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Re: What are best practices: aborting or cancelling a batch smart campaigns?

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kristalklug
Level 2

What are best practices: aborting or cancelling a batch smart campaigns?

Hi. 

What are your thoughts on stopping a batch smart campaign? Is better to abort or to cancel? If to cancel, could someone snapshot where and how to do it? After aborting or cancelling, what do you do next with the people who are still in the flow of the campaign?

 

Thanks for your help!

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Phillip_Wild
Level 10 - Community Advisor

Re: What are best practices: aborting or cancelling a batch smart campaigns?

Hi @kristalklug ,

 

So as I understand it, you "cancel" a run of a smart campaign from the "Schedule" tab, when it's running in the future. You can use this to "skip" one run of a recurring campaign, or to cancel a run you accidentally set up as a one-off.

 

"Abort" is found in the "Campaign Actions" dropdown and is used when a campaign is already running (although, it seems that it appears when a run is also scheduled in the future). Abort will stop any flow steps being taken by anyone in the smart campaign and will stop the qualification process for anyone who hasn't qualified yet (if you aborted before it had actually run).

 

So in that way, Abort and Cancel are the same if the Smart Campaign hasn't run yet. But you can only use "Abort" if the campaign has started - you can't cancel at that point as far as I know.

 

As for removing people who are in the smart campaign - for a batch campaign, this won't be necessary since "Abort" will stop all processing and steps. But if it's a triggered campaign, and you want to remove anyone who is still going through while the flow, you can use the "Remove from Flow" flow step in another campaign.

 

I hope this helps!

Phil 

 

SanfordWhiteman_0-1621818450010.png

 

SanfordWhiteman_1-1621818465171.png

 

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Phillip_Wild
Level 10 - Community Advisor

Re: What are best practices: aborting or cancelling a batch smart campaigns?

Hi @kristalklug ,

 

So as I understand it, you "cancel" a run of a smart campaign from the "Schedule" tab, when it's running in the future. You can use this to "skip" one run of a recurring campaign, or to cancel a run you accidentally set up as a one-off.

 

"Abort" is found in the "Campaign Actions" dropdown and is used when a campaign is already running (although, it seems that it appears when a run is also scheduled in the future). Abort will stop any flow steps being taken by anyone in the smart campaign and will stop the qualification process for anyone who hasn't qualified yet (if you aborted before it had actually run).

 

So in that way, Abort and Cancel are the same if the Smart Campaign hasn't run yet. But you can only use "Abort" if the campaign has started - you can't cancel at that point as far as I know.

 

As for removing people who are in the smart campaign - for a batch campaign, this won't be necessary since "Abort" will stop all processing and steps. But if it's a triggered campaign, and you want to remove anyone who is still going through while the flow, you can use the "Remove from Flow" flow step in another campaign.

 

I hope this helps!

Phil 

 

SanfordWhiteman_0-1621818450010.png

 

SanfordWhiteman_1-1621818465171.png

 

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kristalklug
Level 2

Re: What are best practices: aborting or cancelling a batch smart campaigns?

Hi Phil,

Thanks for your response. I have a batch campaign running for a few months now. I have noticed it is not doing what I wanted to do. Would you say the best thing to do is to abort the campaign? Also, does the abort option stop people in mid-flow as well as new people coming into the flow right? Or, should I cancel it like it says in this product document? Also, in the product document for aborting a smart campaign that it's only for emergencies. 
Thanks!