Overview
After creating a campaign, you may want to go back and make edits. Maybe you noticed a mistake in the email content that needs fixing or maybe you want to change the scheduling details. This article will illustrate when and how to make edits, and what you can edit.
For information on retiring scheduled campaigns and deleting campaign drafts, visit the Managing Email Campaigns article.
IN THIS ARTICLE
When can I edit?
You can edit an existing email campaign if it’s in one of the following statuses:
- DRAFT - New campaigns that have not been scheduled to send will show this status.
- PENDING - Campaigns that have been scheduled to send will show this status.
If scheduled to ‘Send Now’, you'll have a 10-minute window to make changes.
If scheduled to ‘Send Later’, you’ll have until the specified date/time to make edits.
- PAUSED - Campaigns that have been paused will show this status. When a PENDING or ACTIVE campaign is paused, emails will stop sending until the campaign is resumed.
You can’t edit a campaign if it’s in one of the following statuses:
- ACTIVE - Campaigns that are sending emails will show this status. If the campaign is sending multiple emails on a drip delay, it will stay in this status until all drip emails have been sent.
- COMPLETE - Campaigns that have finished sending emails will show this status.
- RETIRED - Campaigns that have been permanently inactivated will show this status.
What can I edit?
If the campaign is pending before emails have started sending, you can edit anything except for the recipient type (Send To field).
If the campaign is paused before emails have started sending, you can edit the following:
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If the campaign is paused while emails are sending, you can edit the following:
| What you can edit | What you can't edit |
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Note: Changes to email content while the campaign is sending will only be applied to the remaining emails.
You can review sent emails and email content for the recipient (agent or individual record) or record type (group or policy) on the record > Emails > Outgoing Emails tab.