In-app Campaign Designer changes

Important: This topic applies to the In-app Campaign Designer, which is now generally available. It has replaced the former In-app Campaign Workbook. For the other channels, see Campaign Designer overview.

The Campaign Workbook now has an improved interface and is now called the Campaign Designer. This topic describes those changes. It also provides a place for users to compare the new and old interface. To learn more about the Campaign Designer's visuals, see In-app Campaign Designer visuals overview. To learn more about the steps to using the Campaign Designer, see Launching an In-app campaign with the Campaign Designer.

In this topic, you'll learn about:

To navigate to the Campaign Designer :

  1. On the side navigation bar, click The Campaign icon Campaigns and select Manage Campaigns.

    The Manage campaigns page opens.

  2. Click Create Campaign, or open an existing campaign.

Message Designer vs. Campaign Workbook vs. and Campaign Designer

Previously, users would have to define their campaign details in the Campaign Workbook, and create a message in the Message Designer. The Campaign Workbook is now called the Campaign Designer, and it was updated with a new interface. Unlike the Campaign Designer, there were no major changes made to the Message Designer's interface.

Message Designer

An image of the in-app Message Designer

Campaign Workbook (old interface)

An image of the in-app Campaign Workbook

Campaign Designer (new interface)

An image of the new in-app Campaign Designer

Differences from the old Campaign Workbook

Summary of significant changes

  • With the Campaign Designer, hover your mouse over the In-App message panel to see your message's key attributes (you will have to save the message first). The Campaign Workbook's Message panel has been replaced with this hover functionality. Hovering over the In-App message panel will also allow you to edit or preview your message, or access the Data sources dialog.
  • In the new Campaign Designer, actions are displayed at the top of the page, such as Preview, Launch, and so on.
  • Once the message has been saved, users can view information that was previously located in the workbook's Message panel by hovering over the In-App message overlay.
  • These are the only changes to the Message Designer:
    • The page's header no longer says In-app Message Designer and instead now has the campaign's name and information related to the campaign, such as the last modified date.
    • Interstitial, Banner-Header, and Banner-Footer message styles were added.
    • The Workbook button has been changed to the Back to Campaign button.
  • The Campaign Workbook is now called the Campaign Designer.
  • Click An image of the Expand icon to expand a panel.
  • The app can now also be changed from About your campaign.
  • Date created is no longer displayed. You can, however, find this information on the Manage Campaigns page.
  • The Campaign Designer has fewer panels than the Campaign Workbook for ease of use.
  • When editing information in a panel, users need to click Save at the top of that panel to save, and Cancel at the top of that panel to discard any changes.
  • To change a campaign's name, users must click on the campaign's name at the top of the page.

    Important: If you change a campaign’s name, folder, marketing program, marketing strategy, subject line, or external campaign ID, then historical and new launches for both triggered and standard launches will take these new values in Insight. It does not impact CED behavior as CED retains an unchanged ‘snapshot’ of values.

  • Options that were previously in the Information panel for the Campaign Workbook are now mostly at top of page, beside the campaign's name. 

    An image of the Campaign Designer header

  • Users can configure organizational access control in the Additional settings panel.

Location changes for actions and information

Old campaign workbook panel Old campaign workbook option or label New campaign designer panel New campaign designer button
In-App Preview



Tip: You can also access preview mode via the In-App message panel.

Edit, or Create message (redirects to Message Designer) In-App message Create message, or Edit message if you have previously saved your message
Information Created by Top of page N/A
Date created N/A N/A
Last modified Top of page N/A
Last modified by Top of page N/A
Last valid on N/A N/A
Campaign status Top of page N/A
View relationships N/A View > Campaign relationships
General settings Name Top of page N/A
Description About your campaign N/A
Marketing Strategy About your campaign N/A
Marketing Program About your campaign N/A
Folder About your campaign N/A
Brand About your campaign N/A
Message Short summary of the message's configurations In-App message (once the message has been saved) N/A
Edit (redirects to Message Designer) In-App message Create message, or Edit message if you have previously saved your message
Data sources N/A In-App message Data sources
Trigger and Schedule N/A Trigger and schedule
(Now supporting Absolute and Relative Expiration Dates)
Launch settings Launch N/A Launch
Edit Additional settings N/A
View launch status N/A View > Launch status
View monitoring N/A View > Monitor campaign
Targeting N/A Targeting N/A
N/A Show Errors N/A Show errors
Validate N/A Validate
Insight N/A View > Insights

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