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Managing Campaigns in ZipTier

Campaign management in ZipTier gives you the tools to edit, preview, test, and optimize your ZipTier campaigns. This guide covers the 'My Campaigns' dashboard, detail view, editing options, and best practices.

My Campaigns Dashboard

The 'My Campaigns' page is your command center for all campaigns. It provides an at-a-glance view of your campaigns with search, sort, and filter capabilities across all your campaigns. From here, you can click on any campaign to view and edit the details of the campaign including actions such as pausing and resuming campaigns.

Key Components

  • Campaign Status Indicators
    • Draft: Saved but not published
    • Preview: Published and set to go live in the start date specified for the campaign
    • Live: Active and accessible
    • Paused: Temporarily suspended
    • Closed: Terminal state. Campaign cannot be edited or resumed.
  • Sort, Search and Filter
  • Sort by Campaign name, Created date, Start and End dates.
  • Search across campaign name

View Campaign

Clicking on a campaign from the Campaign list view takes you to the View Campaign page. This is where you view all the configuration definitions for the campaign and access the campaign links. You can pause and resume a campaign from the 'View Campaign' page as well. The Campaign view page has 2 main tabs – Details and Links.

Details Tab

The Details tab provides a complete view of the campaign's latest configuration and settings. The Details tab is split into 3 different sections that mirrors the steps used to create the campaign.

Step 1: Campaign overview

  • Campaign details such as Name, description
  • Go-live/Start date and end date of the campaign

Step 2: AI Assistant setup

This section shows the customization parameters used for the AI Assistant. This includes branding elements, greeting message, kick off questions, lead data collection, CTA links etc.

Step 3: Documents & Resources

This section shows all the documents that were uploaded and web links that were added as part of the campaign knowledge base setup. In addition, it shows the documents and web links that are enabled to be shown in the 'Resources' drop-down menu in the AI Assistant header.

Links Tab

The links tab is where marketers can fetch publicly accessible links for the Campaign.

  • Direct Link: Standalone web URL for the campaign. This link will take the user to a fully branded chat web page for the campaign.
  • QR code: Lets you print the QR code for the Direct link so it can be placed on event signage, brochures, or presentation slides for quick audience access.

Pause and Resume

In addition to viewing campaign details, you can also pause a live campaign and resume it subsequently from the 'View campaign' page. Pausing a live campaign is a disruptive action since this will stop any existing conversations your prospects may be having with the AI Assistant and block new chat sessions. Consider this option only when absolutely necessary, such as when you need to update critical documents or fix major issues and you need more time to prepare these updates. You can resume a paused campaign at any time.

Edit Campaign

Edit Campaign is where you can fine-tune every aspect of your campaign after it has been created. It mirrors the structure of theCreate Campaign wizard flow and lets you update campaign details, customization parameters, and knowledge base documents at any time.

When to Make Changes

Marketers often revisit the Edit View during a campaign for several reasons:

  • Based on Analytics Feedback
    If campaign analytics show prospects asking questions the AI cannot answer, you can update the knowledge base by adding missing documents, FAQs, or product details.
  • Fixing Collateral Issues
    If you notice outdated, inaccurate, or incomplete information in uploaded documents.
  • Optimizing Engagement
    If engagement rates are low, you might edit the welcome message or conversation starters to make them more compelling and relevant.
  • Lead Capture Adjustments
    If the sales team requests more (or fewer) data points, you can update lead capture fields — for example, adding "Company Size" for enterprise leads or simplifying the form for a top-of-funnel campaign.
  • Extending Campaign Duration
    If a campaign is performing well, you can extend the end date, so the AI Assistant remains live beyond the originally planned timeframe.

✨ Tip: Treat Edit Campaign not only as a setup tool but as an ongoing optimization workspace. Regular tweaks — guided by analytics, user feedback, or sales input — keep your campaigns relevant and high-performing.

Best Practices

Successful campaign management in ZipTier isn't just about setup — it's about keeping your campaigns organized, optimized, and aligned with your marketing goals over time. Following these best practices will help ensure that your AI Assistants deliver consistent value, stay relevant, and maximize engagement.

  • Keep your knowledge base fresh
    Update documents regularly or whenever new product info, pricing, or FAQs become available.
  • Turn conversations into content
    Add FAQs or missing details based on the most common questions prospects are asking.
  • Adopt A/B testing as a habit
    Test one element at a time (welcome message, CTAs, or conversation starters). Run tests for at least 1 week to gather meaningful data.
  • Monitor key metrics closely
    • Daily in the first week of launch (to catch setup issues early)
    • Weekly thereafter for ongoing optimization
    • Watch especially for engagement rate, lead quality, and response accuracy.
  • Align with campaign goals
    Before launch, clearly define whether the goal is lead generation, education, or event engagement — and adjust content, CTAs, and lead forms accordingly.

Troubleshooting

Even with the best setup, campaigns may sometimes behave differently than expected. The issues are usually simple to diagnose and resolve. Below are common scenarios marketers run into, along with practical steps to fix them quickly.

Campaign not live

  • Confirm the start date/time is correct and the state of the campaign is 'Live'.
  • Ensure the campaign isn't paused.
  • Verify the end date hasn't already passed.
  • Check for any error messages in the dashboard.

Campaign went Live earlier than the date specified, Closed later than the date specified

ZipTier schedules the campaigns to be globally available on the start date and end date. Hence, campaigns activate at UTC+14 and deactivate at UTC-12 to ensure availability across all time zones worldwide. As a result, if you scheduled your campaign to start on Nov 1, 2025, it would become active 14 hours earlier (relative to UTC) at 10am UTC Oct 31, 2025. Similarly, if your end date was Nov 10, 2025, it will end at 11:59am UTC Nov 11, 2025. Depending on where you live, this may give the perception that the campaign started early or ended late.
If you set the current date as the start date, the scheduler will set the campaign to activate the campaign immediately after campaign creation since it is already within the UTC+14 time window. If you set the start date to the following date, the scheduler will set the campaign to start immediately after or at UTC+14 depending on the time of scheduling the campaign.

Low engagement

  • Refine the welcome message to make it more inviting and clearly state the value.
  • Update conversation starters so they're relevant to your audience's needs.
  • Test overall page performance — if the page is slow, users may drop off before engaging.

Lead capture issues

  • Simplify the form if required fields are too restrictive and causing drop-offs.
  • Test on multiple devices and browsers to rule out compatibility issues.
  • Check validation rules (e.g., overly strict email/phone formats).
  • Confirm that captured leads are syncing into your CRM or reporting exports.

Content not updating

  • Allow 5–10 minutes for processing after new uploads.
  • Confirm that files are in a supported format (PDF) and under the 25MB limit.
  • Clear your browser cache or test in an incognito window to confirm changes.
  • Make sure updated files are attached to the correct campaign and not just saved as drafts.

✨ Tip: Many troubleshooting steps can be avoided by monitoring your analytics regularly and testing updates in Sandbox Mode before publishing them live.