To keep your dashboard organized and ensure gifts are only sent when you want them to be, you have full control over the lifecycle of your campaigns.
Whether you need to temporarily halt an automated send, permanently delete a test draft, or officially close out a holiday initiative, here is how to manage your campaign statuses.
1. Understanding Campaign Statuses
When you navigate to the Campaigns tab, you will see a status label next to each campaign name. Here is what they mean:
Draft: The campaign has been created and saved, but not yet launched.
Live: The campaign is active (typically used for Automated campaigns like Birthdays or Anniversaries).
Scheduled: You have chosen a specific future date and time for the gifts to go out (e.g., Dec 1st at 9:00 AM).
Sent: A Scheduled or Spot Reward campaign has successfully launched and the gifts have been delivered.
Paused: An active or scheduled campaign that has been manually stopped. No future gifts will be sent until it is unpaused.
2. Pausing a Campaign ⏸️
If you need to temporarily stop a Live (Automated) or Scheduled campaign from sending out any more gifts, you can pause it.
Note: Pausing a campaign does not affect gifts that have already been sent. Recipients with unexpired links can still claim their gifts.
How to Pause:
Navigate to the Campaigns tab.
Hover over the active campaign you want to stop.
Click the three dots [ ⋮ ] on the right side.
Select Pause. (You can use this same menu to "Re-activate" it later).
3. Deleting or Archiving a Campaign 🚫
If you created a test campaign, accidentally duplicated a draft, or simply have an old setup you never intend to use again, you can remove it from your dashboard.
How to Delete:
Navigate to the Campaigns tab.
Hover over the campaign.
Click the three dots [ ⋮ ] on the right side.
Select Delete Campaign.
⚠️ Important: You cannot permanently delete a campaign that has already sent gifts. If a campaign has sent history, you must Pause it instead to ensure no future gifts go out while preserving your historical data.
4. Closing Out a Campaign (Finalizing Costs)
When a specific event (like a Holiday or Employee Appreciation Day) is officially over, you may want to "close out" the campaign to finalize your budget and request a refund for any unused prepaid funds.
Step 1: Expire all unclaimed gifts
Before you can close the books, all gifts must either be claimed or expired. (Tip: We recommend sending a final manual reminder email giving recipients 24 hours to claim before doing this!)
Go to the Gift Activity tab.
Filter by the specific campaign.
Check the box next to "Recipient" to select all users.
Click Expire gifts.
Step 2: Pause the campaign
If this was an automated or recurring campaign, follow the steps in Section 2 to Pause it so no new gifts are accidentally generated.
Step 3: Pay outstanding invoices & request refunds
Ensure any outstanding monthly invoices tied to this campaign are paid. If you used a Prepay billing method and have leftover funds from the expired gifts, those funds will sit in your Snappy account for future use.
If you prefer to have that balance returned to your company, you can officially submit a Refund Request.
