Configure an EDP Email Campaign: Status

The Status section is used to monitor a Campaign after it's been launched, and to configure any post-launch options. In addition, you can stop the Campaign. 

Note: The Status section isn't enabled until the Campaign is launched. 

After you launch a Campaign, you can view statistics and status information regarding each step in the Launch process. The "Message Processing" sub-section displays each of the Launch steps (Preparing Campaign, EDP Creating Messages, and Sending), along with the status, start time stamp, end time stamp, and record quantity. 

The features and options available from the Status section are described below. 

If you need to move back to the Review section, click previous at the bottom of the screen, or click the review tab

Status

 Monitor Campaign Status

To view the status of a launched EDP-driven Campaign (without Cells and Splits):

  1. After you launch a Campaign, a Campaign Status progress tracker is displayed. This tracker provides a visual representation of the Campaign launch phases, and allows you to quickly see the Campaign's current state. If the Campaign encountered an error, the relevant step in the progress tracker is highlighted in red, and all subsequent steps are disabled.

  2. For Date-triggered and Event-triggered Campaigns, the platform displays a record count of the Campaign's previous execution, and a total record count for the Campaign's entire lifespan.

Split Cell Campaigns

To view Parent-level status within a Cells and Splits Campaign:

  1. Select the Parent cell from the Cell Tree.

  2. Click 3. Setup and Launch Campaign.

  3. Click the status tab.

  4. After you launch the Campaign, the platform displays a high-level summary of the status of each launch step, for all Child cells beneath the Parent cell. The status at the Parent level is derived based on the Child cells. For example, if at least one Child cell is "In Progress" for a launch step, then the Parent will likewise show "In Progress" for that step. Once all Child cells show "Done" for a launch step, the Parent will likewise show "Done" for that step.

To view the status of an individual child Cell within a Cells and Splits Campaign:

  1. Select the desired Child cell from the Cell Tree.

  2. Click 3. Setup and Launch Campaign.

  3. Click the status tab.

  4. The platform displays each of the main steps in the Campaign launch process, along with the current count of records from the selected cell that are being processed by each step.  

Details

The Details sub-section displays key information about the Campaign, such as the schedule, Audience, Subject Line, etc

 Review Campaign Details

To review the Campaign details:

  1. If your Campaign contains Cells and Splits, select the parent-level Campaign or the desired cell. Then click 3. Setup and Launch Campaign.

  2. Click the status tab.

  3. Review the Details sub-section.

  4. If your Campaign contains Cells and Splits, and you selected a parent cell above in step 1, you can review the details for all the sub-cells beneath this parent cell. Click the Cells and Splits Details link. The Cells and Splits Details pop-up window is displayed. This window lists every sub-cell beneath the selected parent cell. If you scroll to the right, the window displays every Campaign element being tested, and how that element is configured for every sub-cell. When finished, click ok.

  5. Optionally, click the link next to Report to navigate to the Analytics section. 

Other Options

Other options available on the Status section are described below. 

Stop the Campaign

When you stop an EDP-driven Campaign, the system immediately stops queueing messages, and stops sending messages. Any messages currently in the queue at the moment you click Stop are recorded, and the platform will retain history of the fact that these messages were “queued but not sent.” The platform will continue to collect activity data (opens, clicks, etc.) on any records deployed prior to you stopping it.

To stop a Campaign (without Cells and Splits):

  1. Click either of the following:

    • Within the Campaign Status progress tracker, click stop. 

    • At the bottom of the screen, click end campaign. 

  1. The status of the Campaign is changed to Done. This action can’t be undone, and the Campaign can’t later be resumed.

Split Cell Campaigns

To stop the parent-level cell in a Split Cell Campaign:

  1. From the Cell Tree, select the top-level Campaign.

  2. Click 3. Setup and Launch Campaign.

  3. Click the status tab.

  4. Click either of the following:

    • Within the Campaign Status progress tracker, click stop. 

    • At the bottom of the screen, click end campaign. Please note that using the end campaign button will always stop the entire Campaign, even if you're within a single cell.

  1. The status of the Campaign is changed to “Done.” This action can’t be undone, and the Campaign can’t later be resumed.

To stop an individual cell in a Split Cell Campaign:

  1. From the Cell Tree, select the desired cell.

  2. Click 3. Setup and Launch Campaign.

  3. Click the status tab.

  4. Within the Campaign Status progress tracker, click stop. If you're within a single cell, this stop button will stop only that one cell.

  5. The status of this one cell is changed to “Done.” This action can’t be undone, and the cell can’t later be resumed.

Suspend / Resume the Campaign

When you suspend a Campaign, the system immediately stops queueing messages, and stops sending messages. The platform will continue to collect activity data (opens, clicks, etc.) on any records deployed prior to you suspending it. The status of the Campaign is changed to Suspended. This Campaign can later be resumed. Suspending a Campaign is typically done when you intend to later resume the Campaign.

