How do I edit a campaign after creating it?

Edit a campaign before it sends to update its details, audience, message, schedule, settings, or automations.

Before you start

• Confirm the campaign is still editable, such as a draft or scheduled campaign.

• Know which section you need to update.

Steps

1. Open Campaigns.

2. Find and open the campaign you want to edit.

3. Update Basic info if you need to change campaign details.

4. Update Audience to add or remove contacts, lists, tags, segments, or filters.

5. Update Message to revise content, variables, attachments, templates, or signatures.

6. Update Schedule and settings to change timing, batch sending, quiet hours, business hours, or link tracking.

7. Update Automations if you need to add, remove, or change campaign triggers.

8. Select Save.

9. Review the campaign before sending or keeping it scheduled.

Tips

• Review the audience again after changing filters or lists.

• Send a test message after major message edits.

• Recheck the schedule after editing scheduled campaigns.

• Avoid last-minute automation changes unless you can test the trigger behavior.

Troubleshooting

• If fields are locked, the campaign may have already started sending or completed.

• If audience changes do not save, check for invalid filter logic or missing required fields.

• If the schedule cannot be adjusted, the campaign may already be in progress.