Overview

The Campaign Versioning feature allows you to edit any fields of an active campaign. This saves time and eliminates the need to create new campaigns by duplicating existing ones. You can edit fields such as Target Audience, Trigger Criteria, and Exclude Users Criteria in an active campaign. Each time an active campaign is edited and published, the system creates a new version, and the older version is retired.

This feature enhances time efficiency and facilitates quick adjustments by streamlining the campaign update process. It also enables better targeting through experimentation with different versions, which enhances personalization and performance tracking.

Use Cases

These use cases illustrate how Campaign Versioning helps you achieve your goals:

• To analyze and modify the audience size, user attributes, or event attributes for campaign performance, create a campaign version with the desired changes instead of building a new campaign from scratch.
• The All versions drop-down list ensures continuity of statistics, allowing you to track performance without losing data when you edit an active campaign.
• Manage multiple versions of the same campaign more easily with Campaign Versioning.

Create a Campaign Version

To create a campaign version, follow these steps:

1. On the left navigation menu in the MoEngage UI, click Engage, and then click Campaigns. The All campaigns page appears.
   
2. Select the campaign to edit. For example, the following image shows a selected Email (Periodic) campaign.
   
3. On the Campaign analytics and info page, click Edit.
   
   You can also click the ellipsis icon () under the Actions column for the preferred campaign, and then click Edit.
   
4. Modify the configured values in the relevant fields of the existing campaign. For example, the Target Platforms and Campaign control group field values are modified in the following image:
   
   After you make the changes, MoEngage creates a new draft version and displays a notification with the version name at the top of the screen.

   info	Information Changes to the Team, Campaign Name, and Campaign Tags save to the original campaign. Modifying other fields creates a new version. You cannot modify the Start Date field value in step 3, Schedule and goals.

5. After you make the required changes, click Publish.
   
6. On the Publish changes dialog box,
   1. Verify all changes made to the last version of this campaign.
   2. Enter a note in the text box.
   3. Click Publish.
      After publishing, the older version is retired.

View Campaign Version History 

Analyzing campaign versions and their history helps you monitor changes and optimize future strategies based on performance data. It provides insights into the effectiveness of each version and allows for data-driven decision-making.

To view and analyze the campaign version history, follow these steps:

1. On the All campaigns page, click the required campaign name.
2. On the Campaign analytics and info page, click the History () icon to analyze existing versions of the campaign. On the Version History page, you can view updates made in individual versions.
   
3. On the versions list, select the required version to view its performance statistics.
   
   The All versions option displays the performance of all versions on a continuous timeline. The following information is available across all campaign versions:
   • Campaign performance statistics
   • Table and chart for metrics across date and time
   • Periodic campaign instance performance
   • Delivery Funnel
   • Error breakdown table

Manage Campaign Versions

You can manage campaign versions by clicking the ellipsis icon () under the Actions column for the required campaign on the All campaigns page. The following actions are available to manage versions:

Supported Channels and Campaign Types

Campaign Versioning supports the following channels and delivery types: