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Edit Campaign

Edit an existing Automation Campaign.

To Edit an Automation Campaign

  1. Go to MARKETING AUTOMATION > AUTOMATION CAMPAIGNS.
  2. If the campaign is active, click the Active button to switch to Inactive.
  3. Click the Title to open the Campaign in the Automation Builder.  You can make changes to the workflow or to the basic Campaign properties.
  4. Click the Gear icon next to the Title to change the Campaign properties.  The Edit Automation Campaign popup will display.  Make your changes then click SAVE
  5. Click SAVE to save the complete changes. Options include:
  • SAVE AND CONTINUE to save the changes and then continue editing
  • SAVE AND CLOSE to save the changes and then return to the Automation Campaign Library.  
  • SAVE AS DEFINITION to save a copy without specific Templates, Lists, etc as a Definition in the Automation Definition Library.
  • RETURN TO CAMPAIGN LIBRARY to ignore changes and close the Automation Builder without saving.

Notifications

When the Save is complete, a green notification will appear at the top of the page indicating Success. 

If any errors are encountered on Save, a red notification will appear indicating the issue and suggesting a resolution. 

Click the x in the top right corner to close the notification. 

 

NOTE: Your display may appear slightly different in version 10.13.0 and newer.  These display changes do not affect the functionality of the feature.

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