How settings work across campaigns and touchpoints

Four patterns tell you whether a setting is set once, per touchpoint, or built once and linked.

1 min read

Almost every OmniLab setting follows one of four patterns. Spot the pattern, and you know where to set it and what the touchpoints inherit.

PatternWhat it meansExamples
Off, campaign or touchpointYou choose Disabled, Campaign Level or Touchpoint LevelOpt-in, participation form, notifications
Campaign default, touchpoint exceptionsTouchpoints inherit the campaign's value and can narrow itDates
Campaign onlyOne setting for the whole campaignAcquisition form
Build once, then linkCreate it once, attach it where it's usedRewards, badges

Off, campaign or touchpoint

The default is Disabled. Campaign Level gives the whole campaign one setup. With Touchpoint Level, each touchpoint needs its own complete setup: nothing falls back to the campaign's. In notifications, the same choice reads Global or by Touchpoint.

Campaign default, touchpoint exceptions

The campaign's dates are the outer limits. A touchpoint can have its own dates, but only inside them: it can't open before the campaign starts or stay open after it ends. See Touchpoint dates override.

Campaign only

The acquisition form, the sign-up every participant goes through, is the same everywhere in the campaign, so sign-up and consent stay consistent.

A reward or a badge is created once for the campaign, then linked to the touchpoints that hand it out. Change it once and every touchpoint gets the change.

Where to find each setting

SettingIn Studio
Opt-inBuild > General > Terms & Conditions Settings
Participation formBuild > General > Participation Form
DatesBuild > General > Campaign Dates Settings
NotificationsBuild > Notifications
Acquisition formBuild > Settings > Campaign Translation
RewardsBuild > Rewards
BadgesA touchpoint's Gamification tab

Next steps

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