Edit a Standard Campaign

You can only edit a standard campaign with a status of Draft, but you can reset a scheduled standard campaign to Draft status if necessary. If you reset a scheduled one-time standard campaign’s status, you must also reschedule delivery. You cannot make changes to a recurring standard campaign, only to its individual editions. Likewise, you cannot edit a recurring standard campaign's schedule: if necessary, make a copy, or delete all its editions and create a new recurring standard campaign to replace it.

You can hide Active or Completed campaigns that you no longer need to access regularly. Hiding campaigns removes them from the default Campaigns list, but you can display them by selecting the Show Hidden checkbox. Click the Show link to restore a hidden campaign to the default list. Hiding a campaign does not affect any scheduled distributions.

Note: The following information applies only to standard campaigns, not to pre-built or drip campaigns. For information on making changes to a pre-built campaign in Draft status, see Edit a Pre-Built Campaign. See Campaigns for information about the other types of campaigns available.

Edit a Recurring Standard Campaign

Perform the following steps to edit an edition of a recurring standard campaign in Draft status. Remember that for recurring standard campaigns with the same content, you must wait for the first edition to send before you can edit a subsequent edition. You must edit each edition of a recurring standard campaign separately, and you cannot edit the schedule for any recurring standard campaign edition.

1. Click Campaigns or My Campaigns in the navigation menu. If necessary, you can sort or filter the list to help you locate a campaign:
• Enter a full or partial Campaign Name and click the Search button.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
• Browse multiple pages of Campaigns by clicking the First, Previous, Next, Last, or page number links at the bottom of the page.
2. To access the Campaign Detail page for edition you want to edit, do one of the following:
• Click the Campaign Name in the list.
1. In the Editions section, locate the edition in the list. If necessary, use the Display From and To calendars to filter the editions.
2. Do one of the following:
• Click Details to access the Campaign Detail page for a scheduled edition.
• Click Edit Content for an unscheduled edition.
• On the Design Email screen, you can add or edit content if necessary.
• Otherwise, click Cancel or Save Layout and Content to go to the Campaign Detail page.
• Click the chevron beside a recurring standard campaign to display all of its editions. Click the edition name to open the Campaign Detail page.

3. From the edition’s Campaign Detail page, you can do any of the following:
• Reset a scheduled recurring standard campaign's status

  If a standard campaign has been scheduled but not sent, you can reset its status to Draft. The areas that you can edit vary, depending on whether the campaign uses the same content or different content for each edition. Remember, you cannot change the schedule for a recurring standard campaign or any of its editions.

  1. Click the Cancel Scheduled Delivery link.
  2. Do one of the following:
  • For a recurring standard campaign with different content:
  1. Make the changes to the Standard Campaign Basics, Select List, and/or Add Content sections as necessary.
  2. Click Approve Edition to schedule the edition for delivery using the recurrence schedule selected during campaign creation.
  • For a recurring standard campaign with the same content, click Delete Campaign.
• Edit Standard Campaign Basics

  You can edit basic information for any standard campaign edition with a status of Draft. All fields in this section are required.

  1. Click the Standard Campaign Basics link and update any of the following:
  • Enter a Campaign Name that will help to identify the content included or the purpose of the campaign.
  • Select the Campaign Type that best matches the purpose of the campaign. Only use the Account Servicing campaign type to send important account-related communications.

    This campaign type sends to all contacts on the list(s) who are associated to active accounts (regardless of their subscription preferences or list exclusions), except for contacts on Prospect accounts, who are automatically excluded.  

  • Select a From email address. This address displays in the From field for recipients.
  • Select a Reply To email address. If recipients reply to your campaign email, their replies will be sent to this address.
  • Enter a Subject line for the email. You can insert a merge variable if necessary. For a complete list of merge variables, click here.

    To use the Test Merge Variables link, you must have selected at least one list of recipients. Merge variables only populate for client contacts, not for employees. To add a merge variable to the Subject field, do the following:

    1. Place your cursor where you want to add the variable in the Subject field and then click the Insert Merge Variable button or begin typing the merge variable code. When you begin typing the code, a list of merge variables displays for selection.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variables link to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
    4. Click the Return to Send Email link to continue creating your standard campaign. You must complete all required fields before clicking the Send button.
  • Select a Branding Profile from the dropdown.
  • Select the Language in which any copyright and compliance text will display.
  2. Click the Continue button to return to the Campaign Detail page and continue editing your standard campaign. Click Cancel to discard your changes and return to the Campaigns page.
• Select a different list

  You can change the list(s) of contacts who will receive the campaign, as long as the edition has a status of Draft. You can select multiple lists if necessary. Dynamic lists in Draft status are not available for selection; you must save them first.

  1. Click the Select List link.
  2. The Select List page displays. Select the checkbox beside each List of contacts you want to use for this campaign. If necessary, you can do any of the following to locate a specific list:
  • Filter the Lists by entering a full or partial List Name and clicking the Search button.
  • Sort the Lists by clicking on a column heading. Click the column heading again to reverse the sort order.
  • Browse multiple pages of Lists by clicking the First, Previous, Next, Last, or page number links.
  3. Click the Select button to add the lists to the campaign. Click Cancel to discard your selection and return to the Campaign Detail page.
• Add or Edit Content

  You can add content or edit the email design on any standard campaign edition with a status of Draft. If the campaign was created using the legacy builder, you can only edit its content using the legacy builder. To create campaign emails using the drag-and-drop email builder, you must create a new campaign.

