You can edit an existing campaign unless it has a status of Finished, Stopped, or Processing.
To begin, navigate to the Campaigns menu
Find the campaign that you want to modify, and click on it to go through to its settings.
Check the status of the campaign, shown at the top right of your screen. If it shows Scheduled or Running, you’ll first need to click the Pause button, to make any changes.
When your campaign status is Draft, you will see that your campaign settings can be edited.
To amend the recipients
- An Admin can remove agents from a campaign by clicking the Remove icon
next to the name and recipients; or modify an agents audience selection by clicking the EDIT link.
- Users can remove any of the currently selected recipients using the Remove icon, or add additional Audiences, tags or contacts.
- If the Audience is "All Contacts" but you want to exclude categories, first select "Choose Audiences", and re-add the audiences you want to send to.
To change the Schedule
- If using the Repeater option, you can modify how often often your campaign recurs - e.g: change from Weekly to Fortnightly. If you see Date/Time, this campaign is only going to send once.
- Choose a different date and time using the date and time picker; OR choose Schedule for Now if you want the campaign to start running immediately after clicking the Save & Activate button.
Note: Your date and time needs to be now or in the future, or you will not be able to re-activate your campaign - the date/time will be highlighted in a red box.
To change the Email being sent
Simply choose a different email from those available in the dropdown, or edit the existing one by clicking the EDIT button
Note: You can also edit the email without pausing the campaign by going through the Email menu. If editing this way, make sure you have time to make adjustments and that your campaign is not due to send imminently.