What you’ll build
Offers, games, pushes and the other activity types also exist on their own, under Toolbox in the left menu. What a campaign adds is the shared dates, audience and orchestration that tie them together — an activity created inside a campaign belongs to that campaign.
The fields on the form
The Permissions options carry their explanations in the portal itself:
Step 1: Open the campaign list
In the Lobyco Admin Portal, go to Campaigns in the left menu. List and Calendar both show campaigns; Orchestration does not list anything — it is a starting point for canvas work, and it is switched on per role, so it may not appear for you at all. Start from List, which shows a page of campaigns with Title, Type, Start date, End date, Status and Edited by, and lets you sort and page through them. Calendar is a different set, not the same one rearranged: it draws a single capped batch, always newest start date first.Step 2: Start a new campaign
Select New campaign, top right. The form opens with a panel headed Create campaign.Campaigns → Orchestration is the other way in. Its Empty canvas card opens the same fields in a dialog — where the button reads Save, not Create — and drops you onto the canvas afterwards; From existing campaign picks one you already have.
Step 3: Fill in the campaign
Complete the fields above. A Location panel appears below them where location-specific campaigns are switched on. Pick either Chain(s) or Store(s) — choosing one disables the other, and you have to pick at least one.Screenshot needed — campaign-01: The Create campaign form
Where: Campaigns → List → New campaignMust show: The Create campaign panel with Campaign name, Permissions, Start date, End date and Description, plus the Location panel beneath it with one of Chain(s)/Store(s) greyed out.Why this shot: The form is short but conditional — the reader needs to see which fields are one panel and which are the separate Location panel.Placeholder — replace with the image once captured. 1440px, light theme, test data only.
Step 4: Save it
Select Create at the bottom of the form. Cancel discards the campaign, and asks you to confirm if you have typed anything. The campaign opens on Start building your campaign, offering two ways on: Add activities, and Start Orchestration for the orchestration canvas. Its status in the list comes from the dates, not from a switch you set: Scheduled before the start date, Active between the two, Expired after the end date.Step 5: Add an activity
Select Add activities, or Add activity once the campaign already has some. The Select an activity page shows a tile per activity type, badged by group: Offer, Promotion (Bonus, Challenge, Game, Voucher) and Communication (Banner, Bubble, Email, Feed, Prompt, Push). An available tile carries two buttons:- From template — opens the Activity selector, where you pick one saved template as the starting point. See Reuse with templates.
- From scratch — opens an empty activity form.
Step 6: Give it an audience
The campaign form has no audience field. Who the campaign reaches is decided in one of two places:- On the orchestration canvas — a Member segment block for customers picked by rules, or a Seed block for a list you bring in, sourced from a File you upload, a Campaign result, or the Latest run of one. See Orchestration canvas.
- Inside an activity — activities that support targeting carry their own segmentation panel.
Check the result
Find the campaign by name in Campaigns → List. It should show the dates you set, the right status for those dates, and a badge counting its activities. Once it holds at least one, opening it goes straight to the activity list instead of the landing page. Nothing runs yet. See Schedule and run a campaign for that.Troubleshooting
The dates are rejected when I change them
Campaign dates have to enclose the dates of every activity inside, and that is enforced from three directions. The campaign’s own fields name the bounds — First activity starts at … under Start date, Last activity ends at … under End date — and reject a date that would cut an activity off. Every activity form validates its own dates back against the campaign’s. And the backend rejects the combination independently: move activities into a campaign they don’t fit and you get Some activities fall outside this campaign’s date range. A campaign you are still creating has no activities yet, so nothing bounds its dates until it holds some.I can’t change the chains or stores
You can’t. Chain(s) and Store(s) are only editable while the campaign is being created.I can’t see Permissions, External reference ID or Location
All three are switched on per setup. A field described here that isn’t on your form isn’t enabled for you — that is configuration, not a fault.The campaign is read-only
The campaign’s own fields stay editable whatever the dates say — Edit is still there on the row and in the campaign header. What a passed end date closes is the activity side: Add activities and Add activity stop working, the add page reads You can’t edit this campaign, and the activity forms and the canvas’s design mode go read-only. A deleted campaign carries a [DELETED] badge and hides Edit.The status says Active but I never started it
Status is worked out from the dates. A campaign with no start or end date has nothing to be before or after, so it reads Active.Delete is greyed out
To delete campaign you need to delete all activities first — remove the activities, then delete the campaign from the actions menu on its row.Related
- Orchestration canvas — automating what happens to the audience
- Schedule and run a campaign — triggers, runs and executions
- Find and manage campaigns — searching, cloning and monitoring
- Activities — every activity type and its own form