Plan Actions and Lifecycle

Plan actions define what operators can do with an Intelligent Delivery plan before and after it is sent. They are important because a plan can contain several campaign actions, each with its own forecast, approval status, delivery state, and ROI follow-up.

Plan lifecycle

Actions

Action	When to use it	Result
Create	Start a new planning cycle	Creates the plan shell with dates, ROI settings, and optional CSV mode.
Edit	Update a draft plan or its campaign actions	Changes configuration before launch. Avoid editing once a plan is already delivered.
Validate plan	Check alerts before sending	Runs plan validation. If alerts are blocking, the plan cannot be launched until reviewed.
Approve campaign action	Accept the forecast for one campaign inside the plan	Only approved campaign actions are included when the plan is launched.
Launch now	Send approved campaign actions immediately	Creates the required Vouchers and delivery tasks.
Schedule	Send approved campaign actions on a future date	Stores a scheduled execution time.
Clone	Reuse a previous plan structure	Copies plan and campaign configuration into a new draft. Results and delivery history are not copied.
Delete	Remove an unused draft	Deletes the plan when allowed by status and permissions.
View delivery summary	Investigate execution after launch	Shows delivered, pending, failed, and sending actions.

What can be changed after sending?

Once a plan has been launched, the generated Vouchers and communication tasks represent real Customer assignments. Treat the launched plan as an execution record.

Item	After launch behavior
Plan metadata	Can be reviewed; editing depends on status and permissions.
Generated Vouchers	Existing assignments should not be changed from the plan editor. Use support/technical investigation when correction is needed.
Communication copy	Does not change messages that were already sent.
Future reminders	Can be configured or cancelled depending on campaign status and channel setup.
ROI calculation	Can be refreshed after delivery when ROI is enabled.

Delivery summary

Use the delivery summary when a campaign appears not to have reached Customers.

Check:

• Total campaign actions included in launch.
• Vouchers created.
• Pending deliveries.
• Delivery errors by channel.
• Whether the campaign action was approved before launch.
• Whether the plan was launched immediately or scheduled for a future date.

Configuration

Go to Campaign Personalization → Intelligent Delivery. Open a plan to review campaign actions, forecast approval, lifecycle status, schedule, and delivery summary.