Marketing Campaigns
Marketing Campaigns
Purpose and when to use this record
Draft, schedule, target, and monitor a store marketing message without losing its delivery history.
At a glance
-
Identify it by: Name, and From Name.
-
Check its business context: Store, and Segment.
-
Why care: Store, publication, consent, payment, and fulfillment states affect what customers see and what staff must act on; check the correct store before saving.
-
Why care: Availability and publication flags affect future use without erasing history. Prefer disabling an obsolete setup record when existing transactions still refer to it.
Before you begin
You need the Brisk permission for the action you are taking on marketing campaigns. If a Create, Edit, or Delete control is absent, do not work around it with another user’s account; ask an administrator to review your role.
Have valid Store records ready first. Those selections determine where this Marketing Campaign belongs and which later screens can find it.
Create a Marketing Campaign
Create a Marketing Campaign after searching for the person, organization, item, location, or resource under alternate names and identifiers. Merge or correct an existing master record instead of creating a duplicate.
-
Select the business context first: Store, and Segment.
-
Enter the required identifying and operational values: Store, Name, and Subject.
-
Review Is Active, Trigger Type, and Channel deliberately; these choices control availability or workflow rather than merely describing the record.
-
Save the Marketing Campaign, then confirm Name, and From Name on its detail page before continuing.
After saving: Review delivery results by Sent, Skipped, and Failed, and correct audience or consent problems before sending another campaign.
Delete a Marketing Campaign
Delete this Marketing Campaign only if it is an unused duplicate or setup mistake. Once other records refer to it, preserve that history and make the value inactive when the screen provides that option.
If the record is merely obsolete, use Is Active to remove it from future use while preserving existing references.
Before confirming, check for related Campaign Deliveries. Brisk may refuse deletion when another record depends on this one; resolve the duplicate or use the supported correction workflow instead of breaking the trail.
On the confirmation page, verify Name, and From Name. After confirmation, return to the Marketing Campaigns list and make sure only the intended Marketing Campaign was removed.
Review Marketing Campaign details
Use the detail page as the shared record of what this Marketing Campaign currently means. Verify Is Active, Trigger Type, Channel, Win Back Inactive Days, and Total Sent before relying on it for a decision.
Follow Store, and Segment to determine whether the issue is on this Marketing Campaign or on one of those linked records.
Next check: Review delivery results by Sent, Skipped, and Failed, and correct audience or consent problems before sending another campaign.
Edit an existing Marketing Campaign
Edit this Marketing Campaign to keep the same real-world party, item, location, or resource accurate. Do not repurpose it for a different entity after activity is attached.
-
Open the detail page. Compare Store, and Segment with the supporting document or approved request.
-
Recheck Is Active, Trigger Type, Channel, Max Sends Per Customer, Win Back Inactive Days, and Total Sent. These values are most likely to change storefront visibility, customer communication, payment, or fulfillment.
-
Save the change, return to the list, and confirm that the Marketing Campaign now appears under the expected Is Active, Trigger Type, Channel, and Win Back Inactive Days.
After the change: Review delivery results by Sent, Skipped, and Failed, and correct audience or consent problems before sending another campaign.
Find and review marketing campaigns
Use the Marketing Campaigns list to find the correct record before opening or changing it. Compare Name, and From Name. Records with similar names or numbers can still belong to different Store, and Segment.
-
Keyword search checks Name, Slug, Subject, and Description.
-
Narrow the list with Store, and Segment filters.
-
The initial order emphasizes Name. Select a column heading when you need a different comparison.
Open the Marketing Campaign whose Name, and From Name match the task. If it is missing, clear the list filters and recheck Store, Segment, Is Active, Trigger Type, Channel, and Win Back Inactive Days rather than creating a replacement immediately.
Fields and business rules
Brisk stores 23 user-relevant fields for this Marketing Campaign, including 2 linked-record selections and 2 controlled-choice fields. Create and edit screens may hide calculated or workflow-managed values from this full reference.
| Field | Required | What it controls |
|---|---|---|
| Store | Yes | The store associated with this marketing campaign. |
| Segment | No | The segment associated with this marketing campaign. |
| Name | Yes | Human-readable name for this marketing campaign. |
| Slug | No | URL-safe identifier for this marketing campaign. |
| Description | No | Description of this marketing campaign. |
| Is Active | No | Whether this marketing campaign is active. |
| Trigger Type | No | The trigger type recorded for this marketing campaign. Available values: Welcome Series, Post Purchase, Win-Back. |
| Channel | No | The channel recorded for this marketing campaign. Available values: Email. |
| Subject | Yes | The subject recorded for this marketing campaign. |
| Preview Text | No | The preview text recorded for this marketing campaign. |
| Body Html | No | The body HTML recorded for this marketing campaign. |
| Body Text | No | The body text recorded for this marketing campaign. |
| From Name | No | The from name recorded for this marketing campaign. |
| Reply To | No | Email address recorded as reply to for this marketing campaign. |
| Send Delay Minutes | No | The send delay minutes value recorded for this marketing campaign. |
| Cooldown Days | No | The cooldown days value recorded for this marketing campaign. |
| Max Sends Per Customer | No | The max sends per customer value recorded for this marketing campaign. |
| Win Back Inactive Days | No | The win back inactive days value recorded for this marketing campaign. |
| Utm Source | No | The utm source recorded for this marketing campaign. |
| Utm Campaign | No | The utm campaign recorded for this marketing campaign. |
| Last Run At | No | Date and time recorded for last run at on this marketing campaign. |
| Last Sent At | No | Date and time recorded for last sent at on this marketing campaign. |
| Total Sent | No | The total sent value recorded for this marketing campaign. |
What happens next
Review delivery results by Sent, Skipped, and Failed, and correct audience or consent problems before sending another campaign.
Common mistakes and troubleshooting
-
The record will not save: Recheck Store, Name, and Subject and any message beside the field. A required related record may also be inactive or unavailable to your role.
-
The record saved but is not available where expected: Recheck Is Active, Trigger Type, Channel, and Win Back Inactive Days, then clear the filters on the destination list. A saved record can still be inactive, unpublished, locked, unapproved, or in the wrong workflow state.
-
The values look right but the result is wrong: Open Store, and Segment from the detail page. Correct the specific relationship that is wrong instead of forcing a total or status to compensate for it.