How to Edit a Campaign

TABLE OF CONTENTS

• Adding/Deleting Campaign Steps 
• How to Set Campaign Timings 
• How to Edit an Email Message
• How to Edit an SMS Text Message 
• How to Add and Delete Campaign Triggers 
• How to Save Changes to a Breakthrough Template Campaign
• How to Save Changes to a Custom Campaign
• How to Delete a Custom Campaign 
• Troubleshooting Steps 

Adding/Deleting Campaign Steps 

Depending on the campaign, both email and SMS text messages may be available for editing. We call these Campaign Steps. They are listed in a table in the top left corner. 

• To add a new step, click the blue plus sign (+) on the far right of the table row. Please note that the steps must be added in the order you want them to be delivered. 
  • Example: If you want to add a new step to be delivered 2nd in the sequence, you should click the blue plus sign (+) in the first row to add a new step below. 

• To delete a step, click the red minus sign (-) on the far right of the row you wish to delete.

How to Set Campaign Timings 

• Campaign step must have a start time. For regulatory reasons, campaigns may not be sent earlier than 8 a.m. or later than 8 p.m. in your local time zone. We recommend setting all steps to 8 a.m. 
  • Please note that the actual send time of your campaign may vary based on the amount of email traffic being processed by our servers.
    
    

• Each campaign step can also have a delay. This is the amount of time you want to pass between campaign steps. Example: 
  • Your campaign is scheduled for Sept. 1. You set the first step to 8 a.m. with a 15-minute delay. Step 1 will begin sending at 8:15 a.m. 
  • You set the second step to 8 a.m. with a delay of 2 days. Step 2 will begin at 8 a.m. on Sept. 3.
  • You set the third step for 8 a.m. with a delay of 4 days. Step 3 will begin at 8 a.m. on Sept. 7. 

How to Edit an Email Message

• To edit a campaign step, click the row in the Campaign Steps table that you wish to edit. The selected step will be highlighted in gray. 
  • A blue exclamation (!) icon will will appear if any messages have unsaved changes. 
• Campaigns must have a subject line (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 - this is required for regulatory purposes. 
• Likewise, all SMS text messages must include "Reply STOP to opt-out." 

How to Add and Delete Campaign Triggers 

• Click blue Add Triggers button in the bottom right corner of the page. 
• Click the dropdown arrow under Trigger On. 
  • Choose one of the following options: 
    • Clicked: The trigger is the contact clicking on a link in your campaign. 
    • Opened: The trigger is the contact opening your campaign. 
    • Sent: The trigger is your campaign sending. 
• Click the dropdown arrow under Remove from Campaign. 
  • Choose one of the following options: 
    • All: Removes the contact from all campaigns they are enrolled in. 
    • Current: Removes contact only from the campaign being currently edited. 
• Click the dropdown arrow under Add to Campaigns. 
  • Choose one of the campaigns listed in the dropdown menu. 

• To delete a trigger, click the red trash can icon next to the name of the trigger campaign.
• Click the blue Delete button in the bottom right of the Delete Campaign pop-up window. 
• Note: Each step within a campaign can have its own triggers.
  
  

How to Save Changes to a Breakthrough Template Campaign

• Click Save in the bottom right corner of the page. 
• Create a name for your campaign (max. 100 characters). 
• Click Save in the bottom right corner of the pop-up window. 

How to Save Changes to a Custom Campaign

• If you want to save changes to a 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.

• If you want to save a new version of your custom campaign, click Save As New Campaign in the bottom right corner of the page. 
• Create a name for your campaign (max. 100 characters). 
• Click Save in the bottom right corner of the pop-up window.

How to Delete a Custom Campaign 

• To delete a custom campaign, click Delete in the bottom right corner of the page. 
• Confirm you wish to delete by clicking the blue Delete button in the bottom right corner of the Delete Campaign pop-up window. 

Troubleshooting Steps 

• If you're unable to save your campaign:
• Check to make sure your campaign step has a start time. This field cannot be left blank. 
• Make sure the start time is between 8 a.m. and 8 p.m. This is required for regulatory compliance. 
• Make sure the start time allows for a minimum of 4 hours to send.