Understanding Lytics / Product Documentation / Web Personalization

Editor: Review Step

The review step in the editor

The review step is the final step before publishing. A draft campaign will be in this state until it is launched. On this step is a summary of the campaign details as well as a number of quick-edit buttons.

Editing a Campaign

Once a campaign draft has been completed, no details are locked in stone. The campaign review step offers a variety of quick-edit buttons for jumping to the point in the editor where the details to edit are located.

  • Campaign Type: This will jump to the special step for the campaign type if the campaign type has a special step (e.g., Drive Traffic campaigns have a special Choose URL step).
  • Target: This will jump to the Target step for changing which audience the campaign should use.
  • Display: This will jump to the Display step for changing the conditions under which the campaign should trigger.
  • Design: This will jump to the Design step for changing the appearance and copy of the campaign.

Previewing a Campaign

In the top campaign actions bar on the right-hand side is the Preview button. This will open a modal that prompts for a URL to preview the campaign on. The URL specified must match the appears on conditions of the campaign, but the target audience is ignored for testing.

Note: The Preview button is available on all steps of the campaign wizard. As soon as the appearance of the campaign is valid, the Preview button will be enabled.

Saving a Campaign

Also in the top campaign actions bar on the right-hand side is the "Save as Draft" button. This will save the campaign in its current state to be modified, reviewed, or published at a later date.

Note: The Save as Draft button is available on all steps of the campaign wizard.

Note: Drafts are viewable and editable by every user of your Lytics account.

Publishing a Campaign

In the bottom actions bar, on the right-hand side is the Publish button. Clicking this button will launch the campaign making it viewable by every member of the target segment. Upon publishing, you will be redirected to the Campaign Summary Report.