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Editing a Draft Campaign

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Bytimothy A
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Overview: 

Editing a draft campaign allows you to modify a campaign that hasn’t been sent yet. This lets you update content, recipients, scheduling, or settings to ensure the campaign is accurate and ready before it goes live.

Follow these steps to edit a draft campaign:

Step 1: On your Dashboard, navigate to the Campaigns tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Campaigns tab under the Marketing section.

Step 2: You will then be navigated to Campaigns.

Step 2: You will then be navigated to Campaigns.

Step 3: Select a draft campaign, then click Edit.

Step 3: Select a draft campaign, then click Edit.

Step 4: You will then be navigated to the Campaign Builder. Here, you can edit the title of your campaign, change its folder destination, and update the description.

Step 4: You will then be navigated to the Campaign Builder. Here, you can edit the title of your campaign, change its folder destination, and update the description.

Step 5: You can manage your messaging sequence and apply triggers and delays.

Step 5: You can manage your messaging sequence and apply triggers and delays.

Step 6: Next is the Add Contacts section. This allows you to add contacts by pipeline and stage, tags, list, or manual input.

Step 6: Next is the Add Contacts section. This allows you to add contacts by pipeline and stage, tags, list, or manual input.

Step 7: The Preview section allows you to see the campaign’s overview before launching it.

Step 7: The Preview section allows you to see the campaign’s overview before launching it.

Step 8: Lastly, you can set your campaign launch date here. You can also choose to launch it immediately.

Step 8: Lastly, you can set your campaign launch date here. You can also choose to launch it immediately.

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