Campaign Settings

The Campaign Settings section allows you to configure how your campaign behaves after it has been created. Here, you can manage general campaign information, display behavior, publishing options, and other settings that control when and how your campaign appears to visitors.

Configuring these settings correctly helps ensure your campaign reaches the right audience and delivers the intended experience.

For an overview of campaign creation and management, see Campaigns Overview.

Accessing Campaign Settings

To open the Campaign Settings:

  1. Navigate to Campaigns.
  2. Open an existing campaign or create a new one.
  3. In the Campaign Editor, select Campaign Settings.

You can also review Campaign Details for more information about managing an individual campaign.

📷 Screenshot: Highlight how to access the Campaign Settings panel.

General Information

The General Information section contains the basic details of your campaign.

Depending on your campaign type, this may include:

  • Campaign Name
  • Campaign Type
  • Assigned Domain
  • Campaign Status
  • Campaign Description (if available)

Use descriptive names to make campaigns easier to identify later.

For more information about campaign types, see Campaign Types Overview for Building AI Campaigns.

📷 Screenshot: Highlight the General Information section.

Campaign Status

The campaign status determines whether visitors can see your campaign.

Common statuses include:

Status Description
Draft The campaign is still being edited and is not visible to visitors.
Active The campaign is live and can be displayed to visitors.
Paused The campaign is temporarily disabled without deleting it.
Archived The campaign is stored for future reference and is no longer active.

Always review your campaign before changing its status to Active.

For more information about creating and managing campaigns, see Campaign Details.

📷 Screenshot: Highlight the campaign status option.

Domain Assignment

Choose the website where the campaign will be displayed.

To change the assigned domain:

  1. Open the Domain dropdown.
  2. Select one of your configured domains.
  3. Save your changes.

Campaigns are only displayed on their assigned domain.

For more information about managing websites and domains, see Manage Domains and Customers (Workspaces) Overview.

📷 Screenshot: Highlight the Domain selector.

Campaign Visibility

Campaign visibility determines when visitors are eligible to see your campaign.

Depending on your configuration, you may be able to specify:

  • Specific pages
  • Entire website
  • Landing pages
  • Product pages
  • Checkout pages

Use visibility settings together with Workflow Editor Overview and Conditions and Actions for more precise campaign delivery.

📷 Screenshot: Insert a screenshot of the visibility settings.

Publishing Options

Before publishing, review your campaign settings to ensure everything is configured correctly.

Typical publishing options include:

  • Save Draft
  • Preview Campaign
  • Publish Campaign
  • Unpublish Campaign (if available)

Preview your campaign before publishing to verify its appearance on different devices.

For more information about designing and preparing campaigns, see Design Editor Overview.

📷 Screenshot: Highlight the Publish and Preview options.

Additional Settings

Depending on your workspace and campaign type, additional settings may be available.

Examples include:

  • Display frequency
  • Animation settings
  • Close button behavior
  • Display delay
  • Mobile visibility
  • Desktop visibility

These options allow you to further customize the visitor experience.

You can combine these settings with Triggers and Building Workflows to control when and how campaigns are displayed.

📷 Screenshot: Highlight any advanced settings available in the panel.

Saving Your Changes

After making updates:

  1. Review your settings.
  2. Click Save.
  3. Preview the campaign if necessary.
  4. Publish the campaign when you're ready.

For information about designing and customizing the campaign before publishing, see Design Editor Overview.

📷 Screenshot: Highlight the Save button.

Best Practices

For effective campaign management:

  • Use descriptive campaign names.
  • Verify the correct domain is selected.
  • Review campaign settings before publishing.
  • Test campaigns on desktop, tablet, and mobile devices.
  • Keep inactive campaigns in Draft or Paused status until needed.
  • Regularly review campaign settings to ensure they match your marketing objectives.
  • Combine campaign settings with Workflow Editor rules for more precise targeting.

Tips

  • Configure campaign settings before spending time designing your campaign.
  • Preview your campaign after making significant changes.
  • Combine Campaign Settings with Conditions and Actions for more targeted visitor experiences.
  • Periodically review older campaigns and archive those that are no longer in use.

Frequently Asked Questions

Can I change the campaign settings after publishing?

Yes. You can update most campaign settings at any time. After saving your changes, they will be applied according to your publishing configuration.

Will changing the domain move my campaign to another website?

Yes. Once a different domain is selected and the campaign is published, it will be associated with the newly selected domain.

Can I save a campaign without publishing it?

Yes. Saving a campaign as a Draft allows you to continue editing it before making it live.

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