How to Edit a Campaign (Beta Feature)

Modified on Tue, 24 Sep at 2:09 PM

CONTENTS:

Depending on the campaign, both email and SMS text messages may be available for editing. These are listed in a table in the top left corner

If the campaign contains more than one message, click the message you want to edit. The selected message will be highlighted in gray

How to Edit an Email Message

If the campaign contains more than one email, select the first message you want to edit
- Create a new subject line if desired (max. 100 characters)
  - You have basic editing options for the body of the message (max. 10,000 characters) including bold, underline, italics, links, font sizes, font colors, etc.
To add placeholders, click Supported Placeholders on the right side of the Edit bar
- Click the copy icon next to the placeholder text you want to use and click Close in the bottom right corner
- Paste the placeholder text into your message by typing Cmd-V/Ctrl-V or right clicking and selecting Paste
Click the three dots on the right side of the Edit bar to show more editing options

How to Edit an SMS Text Message

The only editing option available for SMS text messages is to change, add, or remove text within the 320 character limit.
Do not delete the [Practice.Name] placeholder or "Reply STOP to opt-out" - these are required for regulatory purposes.

How to Save a New Custom Campaign

How to Save Changes to an Existing Custom Campaign

Click Save Campaign in the bottom right corner of the page
Click Save in bottom right corner of the pop-up window
- Note: Changes will be applied only to future use of the campaign and will not be retroactively applied to previously scheduled instances.