Edit a marketing automation campaign

Abstract

Edit, add or delete the elements from a marketing automation campaign.

You can edit an automation campaign when it is inactive and when it is active. However, if you edit a campaign that is active, you risk changing the campaign while contacts are being processed and moved through the campaign. This can cause problems, for example, with showing accurate reports of the campaign or ensuring that contacts have the intended experience.

Important

If you want to edit a campaign after it has been activated and after contacts have been enrolled, it is best practice to copy the campaign and create a new one with the relevant changes.

To edit a marketing automation campaign:

  1. On the Marketing Automation dashboard, navigate to the campaign that you want to edit.

  2. To open a campaign, click the name.

  3. On the canvas, make the relevant changes to the elements in your campaign:

    • To edit the details for a specific element, click the element and make the changes in the Details pane to the right of the canvas. To save the changes, click Apply.

    • To add new elements to the campaign, drag and drop the relevant elements from the Toolbox pane.

      Tip

      If you add an element that splits the campaign into two paths, for example, a decision point, a notification appears asking you which path the existing elements below the new element should be located on.

    • To delete an element, move the mouse pointer over the element and click the Delete icon that appears.

      Note

      When you delete an element that splits the campaign into two paths, a notification appears asking you which of the paths you want to delete. If any path from the listener has a decision point attached, all the paths from the listener will be removed.

    A marketing automation campaign in the canvas
  4. If the automation campaign gets too big for the canvas, you can move the automation campaign around on the canvas, zoom in or out, and hide the Toolbox pane to get more space to work on your campaign.

  5. From the Actions menu, you can:

    • View or edit the campaign details, such as the name, description, start date and end date.

    • Activate/deactivate the campaign.

    • Delete the entire campaign.

    • Copy the campaign to create a new one.

    • Undo/redo the changes you made to the campaign.

    Note

    Click the star next to an action to make it appear directly on the ribbon.

  6. Click Save to save your changes.