Live mode, draft mode, and pausing

Working with live and draft modes¶

Starting a campaign from scratch¶

When you create a campaign, it automatically starts in draft mode, displaying a Draft tag beneath the campaign name. The right side of the screen shows an Edit Mode label, indicating that you can make changes.

Once you publish the campaign:

• The Draft tag changes to Live
• The Edit Mode label changes to View Mode
• The campaign starts running, and you can no longer make edits

Editing a live campaign¶

To make changes to a live campaign:

1. Click Edit Draft Version.

   The campaign switches from View Mode to Edit Mode.

2. Make your changes and save them.

Switch between live and draft modes¶

Once a campaign is published, both live and draft versions are available. To switch between views, use the drop-down menu beneath the campaign name.

Creating a draft of a live campaign¶

Once you've published a campaign, a draft version is not automatically available.

To revise a live campaign and replace the current version:

1. Click Create Draft Version. A draft version is created and opens in Edit Mode.

   

   Note

   While you work on the new draft, the live version of the campaign will continue running on the set schedule without any interruptions.

Managing a draft campaign¶

While in Edit Mode for the draft campaign, you can:

• Edit and save changes: Modify the campaign and click Save. This option is ideal when you want to update the campaign with new content or adjustments.
• Discard changes: Click Discard Changes to revert to the last saved state.
• Delete draft version: Click Delete Draft Version to remove the draft and keep only the live version

Pausing a campaign¶

Once published, a campaign follows the schedule set during creation.

In this example, the campaign is published on a weekly schedule and is due to run.

To pause the campaign:

1. Click the option button in the top-right corner of the screen.

2. Click Pause.

   

3. When prompted, click Pause to confirm.

   

The campaign is now tagged as paused. The Resume button replaces the Pause button for when you need to restart it.

Resuming a campaign¶

If no updates to the campaign journey or schedule are needed, you can resume it as required.

To resume a campaign:

1. Click the option button in the top-right corner of the screen.

2. When prompted, click Resume to confirm.

   

The campaign is now live and tagged as successful.