Campaign Migration

 

 

Early Access

This is an Early Access feature. To get it enabled for your account, reach out to your CSM or raise a support ticket.

Overview

The campaign migration feature allows you to move campaigns from one workspace (formerly known as a dashboard or DB) to another within the same data cluster (DC). This feature also facilitates the following:

  • Migrate campaigns created in a test workspace to a production workspace without recreating them from scratch. Note that you only see the list of workspaces where you have been added as a user.
  • If you have multiple workspaces and need to create similar campaigns in these workspaces, this feature helps you create one campaign and migrate to another.
  • Migrate the same campaign multiple times.
  • Any changes made to an imported campaign in the destination workspace will not affect the same campaign in the source workspace.
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    This feature is supported for all channels except In-app, OSM, and Web Personalization.

Import a Campaign

You can Import campaigns if you have the Create and Manager role in the campaigns. Perform the following steps to migrate a campaign from one workspace to another:

  1. Log in to your MoEngage dashboard and navigate to the All campaigns page.
  2. Click Import campaign at the upper right corner of the screen. The Import campaign page with the two steps in this process is displayed:
    1. Select Campaigns
      1. In the Import campaign page, select the Source app. This is the workspace from which you want to import the campaigns. After selecting the source workspace, the list of campaigns in that source workspace appears below.
      2. Filter the campaigns. You can filter them based on Channels, Delivery Type, Created Date, Status, Campaign tags, and Created by. Note that you can migrate campaigns in any status other than Draft. You can select a maximum of 15 campaigns to import once.
      3. Click Import.
      4. If the Team feature is turned on for the workspace, you must select the Destination team to enable the Import option.
    2. Imported Campaigns
      1. After importing a campaign, it is in the Draft status, and an Import Status appears against it. The following are the import statuses:
        Status Definition Example
        Successful This is displayed when your campaign is successfully imported.
        Imported with errors: This is displayed when imported campaigns miss any mandatory field value, which requires a fix to publish the campaign successfully.
        For example, a campaign containing a productpurchase event is created in the source workspace. When imported, if this event is not available in the destination workspace, an Imported with errors status is displayed.
        Imported with warning This message is displayed when imported campaigns contain warnings. You can publish the campaign even if there are warnings; fixing them is optional. For example, a campaign containing a sales tag is created in the source workspace. When imported, if this tag is not available in the destination workspace, an Imported with warning status is displayed.
        Imported with errors and warnings This message is displayed when imported campaigns have missing mandatory and optional field values, which must be fixed to publish the campaign successfully. For example, a campaign is created in the source workspace containing a Content API used for content personalization and tags. When imported, if this Content API and tag are not available in the destination workspace, an Imported with errors and warnings status is displayed. Click the hyperlink provided to take you to the campaign in draft mode to fix this.
        Failed This message is displayed when imported campaigns fail to import as certain mandatory checks have not been fulfilled. For example, a WhatsApp campaign is created in the source workspace. When imported, if this WhatsApp channel is not enabled in the destination workspace, the WhatsApp campaign import will fail. However, you can view the reason for failure by expanding the arrow below the campaign name. Make sure to rectify the error and then publish the campaign in the destination workspace.
      2. Click View Imported Campaigns to view all imported campaigns in the DRAFTS tab of the All campaigns page. The Source is marked as Imported for all imported campaigns. In this list, campaigns with any errors or warnings will be preceded by a warning or error symbol before the campaign name.

Identify and Resolve Errors and Warnings in Imported Campaigns

Clicking the imported campaign name with errors or warnings in the DRAFTS tab of the All campaigns page takes you to the imported campaign in draft mode. At the top of each step of the campaign, you can see a section containing the following information:

Error Status and Count Definition
Errors and warnings on this page This displays the count of errors and warnings on this campaign's current page or step.
Total errors and warnings in this campaign This displays the total count of warnings and errors in this campaign.
Resolved This displays the count of resolved errors and warnings in this campaign
Fix pending This section displays the reasons for errors and warnings. By referring to this, you can fix errors and warnings. After fixing them, click the refresh button to resolve the errors or warnings, and the Resolved count increases accordingly.

To view the warnings, errors, resolved errors, and warnings across all steps of this campaign, click Learn more next to the Total errors and warnings in this campaign.


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  • You can proceed to the next steps, even if you have warnings displayed unless there is an inline error message. Here is an example of an inline error: If an addtocart event is unavailable, the user can resolve it either by using the same event in the segmentation or a different event more suitable in the destination workspace.
  • The Auto Save drafts functionality is not available for migrated campaigns.

Publish the Imported Campaign

After resolving the errors and warnings, click Publish to publish the campaign. If you publish the campaign without fixing errors or warnings, the Errors/Warnings still pending pop-up window is displayed. This window displays all pending errors and warnings. You need to fix all of these to deliver your campaign successfully. Note that you can publish campaigns with warnings but not with errors.

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