How to edit a published campaign

This article covers the following topics:

• About editing a published campaign
• How to edit non-mandatory sections of a published campaign
  • E-Mails
  • Reports
• How to edit mandatory sections of a published campaign
  • About this campaign
  • Languages
  • Tasks
  • Recipients

About editing a published campaign

All sections of Draft () or Inactive () campaigns are editable.

In Active () campaigns only the non-mandatory sections will be editable:

• E-mails
• Reports

In the two sections above you can, at any point, add/remove/update the emails and the reports. 

In order to edit the mandatory sections of an Active () campaign, you will have to unpublish it first. To know more about how to unpublish a campaign, please read here.

How to edit non-mandatory sections of a published campaign

1. Select Campaign Manager from the sidebar and select the Active () campaign
2. From the Campaigns details page, you will be able to add or edit Emails and Reports

E-mails

In the E-mails section you will be able to: 

1. Add an e-mail (): to know more about adding an email template, please read here.

   NB: Adding a Welcome email to an Active () campaign will not trigger the welcome email to already enrolled recipients.

2. Edit the reminder settings (  ): to know more about reminder email settings, please read here.
3. Edit an existing email template:
   • Click on the 3-dots button (  ) next to the chosen email template, then click on Edit (  )
   • You will be prompted with the Edit e-mail template editor (  )
   • After all the edits have been done, click on SAVE E-MAIL to save and exit 
4. Remove existing email templates:
   • Click on the 3-dots button (  ) next to the email template you wish to delete
   • Then click on Remove (  ) and on Remove to confirm

Reports

In the Reports section you will be able to: 

1. Add a report (): Please read here to know more about how to add a report to your campaign.
2. Edit existing reports:
   
   • Click on the Edit report (  ) next to the report you wish to edit
   • to know more about the different information available in the report editor, please read here.
   • After all the edits have been done, click on SAVE to save and exit
3.  Remove an existing report: 
   • Click on the Remove report (  ) next to the report you wish to delete
   • Then click on Remove to confirm

How to edit mandatory sections of a published campaign

In order to edit mandatory sections, you will have to unpublish the campaign first.

Please read here to know how to unpublish the campaign.

1. Select Campaign Manager from the sidebar and select the Inactive () campaign
2. From the Campaigns details page you will be able to edit the following sections: 

About this campaign

1. Edit campaign's internal information:
   • Click on Edit (  ) in the About this Campaign section
   • You will be prompted with the Edit campaign editor (  ) and you will be able to edit the following information:
     • Internal title
     • Internal description
     • Campaign Certificates
   • After all the edits have been done, click on SAVE CHANGES to save and exit

Languages

1. Add a new language version(): please read here to know more about how to add a language version to your campaign.
2. Edit language copies:
   • Click on Edit language (  ) next to the chosen language
   • You will be prompted with the Edit language editor (  ) and you will be able to edit the following information:
     • Campaign title
     • Campaign description
   • After all the edits have been done, click on SAVE CHANGES to save and exit
3. Remove language copies:
   • Click on the Remove language (  ) next to the language you wish to delete
   • Then click on Remove to confirm

     NB: The default language cannot be removed, only language versions can be deleted.

Tasks

1. Add a new task(): please read here to know more about how to add a task to your campaign.
2. Remove tasks:
   • Click on the Remove task (  ) next to the task you wish to delete
   • Then click on Remove to confirm

     NB: Tasks is a mandatory field, so you will not be able to publish a campaign without a recipient group.

Recipients

If you add a new group to a campaign and publish the campaign, the welcome email (if there is one created for that campaign) will be triggered to ALL NEW recipients of the campaign. This will happen regardless of previous completions - meaning that every NEW RECIPIENT GROUP will get a new email when the campaign is published.

1. Add a new recipient group (): Please read here to know more about how to add a recipient group to your campaign.
2. Remove recipients:
   • Click on the Remove recipient (  ) next to the recipient group you wish to delete
   • Then click on Remove to confirm

     NB: Recipient is a mandatory field, so you will not be able to publish a campaign without a recipient group.