Permission: Campaign public and/or Campaign staging
Campaign configuration is the final step to get your organization's messaging experience in front of end-users who visit your property.
In this article, we will cover how to manage campaigns for organizations who are still utilizing Sourcepoint's legacy campaigns (i.e. non-multi-campaign). Clients who implemented after May 5th, 2021 will have their properties default to multi-campaigns and can disregard this article.
- Create campaign (Legacy)
- Manually end campaign (Legacy)
- End campaign via new campaign (Legacy)
- Stage environment (Legacy)
- Move campaign between environments (Legacy)
Create Campaign (Legacy)
Click Campaigns on the left-hand panel and select Campaigns from the subsequent menu.
Use the property field in the upper right-hand corner to select a property for which you will create a legacy campaign.
Click New Campaign.
Use the subsequent panel to select the following for the campaign:
- Campaign name
- Partition set
- Environment
Click Create when finished.
Note: Only a single campaign can be run in an environment at a given time.
If there is a campaign already in the environment, the original campaign will be stopped and replaced with incoming campaign.
The newly created campaign will be added to your specified environment.
Manually End Campaign (Legacy)
To manually end a campaign in either the stage or public environment, navigate to the campaign card in the environment and click Stop campaign icon.
Confirm the decision to end the campaign and click Yes in the subsequent modal.
End Campaign via New Campaign (Legacy)
Only a single campaign can be run in an environment at a given time. If you are creating or cloning a campaign into an environment that already has a campaign, the original campaign will be be ended in the environment and be replaced with incoming campaign.
Stage Environment (Legacy)
Campaign(s) added to the stage environment allow you to preview and test your message experience (strategy, layout, copy, etc.) on the property without it being visible to your end-users. The stage environment allows for testing / QA as stage campaigns can only be seen by those who have set the correct cookie.
Viewing the Message experience in the stage environment depends on which version of the Sourcepoint script is implemented on the property. Please refer to the examples below to correctly format your URL.
Note: Contact your Sourcepoint Account Manager if you are not sure which version of the Sourcepoint script is running on your property.
If the property has Sourcepoint's v1 script implemented, add the following parameter to the property's URL to view the stage environment of your message experience:
?_sp_env=stage&_sp_scriptVersion=latestThe URL to access the stage environment for the property will look similar to:
www.PROPERTYURL.com/?_sp_env=stage&_sp_scriptVersion=latestIf the property has Sourcepoint's v2 script implemented, add the following parameter to the property's URL to view the stage environment of your message experience:
?_sp_env=stageThe URL to access the stage environment for the property will look similar to:
www.PROPERTYURL.com/?_sp_env=stageClone Campaign Between Environments (Legacy)
To clone a campaign between environments (e.g. making the campaign "live" for end-users after testing), click the Clone icon in the campaign card.
The moved campaign will be added to the new environment and continue to exist in the original environment.
Clone from Stage/Public will be appended to the name of the campaign in the new environment.
Note: Only a single campaign can be run in an environment at a given time.
If there is a campaign already in the environment, the original campaign will be ended in the environment and be replaced with incoming campaign.
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