  1. Click the Design Email link label. The Email Builder displays. Update the design. To change the content included, use the Content Library tile. See Email Builder for more information on building your design.
  2. Click Save to return to the Campaign Detail page and continue editing your campaign.
• View Campaign Report

  If any editions of the campaign have already been sent, you can access their metrics directly by clicking the View Campaign Report link from the Campaign Detail page. To locate metrics for any sent standard campaign, access the Reports and Metrics area.

4. Before the edition is sent, you can send a test email to ensure that all content displays as intended.
   1. Click the Send Test Email button.
   2. Enter the email address of the Test Email Recipient.
   3. Click Send Test Email.
   4. Review the test email to ensure that it displays correctly.

Edit a one-time standard campaign

Perform the following steps to edit a standard campaign with a Draft status and a frequency of Only Once.

1. Click Campaigns or My Campaigns in the navigation menu.
2. Click the Campaign Name in the list. If necessary, you can sort or filter the list:
• Enter a full or partial Campaign Name and click the Search button.
• Sort the Campaigns by clicking on a column heading. Click the column heading again to reverse the sort order.
• Browse multiple pages of Campaigns by clicking the First, Previous, Next, Last, or page number links at the bottom of the page.
3. From the Campaign Detail page, you can do any of the following:
• Reset a scheduled one-time standard campaign's status

  If a standard campaign has been scheduled but not sent, you can reset its status to Draft, which enables you to edit it. After making changes, however, you must reschedule delivery.

  1. Click the Cancel Scheduled Delivery link.
  2. Make changes to the Standard Campaign Basics, Select List, and/or Add Content sections as necessary.
• Edit Standard Campaign Basics

  You can edit basic information for any standard campaign with a status of Draft. All fields in this section are required.

  1. Click the Standard Campaign Basics link and update any of the following:
  • Enter a Campaign Name that will help to identify the content included or the purpose of the campaign.
  • Select the Campaign Type that best matches the purpose of the campaign. Only use the Account Servicing campaign type to send important account-related communications.

    This campaign type sends to all contacts on the list(s) who are associated to active accounts (regardless of their subscription preferences or list exclusions), except for contacts on Prospect accounts, who are automatically excluded.  

  • Select a From email address. This address displays in the From field for recipients.
  • Select a Reply To email address. If recipients reply to your campaign email, their replies will be sent to this address.
  • Enter a Subject line for the email. You can insert a merge variable if necessary. For a complete list of merge variables, click here.

    To use the Test Merge Variables link, you must have selected at least one list of recipients. Merge variables only populate for client contacts, not for employees. To add a merge variable to the Subject field, do the following:

    1. Place your cursor where you want to add the variable in the Subject field and then click the Insert Merge Variable button or begin typing the merge variable code. When you begin typing the code, a list of merge variables displays for selection.
    2. Select a merge variable from the list to insert it.
    3. Click the Test Merge Variables link to preview the email with the merge variable(s) included. Select a contact in the To: dropdown to populate the variable with that contact’s information in the preview.
    4. Click the Return to Send Email link to continue creating your standard campaign. You must complete all required fields before clicking the Send button.
  • Select a Branding Profile from the dropdown.
  • Select the Language in which any copyright and compliance text will display.
  2. Click the Continue button to return to the Campaign Detail page and continue editing your standard campaign. Click Cancel to discard your changes and return to the Campaigns page.
• Select a different list

  You can change the list(s) of contacts who will receive the campaign, as long as the campaign has a status of Draft. You can select multiple lists if necessary. Dynamic lists in Draft status are not available for selection; you must save them first.

  1. Click the Select List link.
  2. The Select List page displays. Select the checkbox beside each List of contacts you want to use for this standard campaign. If necessary, you can do any of the following to locate a specific list:
  • Filter the Lists by entering a full or partial List Name and clicking the Search button.
  • Sort the Lists by clicking on a column heading. Click the column heading again to reverse the sort order.
  • Browse multiple pages of Lists by clicking the First, Previous, Next, Last, or page number links.
  3. Click the Select button to add the lists to the campaign. Click Cancel to discard your selection and return to the Campaign Detail page.
• Add or Edit Content

  You can add or edit content on any Standard Campaign with a status of Draft. If the campaign was created using the legacy builder, you can only edit its content using the legacy builder. To create campaign emails using the drag-and-drop email builder, you must create a new campaign.

  1. Click the Design Email link label. The Email Builder displays. To change the content included, use the Content Library tile. See Email Builder for more information on building your design.
  2. Click Save to return to the Campaign Detail page and continue editing your campaign.
4. Before sending your campaign, send a test email to ensure that all content displays as intended.
   1. Click the Send Test Email button.
   2. Enter the email address of the Test Email Recipient.
   3. Click Send Test Email.
   4. Review the test email to ensure that it displays correctly.
5. You have two options for sending a one-time campaign:

• Schedule Delivery
  1. Click the Schedule Delivery button.
  2. Enter the Date in mm/dd/yyyy format, or click the calendar to select a date.
  3. Enter the Time (including a space and a.m. or p.m.), or click the clock to select the time.
  4. Click the Schedule Now button to schedule delivery.
• Send Now
  1. Click the Send Now button.
  2. You are prompted to confirm the sending of your campaign. Click the secondary Send button.