Step 5 – Review & Launch
4 min read
Step 5 is the final step of the Campaign Wizard. Here you review your campaign configuration, see the Intelligence verdict, and decide how to launch it.
Step 5 is powered end-to-end by Campaign Intelligence — the same engine that drives the dashboard, campaigns list, and overview panel. The verdict you see here matches what you’ll see everywhere else for this campaign.
The Intelligence Verdict #
At the top of the Review step, Intelligence delivers one of five clear verdicts about your campaign:
| Verdict | Color | What it means | Can I launch? |
|---|---|---|---|
| Blocked | Red | Something is fundamentally broken — no products selected, no discount rule, etc. | No — must be fixed first |
| Risk | Orange | Active damage — discount eats too much margin, all stock depleted | Yes, but strongly review first |
| Caution | Yellow | A genuine quality issue — health is fair, conflict worth reviewing | Yes, after reviewing |
| Good | Blue | Healthy and within safe limits | Yes |
| Ready | Green | All pre-launch checks pass — safe to activate | Yes — one-click activate available |
Underneath the verdict you’ll see a primary reason in plain English (e.g., “Two campaigns share products at the same priority”) and a recommended action with a CTA button that takes you to the right wizard step to fix it.
Recommended Action and CTA #
Every verdict that needs your attention comes with a single recommended action. The CTA button is context-aware:
| If the issue is in… | The CTA goes to… |
|---|---|
| Priority / basic info | Step 1 — Basic Information |
| Products / coverage / stock | Step 2 — Product Selection (or the WooCommerce product list when stock needs fixing) |
| Discount configuration | Step 3 — Discount Configuration |
| Schedule / recurring | Step 4 — Schedule |
| Ready to launch | One-click “Activate” button (with confirmation) |
Operational Signals #
Below the verdict, Intelligence shows five operational metrics so you can see why it reached its conclusion:
| Metric | What it tells you |
|---|---|
| Margin impact | How much the discount eats into profit |
| Inventory burn | How fast stock is likely to deplete under the campaign |
| Overlap severity | How much conflict exists with other active or scheduled campaigns |
| Predicted uplift | Expected revenue increase from running the discount |
| Timing quality | Whether the schedule is well-positioned (seasonality, store activity) |
Note: Some metrics require store-wide order data to compute. If your store has fewer than 5 orders, you may see “—” for some signals, and confidence will be capped at “low” until enough evidence accumulates.
Confidence and Reliability #
Intelligence is honest about how sure it is. You may see one of these labels alongside the verdict:
- Confidence — High / Medium / Low based on signal completeness, data freshness, cross-signal consistency, and evidence quality
- Reliability chip — “Stale data” / “Estimated” / “Limited evidence” when the underlying data has caveats
When evidence is limited and the structural severity would be “critical”, Intelligence intentionally softens the display severity to “warn” so it doesn’t sound the alarm based on data it isn’t confident in.
Critical Issues #
If the verdict is Blocked, the Review step lists the specific blocking issues with their affected products. Common blocking issues include:
- No products matched
- All selected products are out of stock
- Selected products were deleted from the catalog
- No discount rule configured
- End date already passed
- BOGO or bundle missing required configuration
You cannot launch with “active” status while Blocked. You can still Save as Draft to come back to it later.
Campaign Conflicts #
If your campaign overlaps with others on shared products, you’ll see a conflicts summary:
- Each conflicting campaign by name and priority
- How many products overlap
- Which campaign “wins” based on priority
- Schedule overlap periods
Conflicts are not always problems. The priority system handles which discount applies — higher priority wins. Intelligence flags conflicts as Caution or Risk only when the overlap is severe enough to materially affect performance.
Campaign Impact Analysis #
Shows the estimated reach of your campaign:
| Metric | Description |
|---|---|
| Products Matched | Total products matching your selection criteria |
| Actually Discounted | Products that will receive the discount (after conflicts and exclusions) |
| Coverage Rate | Percentage of matched products that will be discounted |
Excluded Products #
If some products won’t be discounted, you’ll see why:
- Blocked by higher-priority campaign
- Out of stock
- Not purchasable
- Failed condition filters
Launch Your Campaign #
Choose how to proceed:
Launch Campaign / Activate #
- Makes the campaign live immediately (or at the scheduled start time)
- Discounts become visible to customers
- Status changes to “active” or “scheduled”
When the verdict is Ready, the recommended action’s CTA is the activate button — one click launches the campaign with a confirmation dialog and guardrail check.
For scheduled campaigns, launching means:
- Campaign saves with “scheduled” status
- Automatically activates at the start date/time
- No further action needed
Save as Draft #
- Saves the campaign without activating
- Status remains “draft”
- No discounts applied
- You can activate later from the campaigns list or overview panel
Edit Mode Differences #
When editing an existing campaign:
- Button text changes to “Update Campaign”
- Shows current campaign status
- Explains what will happen to active campaigns
- Saving as Draft will deactivate a running campaign
Sidebar Information #
While on Step 5, the sidebar shows a complete campaign summary:
- Campaign name and description
- Product selection summary
- Discount type and value
- Schedule dates
- Recurring pattern (if enabled)
- Rules summary (Pro)
After Launching #
- Campaign is saved to the database
- You’re redirected to the campaigns list
- Success notification confirms the action
- If active: discounts immediately apply (or at scheduled time)
- The Intelligence cache is invalidated so the next page load shows a fresh verdict
Review Step Tips #
- Aim for “Ready” or “Good” before launching with active status. Caution is acceptable if you’ve reviewed the issue. Risk and Blocked should be addressed first.
- Use the CTA button instead of clicking back through steps manually — it takes you straight to the field that needs attention.
- Read the operational signals — they tell you the underlying reason for the verdict, not just the headline.
- Watch the reliability chip — if you see “Limited evidence” on a brand-new campaign, the verdict will sharpen as orders come in.
- Use Draft First when uncertain — save the campaign, let it sit, come back, and re-evaluate the verdict.
- Don’t fight the verdict — if it says Risk, there’s a concrete reason listed. Fixing it usually takes one click.
