Edit a Drip Campaign

Depending on a drip campaign’s status, different parts of it may be available for editing:

• Draft or Scheduled: You can edit any part of the campaign because it has never been sent. Your changes are saved automatically. Adding a schedule to a drip campaign in Draft status changes its status to Scheduled. Recipients will begin receiving campaign emails once the schedule as started. See the Edit a Draft or Scheduled Drip Campaign section for details on editing drip campaigns in these statuses.
• Active or Active (Draft): These campaigns have already started sending to the recipients on the selected list(s). Use the Edit Campaign button to return an Active drip campaign to Active (Draft) status and modify its campaign settings or email content. You cannot add, delete, or rearrange emails in the campaign. You also cannot edit the schedule. Instead, make a copy of the campaign, configure the schedule, and delete the original. If you make changes to an Active (Draft) campaign, use the Publish Changes button to apply them. See the Edit an Active Drip Campaign section for details on editing drip campaigns with this status.
• Completed: These campaigns are no longer sending to recipients and cannot be edited.   

You can hide Active or Completed drip campaigns that you no longer need to access regularly. Hiding drip 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 drip campaign to the default list. Hiding a drip campaign does not affect any scheduled distributions.

If necessary, you can end an Active drip campaign, either immediately (End Now) or by sending the remaining emails to existing recipients only (Taper Off). See the End Drip Campaign section for more information about these options.

See Campaigns for information about the types of campaigns available.

Edit a Draft or Scheduled Drip Campaign

Perform the following steps to edit a drip campaign with a Draft or Scheduled status. You cannot modify the delivery schedule of a Scheduled drip campaign.

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 Filter 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 Drip Campaign Builder page, click the Campaign Name in the list.
3. From the Drip Campaign Builder page, you can do any of the following:
• Edit Campaign Settings

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

  1. Click the Campaign Settings icon .
  • Enter a Campaign Name to help you and other Marketing Automation users 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 the Language in which any copyright and compliance text will display.
  2. Click Continue to access the Drip Campaign Builder page. You can do any of the following:
  • Click the Back button to return to the Drip Campaign Builder page and make additional edits.
  • To preview a campaign email, click on its tab. To populate merge variables and Dynamic Branding and Servicing information, select a Contact.
  • To send a test email, select a Contact from the dropdown, enter the address of the Test Email Recipient, and click the Send Test Email button.
  • Add or edit the Delivery Schedule or Scheduled End Date.

    In the Scheduled End Date frame, you have two options:

    • If you do not select a Scheduled End Date, the campaign will run indefinitely and send emails to any new contacts added to the list(s) at the intervals you selected, starting on the date they are added to the list. The system checks the list(s) for new contacts each day at the time  you set for the first email in the campaign. It sends the first email to any new contacts at the same time the following day, and it sends subsequent emails at the intervals you defined.
    • If you select an end date from the calendar , no new contacts added to the included list(s) will begin receiving campaign emails after that date. However, existing recipients will receive the remainder of the emails at the intervals you defined.
    1. In the Delivery Schedule frame, specify when the first email will send by clicking the calendar  to select the date and the time dropdown to select the time. All subsequent emails are scheduled relative to this date and time.
    2. If the drip campaign contains more than one email, schedule each email:
    1. Enter the number of days, weeks, or months between emails in the Send field.
    2. Select Days, Weeks, or Months from the dropdown.
    3. Select the time when the email will send from the dropdown.
  • View Exceptions (Dynamic Branding and Servicing only)
  • Test Merge Variables
  • Start Drip Campaign
• Add or remove lists

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

  1. Click the Lists card in the chain to open the Lists section, where you can add or remove lists as needed.

     To remove an existing list from the Who should receive this campaign? field, click the X for that list. Remember, you must have at least one List selected before you can start the drip campaign.

