Translation, External Sharing, and Acknowledge
Refer to the linked articles below for the settings below to view the implications for editing these settings post publish.
Initiatives
Refer to Assign Initiatives to a Campaign to view the implications of modifying initiatives after a campaign has been published.
Publish Date and Time
Backdating the Publish Date and Time
This change will affect the publish date and time noted on the campaign within the member experience and its position on the homepage. Depending on how far back the campaign is backdated, this update could effectively end the campaign if the duration ends in the past. If you want to avoid this, please update the campaign duration to complete in the future, with enough time built in for any desired deliveries.
If Engagement Boost is OFF, this change may affect the campaign's publish date, time, and visibility on the web experience homepage.
Forward Dating the Publish Date and Time (Still in Past or Present)
This change will affect the publish date and time noted on the campaign within the member experience and its position on the homepage. The campaign duration length uses the publish date and time as the start – this change effectively extends your campaign duration further in the future. Depending on your Engagement Boost settings, this could mean the engine has more time to deliver your campaign or any retargeting attempts. Check the Review page duration suggestion for guidance.
If Engagement Boost is OFF, this change will not affect the delivery of your campaign (everyone has already received a delivery).
Forward Dating the Publish Date and Time (Future)
Changing a campaign's publish date and time to the future will remove the campaign from the member experience until the new publish date and time. The campaign will be scheduled, and this change will affect the publish date and time noted on the campaign within the member experience and its position on the homepage when the new publish date and time arrives. Users who engaged with the campaign before this change will not receive additional deliveries.
Initial deliveries and retargeting attempts will be planned within the new duration time frame for users who have yet to engage. If Engagement Boost is OFF, this change will not affect the delivery of the campaign.
Insights reports will still display the actual date and time of deliveries and engagement for the campaign.
Archive Date and Time
Refer to Archive or Unarchive Campaigns and Posts to view the implications of changing the archive date and time after a campaign has been published.
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