When to edit a campaign or start a new one
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.
Adding or removing audiences in a campaign 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 must 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 edit a live or scheduled campaign, you must 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 the campaign.
You may receive the following warning if the campaign is started or scheduled. 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: Remember 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. 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.