> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/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>

## Transfer campaign between projects

<Info>
  <Badge color="gray">Prerequisites: Required permissions</Badge>

  * Transfer permission in the source project
  * Create Campaign permission in the destination project
</Info>

You can transfer campaigns and tiers between projects within the same cluster to reuse existing configurations.

Transfer creates a copy of the selected campaign or tier configuration in the target project. During the process, you can reuse existing resources or map them to resources available in the destination project.

To transfer a campaign, open the campaign details view, click the three-dot menu, and click **Transfer**.

## 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>