Audiences can be added to certain campaign types, such as Education Campaigns. While you can create audiences at the same time as creating a campaign itself, it is usually going to be more efficient to create the audiences first in the Audience Library. Many features available in the Audience Library, such as the ability to edit or duplicate an audience, are also available within the campaign workflow. Learn more about working in the Audience Library.
Note: Access to features within the Audience Library varies based on your subscription level. To request access to all features, reach out to your Customer Success partner for more information.
Edit a campaign vs. create a new campaign
If a campaign has been running for more than a few weeks, we recommend that you start a new campaign rather than changing the audience in the campaign that is currently running. Changing the audience(s) in your current campaign may introduce uncertainty to the reporting, making it difficult to evaluate your campaign’s overall performance.
Editing an audience, adding or removing audiences to a campaign, or replacing one audience with another, will only affect net-new experts to that campaign. Experts in the original target audience who have previously completed the campaign, including any lessons taken or incentives earned, will not have their experience changed retroactively.
|Generally, it's acceptable to edit an existing campaign when...||As a best practice, consider creating a new campaign when...|
Add or remove an audience within a campaign
To make changes to a campaign such as adding or removing an audience, you will need to temporarily stop the campaign. While stopped, experts will not have access to the campaign. To temporarily stop your campaign and replace an audience, follow these step-by-step instructions:
- Visit the Campaign Manager in the Advocacy Platform
- Search and filter to find the campaign you wish to edit
- Click on the campaign name or click the three dots on the right side of the campaign to expand the options menu to Open the campaign to edit
- Configure the campaign
- Add or remove audiences
Find a campaign in the Campaign Manager
The Campaign Manager is the home for campaigns in the Advocacy Platform. You can search for a specific campaign by name, or use the filters to find the campaign you wish to manage.
Click anywhere on the campaign card to open the campaign and edit.
Configure a live campaign
To make any edits to a live or scheduled campaign, you'll need to go through the Configure Campaign step.
|Tip: Remember that any changes made to your campaign may cause experts who are currently engaging with your campaign to lose their progress. It may also make the campaign performance and analytics reports on your campaign Dashboard less focused or insightful.|
Add or remove an audience from a live campaign
Visit the Targeting tab in the campaign you wish to edit. Not all campaign types support audiences.
Click Add Audience to open the Audience Library to add a new audience or remove an existing audience from the campaign. Alternatively, you can remove a single audience by clicking the three dots on the right side of the audience that you want to remove to expand the options menu and select Remove from campaign.
If the campaign is started or scheduled, you may receive the following warning. Select Yes to continue editing the campaign.
Audiences may not be added or removed on currently published or live campaigns. If the campaign is currently live, you'll be prompted to stop the campaign before continuing.
Note: Be sure to restart the campaign after you have made your changes.
Use the Audience Library in a campaign
The Audience Library, like other libraries, can be accessed and used while building or editing a campaign. Most of the Audience Library features, such as searching and filtering audiences, and editing or duplicating specific audiences can be accomplished within a campaign as well. Learn more about the Audience Library.
Audiences can be added or removed from a campaign by selecting them in the library. A checked checkbox indicates the audience is currently used in your campaign.