Campaign Management: Rename, Archive and Duplicate

Last updated: July 28, 2025

Feature Overview

Campaign management tools allow you to efficiently organise and maintain your recruitment campaigns through three core functions accessed via the campaign actions menu. These tools help you keep your workspace organised by enabling you to rename campaigns for clarity, duplicate successful campaigns as templates for similar roles, and archive completed campaigns to maintain a clean active list while preserving access to historical data when needed.

Available Actions

This feature enables you to perform the following actions:

  1. Rename campaigns - Update campaign names and titles instantly and unlimited times

  2. Duplicate campaigns - Create exact copies of existing campaigns with all configurations included

  3. Archive campaigns - Remove campaigns from active lists while maintaining full data access

  4. View archived campaigns - Access and review previously archived campaigns

  5. Restore campaign visibility - Switch between viewing active and archived campaign lists

  6. Organise campaign workspace - Maintain clean, manageable campaign organisation

Step-by-Step Instructions

Renaming Campaigns

Accessing Rename Function

  1. Navigate to Campaign Dashboard: Go to your main campaign management interface

  2. Locate Target Campaign: Find the campaign you want to rename in your campaign list

  3. Access Actions Menu: Click the three dots on the right-hand side of the campaign

  4. Select Rename Option: Choose "Rename" from the dropdown actions menu

Executing Rename Process

  1. Click on Rename: Select the rename option from the available actions

  2. Edit Campaign Name: Type in the new campaign name you want to use

  3. Instant Update: The campaign name updates immediately and displays the new name

  4. Unlimited Changes: You can rename campaigns as many times as needed without restrictions

  5. Automatic Save: Changes are saved automatically without requiring additional confirmation

Duplicating Campaigns

Understanding Duplication Benefits

Duplication is particularly useful when:

  • Creating similar campaigns for different candidate batches

  • Building templates from successful campaign configurations

  • Making minor modifications to proven campaign structures

  • Saving time on campaign setup for similar roles

Performing Campaign Duplication

  1. Access Actions Menu: Click the three dots on the campaign you want to duplicate

  2. Select Duplicate: Choose "Duplicate" from the top of the actions menu

  3. Automatic Copy Creation: System creates an exact copy of the original campaign

What Gets Duplicated

The duplication process copies:

  • All Questions: Both knockout and general questions with exact wording and logic

  • Campaign Context: Background information and campaign descriptions

  • Opening Methods: Initial candidate contact and welcome messages

  • Closing Methods: End-of-conversation messaging and next steps

  • Question Logic: Knockout criteria and preferred answer configurations

Post-Duplication Process

  1. Draft Mode: Duplicated campaign is automatically saved in draft mode

  2. Access for Editing: Enter the duplicated campaign to make necessary modifications

  3. Customisƒation: Edit questions, messaging, or other elements as needed

  4. Launch Preparation: Make changes before launching the campaign to candidates

Archiving Campaigns

Understanding Archive Function

Campaign archiving allows you to:

  • Remove completed campaigns from your active workspace

  • Maintain clean, organised campaign lists

  • Preserve all campaign data and conversation history

  • Access archived campaigns when historical reference is needed

Executing Archive Process

  1. Access Actions Menu: Click the three dots on the campaign you want to archive

  2. Select Archive: Choose "Archive" from the actions menu options

  3. Immediate Removal: Campaign disappears from your active campaign list

  4. Data Preservation: All campaign data, conversations, and history remain intact

Viewing Archived Campaigns

Accessing Archived Campaign View

  1. Locate Status Filter: Find the status bar at the top of the campaign column

  2. Select Archived Filter: Click on "Archived" from the status options

  3. View Archived List: System displays all previously archived campaigns

  4. Full Functionality: Archived campaigns retain all their original functionality and data

Switching Between Views

  1. Active Campaigns: Default view shows only active, current campaigns

  2. Archived Campaigns: Filtered view shows only archived campaigns

  3. Easy Navigation: Switch between views using the status filter as needed

  4. Complete Access: Both views provide full access to campaign data and features

Best Practices for Campaign Management

Naming Strategy

  • Descriptive Names: Use clear, specific names that identify campaign purpose and role

  • Consistent Conventions: Develop and maintain consistent naming patterns across campaigns

  • Date References: Include dates for time-sensitive or recurring campaigns

  • Role Identification: Include job titles or departments for easy identification

Duplication Strategy

  • Template Creation: Use successful campaigns as templates for similar roles

  • Systematic Editing: Always review and customise duplicated campaigns before launch

  • Version Control: Consider naming conventions that indicate campaign versions or iterations

  • Quality Assurance: Test duplicated campaigns thoroughly before going live

Archive Strategy

  • Regular Maintenance: Archive completed campaigns to maintain workspace organisation

  • Timing Considerations: Archive campaigns when recruitment is complete or positions are filled

  • Historical Access: Remember that archived campaigns remain accessible for reference

  • Team Communication: Inform team members when campaigns are archived

Troubleshooting Common Issues

Rename Problems

  • Display Updates: Refresh the page if renamed campaigns don't immediately show new names

  • Character Limits: Ensure new names fit within any system character restrictions

  • Duplicate Names: Avoid creating confusion with similar campaign names

Duplication Issues

  • Draft Status: Remember that duplicated campaigns start in draft mode and require review

  • Customisation Needs: Plan necessary modifications before launching duplicated campaigns

  • Content Review: Verify all duplicated content is appropriate for the new campaign purpose

Archive Management

  • Missing Campaigns: Use the archived view filter to locate campaigns that seem to be missing

  • Access Requirements: Ensure team members know how to access archived campaigns when needed

  • Data Integrity: Verify that archived campaigns retain all necessary data and functionality

Quick Reference

Campaign Actions Access: Three dots → Select desired action (Rename/Duplicate/Archive)

Key Functions:

  • Rename: Instant name updates with unlimited frequency

  • Duplicate: Complete campaign copy saved in draft mode

  • Archive: Remove from active list while preserving data access

View Management:

  • Active View: Default display of current campaigns

  • Archived View: Status filter → Archived to see historical campaigns

Best Practices:

  • Use descriptive, consistent naming conventions

  • Customise duplicated campaigns before launch

  • Archive completed campaigns regularly for organisation

  • Communicate campaign management changes to team members