> ## Documentation Index
> Fetch the complete documentation index at: https://voucherify-mk-create-loyalty-v2.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaign maintenance

> Manage, edit, and maintain campaigns after launch

<Info>
  <Badge color="gray">Prerequisites</Badge>

  To maintain campaigns, you need:

  * An active Voucherify project with at least one campaign
  * Dashboard access with campaign management permissions
</Info>

Use the campaign dashboard to manage your campaigns after launch. This guide applies to all campaign types: discount coupons, cart promotions, gift cards, loyalty programs, and referral programs.

## Access the campaign dashboard

Go to **Campaign hub** > **Campaigns** and select a campaign name to open its dashboard.

From the dashboard, you can:

* View real-time performance metrics
* Manage incentives (discount coupons, loyalty cards, referral codes, gift cards, promotion tiers)
* Edit campaign settings
* Set up distributions (for loyalty and referral campaigns)
* Export campaign codes

<Note>
  Managing individual codes refers to enabling, disabling, deleting, and exporting them. While loyalty cards are not always labeled as "codes" in the UI, they are managed in a similar way from the dashboard.
</Note>

## Edit an active campaign

You can modify certain campaign settings after launch without affecting issued codes.

Go to **Campaign hub** > **Campaigns** and select the campaign. Click the edit button in the upper right corner to open the campaign builder.

### What you can change

You can change the following campaign settings. They may affect codes differently.

| Setting                                | Impact on existing codes                                                                                                                                                                                                     |
| -------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Metadata                               | Applies to all codes if **Use the voucher's metadata schema** is selected in the campaign builder's **Metadata (optional)** step                                                                                             |
| Start and end dates, other time limits | Affects all codes that haven't been published or redeemed yet <br /> <Warning>Vouchers that are already published or redeemed keep their existing settings. To change their settings, update the voucher directly.</Warning> |
| Validation rules                       | Affects all codes, even the published or redeemed ones <br /> <Warning>Changes to validation rules affect all future redemption attempts, including codes already issued to customers.</Warning>                             |
| Category assignment                    | Affects all codes that haven't been published or redeemed yet                                                                                                                                                                |

### What you can't change

You can't change the following settings once the campaign has been created:

* Campaign name.
* Code generation settings; However, when you add vouchers to a campaign, you can define new code settings.
* Discount type in Discount campaigns.
* Conversion event, reward eligibility (referrer, referee), referee reward in Referral campaigns.
* Initial amount of gift cards in Gift card campaigns.

## Enable or disable a campaign

Depending on your needs, campaigns can be disabled, moved to bin, or removed permanently.

| I want to...                                                            | Action                 |
| ----------------------------------------------------------------------- | ---------------------- |
| Pause redemptions temporarily                                           | **Disable**            |
| Stop the campaign permanently and block reuse of its name and its codes | **Move to bin**        |
| Remove the campaign and reuse the name/codes                            | **Delete permanently** |

### Disable a campaign

A disabled campaign prevents all redemptions and reward triggering. Vouchers, gift cards, referral rewards, and loyalty rewards from a disabled campaign cannot be redeemed. However, you still can assign (publish) codes from a disabled campaign to customers.

Disabling a campaign does not remove already issued vouchers, gift card balances, loyalty points, or referral relationships.

<Steps>
  <Step title="Open the campaign">
    Go to **Campaign hub** > **Campaigns** and select the campaign name.
  </Step>

  <Step title="Disable the campaign">
    Select **Disable** to stop redemptions.
  </Step>
</Steps>

The campaign is now disabled.

### Re-enable a campaign

Enable your campaign again as follows.

<Steps>
  <Step title="Open the disabled campaign">
    Go to **Campaign hub** > **Campaigns** and select the disabled campaign.
  </Step>

  <Step title="Enable the campaign">
    Select **Enable** to allow redemptions again.
  </Step>
</Steps>

The campaign is now enabled again and restored to full functionality. All previously issued codes become redeemable again, subject to their individual validity settings.

### What happens when you disable a campaign

Disabled campaigns stop working. Voucherify does not return disabled campaigns, their codes, or promotion tiers during qualification (eligibility checks).

| Asset type     | Effect                                        |
| -------------- | --------------------------------------------- |
| Vouchers       | Cannot be validated or redeemed               |
| Promotion tier | Cannot be validated or redeemed               |
| Gift cards     | Cannot be validated or redeemed               |
| Loyalty cards  | Cannot earn or redeem points                  |
| Referral codes | Referrals are not tracked; rewards not issued |

## Clone a campaign

Clone an existing campaign to create a new one with similar settings. Cloning copies the whole configuration except for campaign name.

Go to **Campaign hub** > **Campaigns** and select the campaign you want to clone.

<Steps>
  <Step title="Clone">
    Select **Clone** from the action menu.
  </Step>

  <Step title="Customize">
    Modify the cloned campaign settings as needed.
  </Step>

  <Step title="Save">
    Once you've modified all settings, **Save** the campaign.
  </Step>
</Steps>

The cloned campaign is added to the campaign list.

<Note>
  Referral programs cannot be cloned.
</Note>

## Delete a campaign

Go to **Campaign hub** > **Campaigns** and select the campaign name.

