Edit a Loyalty Promotion

You can edit a loyalty promotion at any stage of its lifecycle. You may need to modify a promotion to update its rules, correct an error, or extend its duration. This action is typically performed by a maker, who can make changes to promotions in the draft state. Editing a live promotion is also possible; this action creates a separate, editable copy without disrupting the active promotion. Once a promotion has been stopped, it cannot be edited.

To edit a loyalty promotion, follow these steps:

In the promotion list view, navigate to the loyalty promotion to edit.
Select the Edit (pen) icon next to the promotion.

Make the required changes. See What you can edit by status for the fields available in each state.
Select Send for approval.

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Note
For live promotions, selecting the edit icon creates a separate draft. The live promotion continues running while the draft is reviewed and approved.

What you can edit by status

Draft

The table below lists whether a field can be edited in the draft stage:

Field	Editable?
Promotion name	Yes
Promotion description	Yes
Program	Yes
Timezone	Yes
Start date	Yes
End date	Yes
Promotion type	Yes
Promotion external identifier	Yes
Enrolment criteria	Yes
Opt-in criteria	Yes
Activity type	Yes
Qualifying conditions	Yes
Brand actions	Yes
Limits	Yes
Advanced settings	Yes

Upcoming

The table below lists whether a field can be edited in the upcoming stage:

Field	Editable?	Notes
Promotion name	Yes
Promotion description	Yes
Program	No
Timezone	Yes
Start date	No	Locked once the promotion is approved.
End date	Extend only	Disabled if the promotion uses cyclic window or period-agnostic cycles, or a streak with a non-custom duration.
Promotion type	No
Promotion external identifier	Yes
Enrolment criteria	No
Opt-in criteria	No
Activity type	Yes
Qualifying conditions	Yes
Brand actions	Yes
Limits	Yes
Advanced settings	Yes

Live

The table below lists whether a field can be edited in the live stage:

Field	Editable?	Notes
Promotion name	Yes
Promotion description	Yes
Program	No
Timezone	No
Start date	No
End date	Extend only	Disabled if the promotion uses cyclic window or period-agnostic cycles, a non-custom-duration streak, or has an audience group configured.
Promotion type	No
Promotion external identifier	Yes
Enrolment criteria	No
Opt-in criteria	No
Activity type	No
Qualifying conditions	Yes
Brand actions	Yes
Limits	Yes
Advanced settings	Yes

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Note
The Delete Cycles action is disabled for live and upcoming promotions.

Paused

The table below lists whether a field can be edited in the paused stage:

Field	Editable?	Notes
Promotion name	Yes
Promotion description	Yes
Program	No
Timezone	No
Start date	No
End date	Extend only	Disabled if the promotion uses cyclic window or period-agnostic cycles, a non-custom-duration streak, or has an audience group configured.
Promotion type	No
Promotion external identifier	Yes
Enrolment criteria	No
Opt-in criteria	No
Activity type	No
Qualifying conditions	Yes
Brand actions	Yes
Limits	Yes
Advanced settings	Yes

Ended

The table below lists whether a field can be edited after it has ended:

Field	Editable?
Promotion name	Yes
Promotion description	Yes
Program	No
Timezone	No
Start date	No
End date	No
Promotion type	No
Promotion external identifier	Yes
Enrolment criteria	No
Opt-in criteria	No
Activity type	No
Qualifying conditions	Yes
Brand actions	Yes
Limits	Yes
Advanced settings	Yes

Edit cycles in a live promotion

You can update a promotion's cycle schedule without disrupting members who are already in progress.

Current cycle

The table below lists what you can edit for the current cycle:

Action	Allowed?
Extend the end date	Yes
Shorten the cycle or change the start date	No

Future cycles

The table below lists what you can edit for future cycles:

Action	Allowed?	Notes
Add, remove, or update upcoming cycles	Yes	Includes dates and milestone targets.
Increase the total cycle count	Yes	Fixed-window cycle types only: daily, weekly, monthly, annually, or custom duration.
Reduce the total cycle count	No	Cannot go below the number of cycles that have already started.

Streaks in a live promotion

The table below lists what you can edit for streaks in a live promotion:

Action	Allowed?
Change the streak duration type (daily, weekly, etc.)	No
Change the number of repetitions	No
Change the consecutive or non-consecutive setting	No
Update custom streak cycles not yet started	Yes

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Important
Cyclic window and period-agnostic cycles do not support end date extension. If your promotion uses these cycle types, the end date field will be disabled when editing a live or upcoming promotion.