     1. To add one or more lists, click the Select Lists link label.
     2. The List Selection page displays. Select the checkbox beside each List of contacts you want to use for this drip campaign. If necessary, you can do the following to locate a specific list:
     1. Filter the Lists by entering a full or partial List Name and clicking the Filter button.
     2. Sort the Lists by clicking on a column heading. Click the column heading again to reverse the sort order.
     3. Browse multiple pages of Lists by clicking the First, Previous, Next, Last, or page number links.
     3. Click the Select button to add the list(s) to the drip campaign. Click the Cancel button to discard your selections and return to the Drip Campaign Builder page.
  2. When you are finished, click the Continue button to go to the Drip Campaign Builder page.
• Add, Edit, or Delete Content

  You can add or edit content on any drip campaign with a status of Draft or Scheduled.

  1. Click on an email in the campaign journey and click Edit to open the Email Builder. See Email Builder for more information about building your design.

  2. When you are finished modifying your email, click Save to close the Email Builder and continue editing your campaign.

• Modify or Cancel  the Delivery Schedule (Scheduled and Draft campaigns only)

  You can only modify or cancel the delivery schedule for a drip campaign in Draft status. If the campaign is Scheduled, you can use the Cancel Scheduled Delivery button on the Drip Campaign Details page to reset it to Draft status if necessary. Once the campaign has been sent, the delivery schedule cannot be changed.

  1. If the Drip Campaign Builder page does not display, click Continue to access it.
  2. To return a Scheduled campaign to Draft status for editing, click the Cancel Scheduled Delivery button.
  3. To configure the schedule, select a date from the calendar and a time from the dropdown in the Delivery Schedule frame to schedule the first email.
  4. If the drip campaign contains additional emails, do the following to schedule them:
  1. Enter the number of days, weeks, or months between emails in the Send field.
  2. Select Days, Weeks, or Months from the dropdown.
  3. Select the time when the email will send from the dropdown.
• Test Merge Variables

  If you have added any merge variables to a campaign email, you can preview them to see the email as a recipient would. Merge variables only populate for campaign emails sent to client contacts, not for emails sent to internal employees. Merge variables populate as entered until you select a specific contact from the Test Merge Variables for Contact dropdown.

  1. Click on the email in the campaign journey to display the Email Builder for it.
  2. Select a contact from the Test Merge Variables for Contact dropdown to populate the merge variable(s). If you are using Dynamic Branding and Servicing, the From, Reply To, and/or signature populate for the employee assigned to the selected Servicing Role on the contact's client account in Applied Epic.
  3. For a preview of the email as a contact would receive it, enter your email address in the Test Email Recipient field and click the Send Test Email button.
  4. Repeat these steps to test the merge variables for a different email in the campaign.
• Send a test email

  You can send a test email to see it as a recipient would. By default, any merge variables display as entered until you select a specific contact from the Test Merge Variables for Contact dropdown.

  1. Click on the email in the campaign journey to display the Email Builder for it.
  2. Enter the email address of the Test Email Recipient.
  3. Click the Send Test Email button.
• Start Drip Campaign

  Review all details of the drip campaign to confirm that no additional changes are necessary. Once you start the drip campaign, you can no longer edit its schedule. If you need to modify the schedule, you must make a copy of the drip campaign, end and/or delete the original drip campaign, and manually add the new schedule to the copy.

  1. Click the Continue button.
  2. Once you are satisfied everything is correct, click the Start Campaign button.
• End Drip Campaign

  If you do not want the drip campaign to continue indefinitely, you can end it immediately or set it to taper off. The Taper Off option sends the remaining emails to current recipients without adding any new recipients. The campaign officially ends when the last recipient receives the last email. The End Now option stops the drip campaign immediately, without sending additional emails to any recipients.

  You can only end a drip campaign in Active status. Once you end a drip campaign, you cannot restart it.

  1. Click the End link label to open the End Drip Campaign pop-up window.
  2. Do one of the following:
  • Click the Taper Off button to send the remaining emails to the existing recipients but stop adding new recipients. Once the last recipient receives the last email, the drip campaign will officially end.
  • Click the End Now button to end the campaign immediately without sending additional emails to any recipients.
  3. A Success pop-up displays. Click the X to close it.
• View Exceptions (Dynamic Branding and Servicing only)

  If you are using Dynamic Branding and Servicing and the campaign cannot send to a recipient, an exception occurs. Exceptions do not prevent you from scheduling or starting the campaign, but the affected contacts will not receive the campaign email(s).

