Step 5 – Review & Launch

Step 5 is the final step of the Campaign Wizard where you review your campaign configuration, check its health score, and decide how to launch it.

Campaign Health Score #

At the top of the Review step, you’ll see your campaign’s health score (0-100). This score indicates how well your campaign is configured and its likelihood of success.

Score Levels #

Score	Status	Meaning
90-100	Excellent	Campaign is well-configured, ready to launch
70-89	Good	Minor improvements possible but launch-ready
50-69	Fair	Some issues to consider, review recommendations
30-49	Poor	Significant issues that may affect performance
0-29	Critical	Serious problems that need to be fixed

What Affects the Score #

• Product availability and stock levels
• Discount value appropriateness
• Schedule conflicts with other campaigns
• Missing or incomplete configuration
• Product pricing concerns

Health Factors Card #

Displays critical issues that need attention before launching:

Critical Issues #

Problems that prevent the campaign from working correctly:

• No products matched
• All selected products are out of stock
• Invalid discount configuration
• Schedule conflicts that block all products

Critical issues are shown with a red indicator and must be resolved before launching with “active” status.

Recommendations Card #

Suggestions to improve your campaign’s effectiveness. These are categorized by type:

Product Recommendations #

• Low stock warnings for discounted products
• Out-of-stock products in selection
• Products with price changes since last edit

Discount Recommendations #

• Very high discount percentages (over 50%)
• Extreme discounts that eliminate margin
• BOGO configurations that may confuse customers

Schedule Recommendations #

• Very short campaign durations
• Very long campaign durations (over 30 days)
• Recurring campaigns extending too far into future

General Recommendations #

• Generic campaign name (suggest more descriptive)
• Missing campaign description
• Badge text improvements

Campaign Conflicts Card #

Shows other active campaigns that overlap with yours:

What Conflicts Show #

• Campaign name and priority
• Overlapping products count
• Which campaign will “win” based on priority
• Schedule overlap periods

Conflict Resolution #

Conflicts aren’t necessarily problems. The priority system handles which discount applies:

• Higher priority campaigns override lower ones
• Same priority: Both may apply (depends on configuration)
• Consider adjusting priority if needed

Campaign Impact Analysis Card #

Shows the estimated reach of your campaign:

Metric	Description
Products Matched	Total products matching your selection criteria
Actually Discounted	Products that will receive discount (after conflicts)
Coverage Rate	Percentage of matched products being 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 Card #

Choose how to proceed with your campaign:

Launch Campaign / Activate Campaign #

• Makes the campaign live immediately (or at scheduled time)
• Discounts become visible to customers
• Status changes to “active” or “scheduled”

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 are applied
• You can activate later from the campaigns list

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
• Draft option will deactivate running campaigns

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 #

Once you click “Launch Campaign” or “Save as Draft”:

1. Campaign is saved to the database
2. You’re redirected to the campaigns list
3. Success notification confirms the action
4. If active: Discounts immediately apply (or at scheduled time)

Review Step Tips #

1. Check the Health Score: Aim for 70+ before launching
2. Review Conflicts: Ensure your priority is set correctly
3. Read Recommendations: Consider suggestions even if not critical
4. Verify Impact: Confirm the number of products is what you expected
5. Use Draft First: When uncertain, save as draft and test
6. Document Changes: Update the description if you made adjustments