Note: The platform imposes a three-week expiration on resuming a Campaign, meaning that if you suspend the Campaign, you have three weeks to resume it. After this expiration period elapses, if you attempt to resume the Campaign, the platform will immediately change the Campaign status to "Done." The three weeks are not calculated as "three weeks from the day you suspend the Campaign." Instead, weeks are measured by Sundays. The Campaign will expire on the third Sunday following the date you suspended it. 

In a Split Cell Campaign, you can suspend sending from the top-level Campaign (encompassing all cells), or from only a selected cell. If you suspend at a cell level, the platform suspends sending from all child cells beneath it.

If you attempt to suspend a Campaign while it's still in the message creation phase, the platform will complete message creation before suspending the Campaign. 

For more details on all the available options for stopping a Campaign, please see Stop Campaign Deployment.

Suspend a Regular One-Off Campaign

To suspend a Regular One-off Campaign:

  1. If your Campaign contains Cells and Splits, click 3. Setup and Launch Campaign. Use the Cell Tree to navigate to the desired cell (or to the top-level Campaign) from which you want to suspend sending. 

  2. Click the status tab.

  3. At the bottom of the screen, click suspend campaign. Please note that for Email Campaigns, this button is disabled if the Campaign setup process is currently running. When this process is complete, the button will be enabled.

  4. A confirmation dialog box is displayed. Click suspend.

Suspend a Triggered Campaign

While an Event-triggered or Date-triggered Campaign is in a suspended state, no messages will be sent, and the platform will not add new records to the processing queue. So, for example, if the Recurrence Frequency occurs while a Date-triggered Campaign is suspended, those records won't be added to the queue. Those records will essentially get "skipped," even if you later resume the Campaign.

Conversely, any existing records that were in the processing queue at the moment you suspend the Campaign will remain in the queue. If you later resume the Campaign, those queued records will get deployed. Suspending a triggered Campaign just stops NEW triggered records from being added to the queue.

To suspend a triggered Campaign:

  1. If your Campaign contains Cells and Splits, click 3. Setup and Launch Campaign. Use the Cell Tree to navigate to the desired cell (or to the top-level Campaign) from which you want to suspend sending.

  2. Click the status tab.

  3. At the bottom of the screen, click suspend campaign. Please note that for Email Campaigns, this button is disabled if the Campaign setup process is currently running. When this process is complete, the button will be enabled.

  4. A confirmation dialog box is displayed. Click suspend.

Resume a Campaign

Please note the restrictions described above for resuming a suspended Campaign. Suspended Campaigns expire after three weeks (measured as "three Sundays from the date the Campaign was suspended"), and can't be resumed. 

To resume a Campaign (of any type):

  1. If your Campaign contains Cells and Splits, click 3. Setup and Launch Campaign. Use the Cell Tree to navigate to the desired cell (or to the top-level Campaign) from which you want to resume sending.

  2. Click the status tab.

  3. At the bottom of the screen, click resume campaign. A confirmation dialog box is displayed. Click resume.

Edit Link URLs

Cheetah Digital allows you to modify the links within the Campaign after the Campaign has been launched. This feature should be used with caution, as changing links will immediately modify the live link-tracking module data, and will begin to redirect recipients to the new URL. Please note that using this feature will not change the content of the Campaign; to change the content, you must use the Pick Up Changes feature instead.

If your URL contains Merge Symbols, the platform imposes certain restrictions on what you're allowed to modify post-launch. You can change any of the static portions of the URL, as well as any parameters sent within the URL. You can't change anything related to the Merge Symbols, including their sequence, or the number of Merge Symbols; this means that you can't switch the Merge Symbols around, or add / remove a Merge Symbol.

For example, let's say the original URL is as follows:

https://www.cheetahdigital.com/store?utm_source=cheetah&utm_medium=email&mi_ecmp={(campaignid)}&utm_campaign=20180525_promo&om_rid={(customer_id)}&utm_content=3

This URL contains two Merge Symbols -- "campaignId" and "customer_id." You could make changes to any other aspect of this URL, except for those two Merge Symbols. The revised URL must still contain those exact same two Merge Symbols, with the same names, and in the same sequence. You can't remove them, or add a new Merge Symbol, or flip the sequence of these two Merge Symbols.

To edit link URLs after the Campaign has launched:

  1. From within the Status tab, go to Review and Approve section.

    If your Campaign contains Cells and Splits, click 3. Setup and Launch Campaign. Then select the desired cell from the Cell Tree. You must select a cell that has already deployed in order to use the Edit Link URLs feature.

  2. Click the Edit Link URLs link. The Post-Launch: Edit Link URLs pop-up window is displayed, showing all of the links being tracked within this Campaign.

  3. Place a check mark next to the URL that you want to modify. The URL text field becomes editable.

  4. Enter the new URL.

  5. Repeat the above steps as needed to modify additional URLs.

  6. Click Save Link URLS.