<Steps>
  <Step title="Delete">
    Select the delete icon, or select the three-dot menu (⋮) > **Delete** from the campaign list.
  </Step>

  <Step title="Select deletion method">
    Select a deletion method:

    * **Move to bin**: Prevents reusing the same campaign name and codes in this project. You can permanently delete items from the bin later.
    * **Delete permanently**: Allows you to reuse the campaign name and codes in future campaigns.
  </Step>
</Steps>

<Warning>
  Permanent deletion cannot be undone. Select this option only if you want to reuse the same campaign name or codes.
</Warning>

For more information about managing deleted items, see [Bin](/prepare/bin).

## Export campaign data

Export campaign data as CSV for external analysis or reporting.

<Info>
  Exporting large amounts of data can take some time.
</Info>

### Export vouchers or codes to CSV

<Steps>
  <Step title="Open the campaign dashboard">
    Go to the campaign dashboard of a code campaign.
  </Step>

  <Step title="Access the menu">
    Click the three-dot menu (⋮) in the upper-right corner.
  </Step>

  <Step title="Export">
    Select **Export** and select your export fields. You can also select metadata.

    Confirm with **Export**.
  </Step>
</Steps>

Your export is scheduled. You'll receive a notification when it's finished.

### Export transactions

Go to the campaign dashboard of a gift card or loyalty program.

<Steps>
  <Step title="Open transactions">
    Open the **Transactions** tab.
  </Step>

  <Step title="Export">
    Select **Export** and select your export fields.

    Confirm with **Export**.
  </Step>
</Steps>

Your export is scheduled. You'll receive a notification when it's finished.

### Export points expiration

Go to the campaign dashboard of a loyalty program.

<Steps>
  <Step title="Open points expiration">
    Open the **Points Expiration** tab.
  </Step>

  <Step title="Export">
    Select **Export** and select your export fields.

    Confirm with **Export**.
  </Step>
</Steps>

Your export is scheduled. You'll receive a notification when it's finished.

## Organize with categories

Use categories to group and filter vouchers quickly:

* Create categories when creating a campaign or in the voucher detail view.
* Manage all categories in **Campaigns** > **Stacking rules**.
* Categories have a hierarchy number. Lower numbers indicate higher importance.
* Use categories to manage how different incentives are stacked with [Stacking rules](/orchestrate/stacking-rules)

For more information, see [Manage categories](/orchestrate/manage-categories).

## Related features

Explore the following features for deeper understanding of campaign maintenance.

<AccordionGroup>
  <Accordion title="Campaign reporting">
    Track performance metrics and integrate with BI tools.

    For more details, see [Campaign reporting](/guides/campaign-reporting).
  </Accordion>

  <Accordion title="Campaign limits">
    Set validation rules and budget caps to protect your margins.

    Read [Create validation rules](/optimize/create-validation-rules) to learn how to set the rules.

    Read [Validation rules](/optimize/validation-rules-reference) for a detailed description of all validation rules and other settings.
  </Accordion>

  <Accordion title="Bin management">
    Review deleted campaigns to permanently delete them.

    For more details, see [Bin management](/prepare/bin).
  </Accordion>

  <Accordion title="Campaign templates">
    Save and reuse campaign configurations.

    For more details, see [Campaign templates](/build/campaign-templates).
  </Accordion>

  <Accordion title="Developer setup: Campaign API endpoints">
    Use these endpoints to manage campaigns programmatically:

    | Method   | Endpoint                                         | Description                  |
    | -------- | ------------------------------------------------ | ---------------------------- |
    | `GET`    | `/v1/campaigns`                                  | List all campaigns           |
    | `POST`   | `/v1/campaigns`                                  | Create a campaign            |
    | `GET`    | `/v1/campaigns/{campaignId}`                     | Get campaign details         |
    | `PUT`    | `/v1/campaigns/{campaignId}`                     | Update a campaign            |
    | `DELETE` | `/v1/campaigns/{campaignId}`                     | Delete a campaign            |
    | `POST`   | `/v1/campaigns/{campaignId}/enable`              | Enable a campaign            |
    | `POST`   | `/v1/campaigns/{campaignId}/disable`             | Disable a campaign           |
    | `GET`    | `/v1/campaigns/{campaignId}/summary`             | Get campaign summary         |
    | `POST`   | `/v1/campaigns/{campaignId}/vouchers`            | Add vouchers to campaign     |
    | `POST`   | `/v1/campaigns/{campaignId}/import`              | Import vouchers to campaign  |
    | `GET`    | `/v1/campaigns/{campaignId}/transactions`        | List campaign transactions   |
    | `POST`   | `/v1/campaigns/{campaignId}/transactions/export` | Export campaign transactions |

    For full API reference, see [Campaigns API](/api-reference/campaigns/campaign-object).
  </Accordion>

  <Accordion title="Developer setup: Webhooks">
    Set up webhooks to receive notifications when campaign events occur:

    | Event               | Description                    |
    | ------------------- | ------------------------------ |
    | `campaign.enabled`  | Campaign was enabled           |
    | `campaign.disabled` | Campaign was disabled          |
    | `campaign.updated`  | Campaign settings were changed |
    | `campaign.deleted`  | Campaign was deleted           |

    For webhook setup instructions and more campaign-related events, see [Project settings webhooks](/api-reference/project-settings-webhooks).
  </Accordion>
</AccordionGroup>