Overview
We’ve overhauled how campaigns interact with Groups to give you more control, better reporting, and "Evergreen" organization. This update moves us from a permanent sync model to a Snapshot Model, ensuring your live campaigns remain stable even as your master store lists evolve.
How it used to work | How it works now |
To add a store to a live campaign, you had to add it to the Group | Add stores directly to the campaign from Campaign Details - one step |
Groups got cluttered with stores added just for campaign access | Groups stay exactly how you set them up |
Editing a Group could affect live campaigns | Edit your Groups freely - live campaigns are unaffected |
One action (add to Group) did two things | Clear separation - Groups for organization, campaigns for targeting |
What is the "Snapshot" Model?
Previously, Groups and Campaigns were permanently linked. If you changed a Group, the Campaign changed with it. Now, the system takes a one-time digital snapshot of your group at the moment of launch.
At Launch: Select your Groups, launch your campaign, and all stores in those Groups get access. This works exactly as it always has.
Post-Launch: The campaign pulls the store list from your Groups at launch. Now, instead of adding stores to a Group to get them into a campaign, you simply add them directly from the Campaign Details page. Your existing Groups stay untouched.
Managing Groups: Add or remove stores from your Groups anytime. These changes will apply to future campaigns that use those Groups, and won't affect any campaigns that are already live.
Strategic Shift: Using “Evergreen” Groups
With this update, Groups should be treated as fixed segments, not temporary campaign lists.
Groups as Templates
Use Groups to organize your ecosystem (for example: East Coast Region or Top 50 Doors). These Groups act as the foundation from which campaigns are launched.
Historical Accuracy
Campaign reporting is now locked in time, allowing you to see exactly which accounts were targeted on launch day, even if the Group changes later.
Data Integrity
This approach prevents unintended changes to live activations when you’re simply maintaining or cleaning up your master store lists.
Managing Live Campaigns: The New Workflow
Since groups no longer sync automatically, expanding a campaign’s reach after launch requires a few intentional steps.
Direct Addition
You can now add individual stores directly via the Campaign Details page. This ensures that every new store passes Entitlement & Payment Checks—confirming your plan has the capacity and ensuring accurate billing.
Manual Updates for New Stores
Note❗
If you onboard a new store mid-campaign and want them included in current and future activations, you must add them in two places:
To the Evergreen Group (for future snapshots). Add How To
Directly to the Active Campaign (for immediate participation).Add How to
Why did we make this change?
The primary goal is Historical Accuracy:
Your reports are now "locked in time." You can see exactly who was targeted on launch day, even if your store list changes a year later.
Data Integrity: It prevents accidental additions or removals from live campaigns when you are simply trying to organize your master store lists.
Security & Billing: It ensures every store added to a campaign is properly accounted for in your subscription and payment tier.
Troubleshooting & FAQ: Managing Live Campaigns
Q: Do Groups still work when I launch a campaign?
A: Yes! Groups work exactly the same at launch. Select your Groups, and all stores in those Groups will get access when the campaign goes live.
Q: What if I selected "All Stores" when I launched?
A: "All Stores" works the same way - the campaign gets a list of all your connected stores at launch. New stores that connect after launch can be added from Campaign Details.
Q: Can I remove a store from a live campaign?
A: Currently, stores remain in the campaign once added. If you have a specific situation, contact support and we can help.
Q: How can I see which stores are in a campaign?
A: Go to Campaign Details and export the store list. We're also working on a search feature to make this even faster.
Q: I just added a new store to my "Northeast" Group. Why isn't it seeing my live "Northeast Promo" campaign?
A: Because of the Snapshot Model, the live campaign is no longer linked to the group. To add this new store to the live campaign, you must go to the Campaign Details page and add the store directly to that specific campaign.
Q: Does this new feature affect "Ended" or "Archived" campaigns?
A: No. In fact, this protects them. Your past campaigns will now forever show the exact stores that were targeted at the moment of launch, even if those stores no longer exist in your current Groups.
Best Practices for Admins
Audit Before Launch: Always double-check your Group membership immediately before hitting "Launch," as this is the exact moment the data is captured.
The "Double-Entry" Habit: When adding a new retail partner mid-season, remember to update both your master Group and any relevant live Campaigns.
Trust Your Archives: Use this new model to review past performance with confidence, knowing the store list you see is exactly what was targeted at that time.