Engagement Studio manual›Campaigns›Finalising and managing campaigns
Once you've built your campaign, with all its branches, actions, emails or focus items, and timing, you're ready to make it live.
Save and activate your campaign
When you're ready, click Active on the campaign page, then click Save.
- Members enter the campaign based on the segment you chose and the triggers you set.
- If your first step sends an email or shows a focus item immediately, it is sent as soon as the campaign is active and a member is in the segment.
Monitor your campaign
Once your campaign is active, you can follow its progress in Campaign management. You can see:
- which stage members are at in the campaign;
- how members move between actions and decision points;
- how well your messages perform, including delivery and open rates for emails, or views of focus items.
You can pause or deactivate the campaign at any time.
Clone campaigns to save time
Cloning lets you reuse the structure and logic of an existing campaign instead of starting from scratch. This is especially useful for one-off or recurring campaigns, such as event promotions or strategic communication. For example, if you promote a feature, training or webinar every month, you can:
- clone a standard campaign template;
- clone the messages it uses in Channels (emails or focus items);
- make small changes to the text or timing.
Cloning reduces mistakes and keeps your campaigns consistent over time.
Set up ongoing campaigns once
Unlike one-off campaigns, ongoing campaigns for onboarding and reactivation should ideally be set up only once. Use general messages that stay relevant for any new or inactive member.
- Onboarding campaigns: emails or focus items that introduce the main features and help members find their way.
- Reactivation campaigns: encourage members to come back, with useful content or reminders.
- These campaigns can run continuously. Update the messages in Channels from time to time; you don't need to change the campaign.
Evergreen campaigns like these need little maintenance and give every member a consistent experience. Need ready-made audiences for them? See the segment recipes.
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