Overview

The Campaign Versioning feature allows you to edit any fields of an active campaign, which helps to save time and avoid creating new campaigns by duplicating the existing campaign. You can now edit fields such as Target audience, Trigger criteria, Exclude Users criteria, etc., in an active campaign. Every time the active campaign is edited and published, a new version is created, and the older version is retired.

This feature improves time efficiency and supports quick adjustments by streamlining the process of duplicating and editing campaigns. It also enables better targeting through experimentation with different versions, enhancing personalization and performance tracking.

Use Cases

Following are some of the use cases for this feature:

• If you want to analyze and modify the audience size, user attributes, and event attributes for campaign performance, instead of starting from scratch, you can create a campaign version with the desired changes.
• Suppose you are concerned about losing statistics every time you duplicate an active campaign. In that case, the All Versions drop-down list ensures the continuity of stats, allowing you to track performance.
• If you are worried about managing multiple campaigns, campaign versioning will help you manage multiple versions of the same campaign. 

Create a Campaign Version

Perform the following steps to create a campaign version:

1. On the left navigation menu in the MoEngage dashboard, click Engage, and then click Campaigns.
   The All campaigns page is displayed.
   
2. Select the relevant campaign for which you want to edit. For example, an Email(Periodic) campaign is selected, in the following image.
   
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 click Edit.
   
4. Modify the configured values in the relevant fields of the existing campaign. For example, the Target Platforms and Campaign control groups values are modified in the following image:
   
   Once the changes are made, MoEngage creates a new draft version and displays a notification stating the version name at the top of the screen.
   

   info	Information Changes to the Team, Campaign name, and Campaign tags are saved to the original campaign, but 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 the changes you made to the last version of this campaign.
   2. Enter a note in the text box.
   3. Click Publish.
       After publishing, the older version gets retired.
      
      

View Campaign Version History 

Analyzing campaign versions and their history helps businesses 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.

Perform the following steps to view and analyze the campaign version history.

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

Manage Campaign Versions

You can manage the 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 the versions:

Supported Channels and Campaign Types

MoEngage supports the campaign versioning feature in the following channels and their delivery types: