Editing a campaign

Overview

Once a campaign is created, you can reopen it in the Finder for editing. If the campaign has not been published yet, you can modify it entirely. On the other hand, if the campaign has already been published or retired, there are some restrictions with respect to the features of the campaing that you can modify.

Editing a campaign

To edit a campaign:

1. Log in to the Finder as a user with the right to create campaigns.

2. Select the Campaigns section on the left-hand side panel of the main window.

3. Double-click the name of an existing campaign, or right-click and select Edit.

4. Modify the desired fields. If the campaign is already published or retired, only a subset of the campaign features are available for editing.

5. Click Save to activate your changes and make them permanent.

Editable features of a published or retired campaign

To prevent you from modifications that could falsify the results of a campaign or set the campaign in an inconsistent state, not all the features of a campaign are available for editing when the campaign has already been published or retired. Beware that modifying an editable feature of a campaign may also have consequences.

List of editable features

Find below the list of editable features with the description of the consequences if you change them.

Campaign name

Changing the name of a campaign invalidates existing scores and NXQL queries linked to the campaign.

Displayable fields

SENDER (Name, Title, and Picture), NOTIFICATION (Subject and Footer), Question text, Choice text, Greetings, Header, Footer, Final message, Translations.

Make sure that the changes in these fields do not modify the intended original meaning. Use preferently to correct typos or misunderstandings.

Question name and Choice name

The labels in the Portal are automatically updated to agree with the new names. However, it breaks existing scores and NXQL queries related to the question.

RECIPIENTS

A change in the investigation on users associated to the campaign immediately redefines its target audience.

Reminder frequency

Immediately changes the rate at which users receive notifications.

Choice value (of opinion scale questions)

The answers received up to the moment of the change are unaffected, meaning that the Portal will not recompute them with the new values.

Choice order

Moving choices up or down in the list causes them to be displayed in a different order.

List of non-editable features

The following features are not editable because their modification would certainly lead to inconsistencies in the campaign.

• The type of a question.

• The flow of questions.

• Add or remove questions.

• Add or remove choices of questions.