The Campaign Builder and Approver workflow establishes a two-user workflow for building, reviewing, and pushing Campaigns to live traffic. Campaign Builders have all the tools required to build and QA Campaigns and associated objects, but cannot push Campaigns to live traffic. Campaign Administrators have permission to push Campaigns to live traffic.
Specifically, this is how these two roles work in tandem:
- Campaign Builders have permission to build, review, and QA Campaigns and other components involved in creating a Campaign (Metrics, Audiences, Page Categories, Factors, Global Variations).
- Once a Campaign has been QA’d and approved to go live, Campaign Administrators can change its Status to Ready. At that point, Campaign Builders can no longer edit the Campaign.
- Campaign Builders do not have permission to edit any Campaigns or components that are Live.
- Campaign Administrators have full permission to edit Campaigns and components.
- Campaign Builders have permission to edit any Campaign or component that is not Live.
- Campaign Builders can set the Status to Review, Ended, or Archived.
What does “Live” mean in this context?
- A Campaign that is Active (including all its sub-statuses)
- A Campaign that is Ready
- A component that affects the functionality of a Live Campaign:
- A Factor or Variation included in Active Campaigns
- A Metric used as a Trigger in Active Campaigns
- A Page Category used as a Trigger in Active Campaigns
- An Audience used in Active Campaigns
- Note that a Metric included in a Campaign for the sole purpose of collecting data is not considered Live.
Read Campaign Status to learn more about the lifecycle of a Campaign.