Campaign conflicts and automatic updates

When you run and publish a campaign, Campaign Manager publishes actions and updates published actions based on action type attributes, campaign attributes, and published actions' statuses to avoid conflicts.

Campaign conflicts

When you run multiple campaigns at the same time, it's possible for multiple records with the same PGA scope to satisfy multiple campaigns’ thresholds and scopes. An action type’s rank and campaign’s rank determine how Campaign Manager handles conflicts. The following images illustrate this process.

Campaign Manager handles conflict resolution during a campaign's validation. Rows that can’t be published due to a conflict automatically have their Is Valid boxes unchecked and a description of the conflict auto-populated in their corresponding cell under the Validation column. For more details, read Existing Action Update under Action validation.

If you run a campaign and it experiences PGA scope conflicts with published actions, the following rules apply:

• Active, published actions with the Pursuing status or a closed status (Dismissed, Snoozed, Won, Lost, Accepted, or Rejected) will block actions from any campaign with the same PGA scope.
• Published actions with the Identified status and the same PGA scope and Action Type ID combination will update.
• Published actions with the Identified status and the same PGA scope, but a different Action Type ID, will remain unchanged.

With the same configuration as the preceding image, the following image displays the results when you run and publish campaign A followed by campaign B.

Campaign updates

If you run and publish a campaign, and then run a campaign with the same published action types, Campaign Manager updates the corresponding actions as needed. Campaign Manager performs three underlying processes when updating actions:

• Updating existing published actions
• Canceling outdated campaign actions
• Inserting new campaign actions

Updating existing published actions

During a campaign’s validation process, Campaign Manager identifies any published actions with:

• The Identified status
• The same PGA Scope and Action Type ID combination

Campaign Manager then flags them as Is Valid and Is Update in the Action Review worksheet.

When you publish a campaign, Campaign Manager also updates its data based on the latest campaign you ran in the Action Review worksheet. Campaign Manager updates the following fields for their corresponding published actions:

• Campaign Id—Campaign Manager updates this to match the latest campaign you ran with the same action
• Campaign Name
• Action Type Name—Campaign Manager updates this based on the Action Types worksheet
• Action Impact
• Current
• Target
• Action Priority
• Talk Track
• Product Group Description
• Visibility Period After Closed—Campaign Manager updates this based on the currently-publishing campaign’s dropdown actions worksheet
• Reactivation Periods—Campaign Manager updates this based on the Campaign Settings worksheet

This process doesn’t update published actions with the Pursuing status or any closed status (Dismissed, Snoozed, Won, Lost, Accepted, or Rejected).

Canceling outdated campaign actions

When you publish a campaign, Campaign Manager automatically cancels any previously-published action if it meets all three conditions:

• The previously-published action has the same Campaign ID as an action in the campaign you’re publishing.
  Campaign Manager can only cancel actions associated with the same campaign you’re publishing.
• The previously-published action has the Identified status.
• There is no action of the same PGA scope and Action Type ID present with the Is Valid box checked in the Action Review worksheet.
  Campaign Manager doesn’t cancel any published actions with the Pursuing status or any closed status (Dismissed, Snoozed, Won, Lost, Accepted, or Rejected).

These conditions can occur when you change campaign thresholds, customer scope, product scope, or campaign limits, or when you rerun the underlying Sales IQ engines based on updated data.

Inserting new actions

During a campaign’s validation, Campaign Manager identifies an action with the following details as a new action:

• The action is flagged as Is Valid in the Action Review worksheet.
• The action doesn’t conflict with any published actions.

When you publish the campaign, Campaign Manager creates this action as a new action.