Campaign Management

Organize campaigns with categories, manage priorities, and understand automated lifecycle processes. Keep your campaign overview clean and strategically organized.

Campaign Categories

Organize your campaigns into logical groups that make sense for your team and business processes. Campaign categories help you group campaigns, providing a structured way to manage and organize your campaign overview, making it easier to manage diverse campaign ranges.

Why use campaign categories

Campaign categories provide several key benefits for your campaign management:

Improved organization

Group related campaigns for easier navigation and oversight

Enhanced collaboration

Team members can quickly locate campaigns relevant to their projects

Strategic oversight

Clear visibility into different campaign types and initiatives

Categories work particularly well for organizing different campaign styles, such as:

• Seasonal events like Black Friday sales, Christmas, Mother's or Father's Day gifting

• Always-on campaigns

• Badging or highlight overlay campaigns

• Sustainability awareness campaigns

• Crobox testing campaigns

This categorization not only improves data organization but also provides a clear overview of the experiences running on your site, specific to your groupings. It enhances your ability to optimize how different campaigns work together, ultimately creating a stronger guided selling experience for your users.

Creating campaign categories

Add categories from the campaign overview

1. Go to Crobox App, navigate to Experiences and select Campaigns

2. Click on the three-dot menu (⋮) and select Add Category above

3. Name the category and select Save

Category naming best practices: Use descriptive names that reflect your business structure and campaign types. This makes it easier for team members to understand campaign organization at a glance.

Managing existing campaigns in categories

After additional campaign categories are created, you can move campaigns to specific categories:

1. Navigate to your Campaigns overview

2. Select the checkbox next to one or more campaigns you want to move

3. Choose Move to Category from the menu of options

4. Select the destination category

OR

Once you have campaign categories existing in your overview page, you can apply a category to a campaign during setup:

1. Create or select an existing campaign

2. Navigate to the Setup tab

3. Select the dropdown menu labeled Category and choose the category relevant to your campaign

You can select multiple campaigns at once to move them to the same category, making bulk organization quick and efficient.

Category management options

Each category section provides quick access to management functions through the three-dot menu (⋮):

• Move down - Adjust category order in the display

• Edit category - Rename the category

• Remove category - Delete the category (campaigns will become uncategorized)

• Add category above - Create a new category positioned above the current one

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Campaign Prioritization

Control which campaigns take precedence when multiple campaigns could display on the same page. Campaign prioritization ensures your most important messaging reaches customers when it matters most.

Understanding priority levels

Campaigns are assigned priority numbers that determine display order when multiple campaigns target the same page or audience. Lower priority numbers indicate higher importance:

• Priority #1 - Highest priority, displays first when conditions are met

• Priority #2, #3, etc. - Lower priority campaigns that display when higher priority campaigns aren't triggered

Managing campaign prioritization

From the campaign overview:

1. Navigate to Experiences > Campaigns

2. Toggle on Adjust campaign prioritization at the bottom of the page

3. Use the drag handles (⋮⋮) next to each campaign to reorder priority

4. Campaigns with lower numbers have higher priority

See further information regarding advanced prioritization settings.

Priority conflicts: When multiple campaigns have the same priority number and target the same audience, display behavior becomes unpredictable. Always assign unique priority numbers for campaigns that might overlap.

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Automated Campaign Lifecycle

Crobox automatically manages campaign lifecycles to keep your campaign overview clean and organized. Understanding these automated processes helps you plan campaign timelines and maintain system hygiene.

TL;DR

• Completed campaigns are moved to > unpublished after 5 days

• Unpublished campaigns are moved to > archived after 30 days

Auto-unpublishing completed campaigns

When campaigns reach their scheduled end date, Crobox automatically transitions them through a managed lifecycle:

Completed → Unpublished (after 5 days)

• Campaigns that have finished running enter a "Completed" state automatically

• After 5 days, these campaigns automatically move to "Unpublished" status

Scheduled campaigns

Scheduled campaigns are set to start automatically at a future date and time:

• Campaigns with start dates in the future display as "Scheduled"

• These campaigns will automatically transition to "Published" when their start time arrives

• You can modify scheduled campaigns before they go live, and publish modifications to ensure these go live at the scheduled time

Auto-archiving unpublished campaigns

Unpublished → Archived (after 30 days)

• Campaigns in unpublished status are automatically archived after 30 days

• Archived campaigns remain accessible for historical reference and reporting

• Archived campaigns are moved to a separate view to declutter your active campaign overview

Managing the automated lifecycle

Accessing archived campaigns:

• Use the Show archived campaigns toggle at the bottom of your campaign overview

• Archived campaigns retain all historical data and performance metrics

• You can reactivate archived campaigns by making changes to the campaign and saving, or duplicating an archived campaign to re-use settings

Timeline planning: Factor in the 35-day total lifecycle (5 days to unpublish + 30 days to archive) when planning campaign follow-ups or similar initiatives. This ensures you have adequate time for campaign management and strategic planning.

Lifecycle status indicators

Each campaign displays its current lifecycle status:

• 🟢 Published - Campaign is live and running

• 🟡 Pending changes - Campaign has unpublished modifications

• ⚪️ Draft - Campaign is created but not yet published

• 🟣 Scheduled - Campaign is set to start at a future date

• 🔵 Completed - Campaign has finished its scheduled run and stopped automatically

• 🟠 Unpublished - Campaign has been manually stopped or is in the auto-archive queue

• ⚪️ Archived - Campaign has been automatically or manually archived

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FAQs

Can I prevent campaigns from being automatically archived?

Yes, you can manually change a campaign's status from "Unpublished" back to "Published" or "Draft" before the 30-day archive timer completes.

Can I modify a scheduled campaign before it starts?

Yes, scheduled campaigns can be edited until their start time arrives. Once published, you'll need to make changes through the campaign editor.

What's the difference between Completed and Unpublished status?

Completed campaigns finished automatically based on their end date, while Unpublished campaigns were manually stopped or are in the auto-archive queue. Both follow the same 30-day path to archiving.

How do I restore an archived campaign?

Navigate to your campaign overview, enable "Show archived campaigns," find your campaign, and start editing it and save changes to come back to an active status. You can also duplicate an archived campaign to reuse previous campaign settings.

Can I delete campaigns permanently?

Crobox retains any published campaigns for historical data and compliance purposes. The archive system provides organization while preserving valuable performance insights. However, you can remove campaigns that are in draft status by clicking the three-dot menu on any campaign > Remove.

What happens to campaign performance data when campaigns are archived?

All performance metrics and historical data remain fully accessible via the Analytics Dashboards. Archived status only affects campaign visibility in your active campaign management overview.

How many campaigns can I have in a single category?

There's no limit to campaigns per category. However, for optimal organization, consider creating subcategories if any single category grows beyond 20-30 campaigns.