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Mira's avatar
Mira
Supporter
3 months ago

Tracking campaigns progress and logging changes in them

Hi Braze people,
I would like to get to know if you are using any tools, or ways, or methods of tracking campaigns progress (except for the Braze reports) - how do you follow which campaigns are in the testing mode, which are successful and which are not? How do you keep track of this in order to have full visibility of what you are doing and what progress you are making? 

And the second question - how do you follow or log changes that you make in the campaigns? For example, you have the first variant of a campaign (first iteration) and it proved to be not effective, so you make changes and you relaunch it as a new experiment. In this case you need to know what exactly was changed, on what date and when you should come back to it to check the results. 
Using the spreadsheets for this purpose becomes inconvenient when you have many canvases, so maybe there is a better solution some of you might be using. 
Thanks for any tips and advise!

  • Hello Mira  There is no inbuilt functionality to take notes/ make canvas versions within in the Braze platform.
    Here are some options:

    • Create a knowledge base: Most of the client uses a knowledge based system like Confluence where you can log everything like the campaign briefs, experiments, outcomes & reports. 
    • Create Canvas Version: It is not recommended, Instead of making changes to existing canvas. You can create a new canvas with a _version suffix. This way you will have all the data in the platform itself.
    • Mira's avatar
      Mira
      Supporter

      Hey,
      Thanks for an answer! Do you maybe know of some external tools that could be used for this purpose? Like Git or smth else

  • Tracking campaign progress and logging changes can get overwhelming with many canvases. Beyond tools like Braze, consider using project management platforms (e.g., Trello or Monday.com)  to make changes efficiently. I have seen various websites, especially the e-commerce ones where people are using it for customer management. Especially, when customers belong to multiple regions. Scripts USA Inc. is just one example of this.

    I personally have tried these ones but on micro levels. So if you need my services, I can help you according to my experience.