Live mode, draft mode, and pausing

Working with live and draft modes

Starting a campaign from scratch

When you create a campaign, the system automatically places you in draft mode and the draft tag displays beneath the campaign name. The right side of the screen displays an edit mode label, highlighting your ability to make changes to the campaign journey.

Once you publish the campaign, the draft tag changes to live, and the edit mode changes to view mode. This shows that the campaign is actively running, and you can no longer make changes.

Continue editing the campaign

In instances where a campaign journey is in live mode, displaying the live version of the campaign, you still have the ability to make changes. By clicking Edit Draft Version, the campaign journey changes from view mode to edit mode, allowing you to make any necessary changes.

Moving between live and draft modes

Once you have published a campaign, both draft and live versions of the campaign are available. To move between the live and draft views, access the drop-down menu beneath the campaign name.

Note: Even while moving between live and draft versions, the campaign remains in view mode. To actively work on the draft version of the campaign, remember to initiate the edit mode by making a change.

Creating a draft of a live campaign

In Orbit, once you've created and published a campaign, there is typically no draft version available. However, if you need to make revisions to a live campaign and intend to replace the current live version, follow these steps:

  1. Click Create Draft Version. This action generates a draft version of the campaign and automatically places it in edit mode.

    This action generates a draft version of the campaign and places it in edit mode.

    Note: While you work on the new draft, the live version of the campaign will continue running on the set schedule without any interruptions.

  2. Once you are in Edit mode for the draft campaign, you have several options to choose from:

    • Edit and Save Changes

      Modify the campaign as needed and save the changes using the Save button on the right side of the screen. This option is ideal when you want to update the campaign with new content or adjustments.

    • Discarding Changes

      If you make edits to the draft campaign but later realise that these changes are no longer necessary, you can discard them. Click Discard Changes from the action menu to restore the draft to its last saved state.

    • Deleting Draft Version

      In some cases, you may decide that the live version of the campaign is the only one needed. To revert back to the last saved state of the campaign and remove the draft version entirely, use the Delete Draft Version option.

Note: The option to delete a saved draft using the Delete Draft Version function is only available when using Apteco software version Q3 2023 and above.

Pausing a campaign in the journey builder

Once a campaign has been published live, it adheres to the schedule set up at the time of creation.

The Offer Campaign in this example is published on a weekly schedule and is due to run.

To pause the campaign:

  1. Click Pause, located on the right side of the screen.

  2. A prompt appears, asking you to confirm the action.

    Click Pause to continue the process.

    Once paused, the campaign is tagged as paused.

    The Resume button replaces the Pause button for when you are ready to resume the campaign.

Resuming a campaign

Resuming a campaign with no edits

Where a campaign has been paused but no change in the campaign journey or schedule is needed, the campaign can just be resumed again as required.

To resume a campaign:

  1. Click Resume, located on the top right of the screen.

  2. A prompt appears, asking you to confirm the action.

    Click Resume to continue to process.

Once resumed, the campaign is tagged as successful, and the campaign is live.

Resuming a campaign after it has been edited

You may need to edit or amend the campaign before resuming.

To resume a campaign after you have made edits:

  1. When paused, you can move the campaign to edit mode by clicking Edit.

    The campaign then moves into edit mode, where you can make amendments.

  2. Once you have made changes, you can republish the campaign by clicking Publish.

This publishes the campaign to live, picking up the new amendments and moving the campaign out of its paused state.

Note: If the campaign has been moved to edit mode but changes are no longer required, then remember to exit edit mode using the action menu on the top right side of the screen. This navigates you back to view mode of the draft version of the campaign. You can then use the draft/live drop down menu to choose to view the paused version of the campaign.