Skip to main content

Campaign Statuses and Lifecycle

Learn how campaigns move through different statuses — from draft to completion — and what each stage means.

Every campaign moves through a set of statuses from creation to completion. Understanding the status flow helps you plan timing, know what franchisees can see, and understand what actions are available at each stage.


Statuses overview

Status

What it means

Franchisees can see it?

Draft

Created but not published. Only HQ can see it.

No

Scheduled

Published, waiting for start date.

Yes, if the visible date has passed

Active

Start date has been reached. Content is live.

Yes

Paused

Temporarily suspended by HQ.

No (hidden from calendars)

Completed

End date has passed.

No

Archived

Manually archived after completion, or cancelled.

No


Publishing a campaign

When you click Publish, the campaign moves out of Draft. Where it goes depends on the dates you've set:

  • If the start date is in the future → status becomes Scheduled

  • If the start date has already passed → status becomes Active immediately

The platform transitions Scheduled campaigns to Active automatically when the start date is reached. You don't need to do anything.

Controlling when franchisees see the campaign

You can set a visible date that's separate from the start date. This lets you publish the campaign early (so it's saved and ready) without franchisees seeing it yet.

For example: start date is October 1, but you want franchisees to start seeing the campaign and reviewing content on September 15. Set visible date to September 15 — the campaign will appear in franchisee calendars on that date, even though posts won't start publishing until October 1.

If you don't set a visible date, franchisees see the campaign as soon as it's published.

Pausing and resuming

You can pause a campaign at any time while it's Scheduled or Active.

While paused:

  • Campaign tasks are hidden from franchisee calendars

  • No posts will publish

  • Existing approvals are preserved

When you resume, the campaign returns to Scheduled or Active depending on whether the start date has passed. Franchisees who had already approved tasks before the pause don't need to re-approve them.

Note: If tasks were scheduled to publish during the pause window, those tasks are considered missed. They won't auto-publish after resuming. Create new tasks with future dates if you need to reschedule content.

Cancelling a campaign

Cancel is available for Scheduled, Active, or Paused campaigns. It moves the campaign to Archived and is permanent — there's no undo.

When a campaign is cancelled:

  • All pending approvals are deleted

  • Already-published posts stay (they're real posts at that point)

  • The campaign no longer appears in franchisee calendars or Asset Manager

If you need to reuse a cancelled campaign, use Duplicate to create a fresh draft copy.

Completing and archiving

When the end date passes, the campaign moves to Completed automatically. Completed campaigns can be manually archived to clean up your campaign list. Archiving is permanent, but like cancellation, already-published posts are unaffected.

Duplicating a campaign

Duplicate is available for campaigns in any status, including Archived. It's designed for recurring promotions — create a "Black Friday 2026" campaign by duplicating the previous year's.

The copy includes all tasks, assets, targeting settings, and labels. It starts as a Draft with no dates set, so you'll need to set new dates before publishing. Enrollment is created fresh when you publish the copy.

Did this answer your question?