Edit Card Campaigns and Show/Hide Cards

Overview

There may be scenarios where you want to change the message in the Card campaign or target a different group of users to optimize your Card usage. In such cases, you can edit a previously created Card campaign without having to create a new one from scratch. Depending on the campaign delivery type and status, the editable fields may vary.

We recommend that you get acquainted with the Create a Card Campaign process and the types of Card campaigns before proceeding.

Navigation

To edit a campaign:

Navigate to the MoEngage dashboard and then click Engage in the left menu bar.
Click Campaigns to enter the All Campaigns page.

Once you've searched for the desired campaign, click the verticle ellipsis in the Actions column and then click Edit.

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Warning

You can view the Edit option for all types of Cards (One Time, Event Triggered, and Periodic) that fit into the following categories:

Active (published) Cards that have been sent or scheduled.
Draft Cards that have not been published.

Editing a Card Campaign

You can edit various fields in the Card campaign depending on the campaign's delivery type and status.

One Time Cards, as the name suggests, can only be edited if they haven't been sent yet or are scheduled to be sent just once during a specific period of time.

Status

Steps

Can Edit

Can't Edit

Scheduled, but Not Sent

Step 1: Segmentation

Campaign Name
Platform
Trigger criteria
IF/AND events and trigger delay options (If the card qualification criterion is “Based on Trigger Event”)
Audience
Display controls

Segmentation filters/type
Allow Future Qualifiers

Step 2:

Create View

Card Category
Template Type
Message

Step 3:

Scheduling

Scheduling type:
- Can edit and change ASAP to scheduled/periodic.
- Can edit and change scheduled to periodic or periodic to scheduled.
- Campaign time zone
Start/End date and time
Campaign time zone
Card expiry
Conversion Goals

Scheduling type:

Cannot edit the scheduled/periodic campaign to ASAP

You can edit Event Triggered Cards for both the statuses given in the table below:

Status	Steps	Can Edit	Can't Edit
Scheduled, but Not Sent	Step 1: Segmentation	Campaign Name Platform Trigger criteria IF/AND events and trigger delay options (If the card qualification criterion is “Based on Trigger Event”) Audience Display controls	Segmentation filters/type Allow Future Qualifiers
	Step 2: Create View	Card Category Template Type Message
	Step 3: Scheduling	Scheduling type: Can edit and change ASAP to scheduled/periodic. Can edit and change scheduled to periodic or periodic to scheduled. Start/End date and time Campaign time zone Card expiry Conversion Goals	Scheduling type Cannot edit the scheduled/periodic campaign to ASAP
Sent	Step 1: Segmentation	Campaign Name Platform Segmentation filters/type Trigger criteria IF/AND events and trigger delay options (If the Qualification criterion is “Based on Trigger Event”) Audience Display controls
	Step 2: Create View	Card Category Template Type Message
	Step 3: Scheduling	Scheduling type: Can edit and change ASAP to scheduled/periodic. Can edit and change scheduled to periodic or periodic to scheduled. Start/End date and time Campaign time zone Card expiry Conversion Goals	Scheduling type Cannot edit the scheduled/periodic campaign to ASAP

You can edit Periodic Cards for both the statuses given in the table below:

Status	Steps	Can Edit	Can't Edit
Scheduled, but Not Sent	Step 1: Segmentation	Campaign Name Platform Trigger criteria IF/AND events and trigger delay options (If the card qualification criterion is “Based on Trigger Event”) Audience Display controls	Segmentation filters/type Allow Future Qualifiers
	Step 2: Create View	Card Category Template Type Message
	Step 3: Scheduling	Scheduling type: Can edit and change ASAP to scheduled/periodic. Can edit and change scheduled to periodic or periodic to scheduled. Start/End date and time Campaign time zone Card expiry Conversion Goals	Scheduling type Cannot edit the scheduled/periodic campaign to ASAP
Sent	Step 1: Segmentation	Campaign Name Platform Segmentation filters/type Trigger criteria IF/AND events and trigger delay options (If the Qualification criterion is “Based on Trigger Event”) Audience Display controls
	Step 2: Create View	Card Category Template Type Message
	Step 3: Scheduling	Scheduling type: Can edit and change ASAP to scheduled/periodic. Can edit and change scheduled to periodic or periodic to scheduled. Start/End date and time Campaign time zone Card expiry Conversion Goals	Scheduling type Cannot edit the scheduled/periodic campaign to ASAP

Show/Hide Cards

You can use the Show card toggle button to show or hide Cards in the user's inbox irrespective of the campaign state (Sent/ Active/ Paused/ Stopped).

For instance, you may want to launch a promotion campaign for users who added items to their carts for purchase within a specified period. Assume that you want to postpone sending out the campaign for some reason without losing track of the users who meet the segmentation criteria on the promotion Card. In such cases, you can hide the Card from users while it's still active by temporarily disabling the Show card toggle button. Similarly, you can toggle the Show card button on to resume sending out the promotion.

info	Information When you disable the toggle button, the Cards remain hidden from the Moengage Cards Inbox as well as the Self-handled Cards Inbox.

How does the Show card toggle work?

When Show Card is disabled: The Card will be temporarily hidden and not be displayed in the app inbox. The Card will remain with the status Hidden.
When Show Card is enabled: The Card will be delivered the next time the user opens their app Inbox.

Once a campaign's show/hide status is changed, it will be reflected in the next fetch based on the Cards UI type and its sync method.

The different campaign states and the Show/Hide behavior are explained in more detail below:

On Trigger Event

Campaign status	Campaign type	Show/Hide logic
Sent	One-time without Allow future qualifiers	Show card is switched ON by default. You can switch it OFF anytime.
Active	Event-triggered	Show card is switched ON by default. You can switch it OFF anytime.
Paused	Periodic parent, Periodic Flow, Event-triggered and One-time with Allow future qualifiers	When the campaign is paused, Show card will be turned OFF. You can switch it ON anytime.
Resumed	Periodic parent, Event-triggered and One-time with Allow future qualifiers	When the campaign is resumed, Show card will be turned ON. You can switch it OFF anytime.
Stopped	One-time without Allow future qualifiers	As soon as the campaign is stopped, Show card will be turned OFF. You can switch it ON anytime.
Archived	Periodic parent, Periodic Flow, One-time, and Event-triggered	As soon as the campaign is archived, Show card will be turned OFF. You will not be able to turn it back on in the archived state. However, when you unarchive, the Show card will be turned ON.

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Note

The campaign can only be resumed once it's paused.
A stopped campaign cannot be made active again.
The show/hide status applies to both, the users for whom the Card has already been delivered and the new users who will qualify for the campaign.
For periodic cards, the show/hide status of the periodic parent campaign applies to all current and future periodic child cards.