campaign fundamentals

Edit, copy, or delete a campaign

Learn how to edit, copy, or delete a campaign with a safe Juniper & Trail example, shopper impact, options, and recovery checks. Edit an existing draft when its identity should remain; copy a campaign when a separate reusable draft is safer. Delete is for eligible unused campaigns and must not replace the documented end or recovery path.

Before you begin

Decide the offer goal and the storefront components it needs
Know which products may change
Confirm who may launch or delete campaigns

Keep the campaign in Draft while you verify the configuration. Use a private storefront window where the guide changes shopper-facing behavior.

Step-by-step setup

Edit, copy, or delete a campaign shown in the Badgy admin, with numbered callouts for the controls and verification points described below. — Annotated Juniper & Trail example

Use the summary cards to check live, scheduled, and sale-product totals.
Inspect the active campaign and use its view, edit, revert, or end actions.
Check theme embed, badge, banner, background-job, and countdown health.
Search and filter past campaigns before opening their records.

Open the campaign list and confirm the campaign name and status.
Choose Edit for an eligible draft and revisit Review after changes.
Choose Copy to create a distinct draft with copied configuration, including volume or BOGO tiers.
Rename the copy and review dates, products, codes, variables, and templates.
Use Delete only where offered for an eligible campaign; use End, Early revert, or History recovery for operational campaigns.

Edit an existing draft when its identity should remain; copy a campaign when a separate reusable draft is safer. Delete is for eligible unused campaigns and must not replace the documented end or recovery path.

Juniper & Trail example

Juniper & Trail prepares a Weekend Trail Kit campaign for packs, drinkware, and camp accessories. The team uses edit, copy, or delete a campaign while keeping the campaign in Draft until review is complete. The documentation fixture uses realistic products, inventory states, variants, collections, and protected exclusions so the preview exercises the same decisions as a merchant catalog.

What shoppers will see

Shoppers see only the capabilities you enabled, and only after activation completes for those phases. Check the relevant result from product through cart where applicable. For shopper-facing work, compare desktop and mobile and verify both an eligible and an ineligible item.

Common mistakes and troubleshooting

Acting on the wrong shop. Confirm the Shopify store and campaign before following Edit, copy, or delete a campaign.
Trusting a stale preview. Refresh after catalog, schedule, discount, theme, locale, or market changes.
Repeating a background command. Read status and History first; retry only when Badgy presents a recoverable failure.
Skipping the consequence check. Confirm what changes for shoppers and what the end or restore path will do.

If the status reports revoked authorization, reconnect Shopify before retrying. If the result still differs from the preview, preserve the campaign ID and approximate time, then open support from this identified shop. Never send customer data, access tokens, or full catalog exports in feedback.

Review and launch a campaign

Options reference

| Option | Use it when | Consequence | | --- | --- | --- | | Edit | Keep one draft identity | Revalidate dependent steps | | Copy | Reuse setup safely | Creates separate draft and child configuration | | Delete | Remove an eligible unused campaign | Not an end or restore command |

Badgy behavior in this guide is reviewed against the repository's shipped UI, service rules, and feature design documents. Shopify-owned theme, Markets, Flow, billing, and discount behavior can also depend on the store's Shopify configuration; consult the Shopify Help Center for that platform configuration.