Overview
The campaign migration feature allows you to move campaigns from one workspace to another within the same data cluster (DC). You can use this feature to:
- Migrate campaigns from a test workspace to a production workspace without recreating them from scratch. You only see the list of workspaces where you have been added as a user.
- Create one campaign and then migrate it to multiple other workspaces, if you need similar campaigns across them.
- Migrate the same campaign multiple times.
- Ensure that changes made to an imported campaign in the destination workspace do not affect the original campaign in the source workspace.
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Information This feature supports all channels except In-app Messaging, On-site Messaging (OSM), and Web Personalization. |
Import a Campaign
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Prerequisites You can import campaigns if you have the Create and Manage permission on the Campaigns component for your role. |
Perform the following steps to migrate a campaign from one workspace to another:
- Go to the All campaigns page in your MoEngage dashboard.
- In the upper-right corner, click Import Campaign. The Import campaign page appears.
There are two steps to importing a campaign, and they are:
Step 1: Select Campaigns
- On the Import campaign page, select the source workspace in the Source workspace list. This is the workspace from which you want to import the campaigns. After you select the source workspace, a list of campaigns in that workspace appears below.
- Search for the required campaigns by their name or ID.
- You can filter the campaigns by channels, delivery type, and created date.
- Click the filter icon. On the Filter campaigns dialog box, you can filter campaigns by their status, campaign tags, platform, and campaign creator.
- Click Import.
- If the Team feature is enabled for your workspace, select the Destination team to activate the Import option.
You are taken to step 2, Imported campaigns.
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Information You can migrate campaigns in any status other than Draft. You can select a maximum of 15 campaigns for a single import. |
Step 2: Imported Campaigns
- After you import a campaign, it is in the Draft status, and an Import Status appears next to it. The following table lists the possible import statuses.
Status Definition Example Successful Indicates your campaign imported successfully. Imported with errors Indicates the imported campaign is missing a required field value. You must fix these errors before you can publish the campaign. For example, if a campaign in the source workspace uses a productpurchase event that is not available in the destination workspace, you will see the Imported with errors status. Imported with warnings Indicates the imported campaign has warnings. You can still publish the campaign with warnings, but fixing them is optional. For example, if a campaign in the source workspace uses a sales tag that is not available in the destination workspace, you will see the Imported with warnings status. Imported with errors & warnings Indicates the imported campaign has both missing required and optional field values. You must fix all errors before publishing the campaign. For example, if a campaign in the source workspace uses a Content API for personalization and also campaign tags, and these are not available in the destination workspace, you will see the Imported with errors & warnings status. Click the link provided to access the campaign in Draft mode and fix these issues. Failed Indicates the campaign failed to import because required conditions were not met. For example, if a WhatsApp campaign is created in the source workspace, but the WhatsApp channel is not enabled in the destination workspace, the WhatsApp campaign import will fail. To view the reason for failure, expand the arrow below the campaign name. You must correct the error and then publish the campaign in the destination workspace. - To view all imported campaigns, click View imported campaigns. This opens the Drafts tab on the All campaigns page. Here, campaigns imported display Imported as their source. Campaigns with errors or warnings have a warning or error symbol next to their name.
Identify and Resolve Errors and Warnings in Imported Campaigns
When you click a campaign name with errors or warnings on the Drafts tab of the All campaigns page, the campaign opens in Draft mode. At the top of each campaign step, you see a section with the following information:
| Error Status and Count | Definition |
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| Errors & warnings on this page | This shows the count of errors and warnings on the current campaign page or step. |
| Total errors & warnings in this campaign | This shows the total count of warnings and errors in this campaign. |
| Resolved | This shows the count of resolved errors and warnings in this campaign. |
| Fix pending | This section lists the reasons for errors and warnings. Use this information to fix the issues. After you fix an issue, click the refresh button next to it. The Resolved count updates accordingly. |
To see all warnings, errors, and resolved issues across all campaign steps, click Learn More next to Total errors & warnings in this campaign.
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Information
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Publish the Imported Campaign
After you resolve the errors and warnings, click Publish to launch the campaign. If you attempt to publish the campaign without fixing all errors, the Errors/Warnings still pending dialog box appears. This dialog box lists all remaining errors and warnings. You must fix all errors to deliver your campaign successfully. You can publish campaigns with warnings, but not with errors.