  1. Click the Continue button to check for exceptions before starting the campaign.
  2. If any exceptions exist, the Exceptions label displays. Click the link beside it to view the contacts with exceptions and the reasons.
  3. Click the Export to CSV button to export the exception list if necessary.
4. Before you start the drip campaign, you can send a test email to ensure that all content displays as intended.

Edit an Active Drip Campaign

You cannot make as many kinds of changes to Active drip campaigns as Draft or Scheduled drip campaigns. You can temporarily pause an Active drip campaign to edit its overall Campaign Settings, Email Builder settings, and existing email content for future recipients. The original campaign continues to send emails to existing recipients until you publish your changes. Only new recipients receive the edited campaign emails (emails are not resent to recipients who have already received them).  

Changes to Active drip campaigns are not saved until you publish them. Depending on the changes you need to make, it may be better to create a new drip campaign than to edit an active one. Consider these limitations to guide your decision:

• An Active campaign’s schedule cannot be modified.
• You cannot add or remove lists from an existing campaign.
• You cannot add additional emails or reorder existing emails on an Active campaign.
• Once you publish changes to a campaign, you cannot undo them.

To edit the campaign settings or email content of an Active drip campaign, do the following:

1. Locate the campaign from the list on the Campaigns or My Campaigns page. 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 Filter 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. Click on the Campaign Name to open it.
3. On the Drip Campaign Details page, click the Edit Campaign button.
4. The Edit Active Campaign pop-up window displays. Click the Edit button. None of your changes will be applied until you publish them.
5. Make changes to any of the following:
• Campaign Settings

  Edit the campaign’s basic information as needed. If your campaign has already begun sending to recipients, these changes will only be applied to new recipients on future campaign email distributions (emails are not resent to recipients who have already received them).

  1. Click the Campaign Settings icon and do any of the following:
  • Edit the Campaign Name to help you and other Marketing Automation users identify the content included or the purpose of the campaign.
  • Change the Campaign Type to the option 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 the Language in which any copyright and compliance text will display.

• Campaign Email(s)

  You can only edit the content of existing campaign emails. You cannot add, delete, or reorder emails. In the Email Builder, you can modify an email’s basic information (such as the name, subject line, or branding profile) and add, edit, and delete content.

  1. Click on an email to display the Email Builder frame and do any of the following:
  • Edit the Name of the email.
  • If necessary, select a different Branding Profile for the email.
  • Edit the Subject Line that will display to recipients. You can insert a merge variable if necessary. If you are using Dynamic Branding and Servicing, the contact name, contact email, and contact phone merge variables populate based on the selected dynamic servicing role. Refer to Merge Variables for a complete list and detailed information. 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. Select a contact from the Test Merge Variables for Contact dropdown to populate the merge variable(s). If you are using Dynamic Branding and Servicing, the From, Reply To, and/or signature populate for the employee assigned to the selected Servicing Role on the contact's client account in Applied Epic.
    4. For a preview of the email as a contact would receive it, enter your email address in the Test Email Recipient field and click the Send Test Email button.
  • Select a different From and/or Reply To address if necessary. Note that changing the From address form a dynamic to a static option disables Dynamic Branding for the email signature (as well as Dynamic Servicing for the From address).
  • To edit the design of an email in your campaign, click on the email in the campaign journey, then click Edit. See Email Builder for more information on building your design.
  • When you are finished modifying the email, click Save to close the Email Builder and continue editing your campaign.
  • You can also do any of the following:
  • Test Merge Variables

    If you have added any merge variables to a campaign email, you can preview them to see the email as a recipient would. Merge variables only populate for campaign emails sent to client contacts, not for emails sent to internal employees. Merge variables populate as entered until you select a specific contact from the Test Merge Variables for Contact dropdown.

    1. Click on the email in the campaign journey.
    2. Select a contact from the Test Merge Variables for Contact dropdown to populate the merge variable(s). If you are using Dynamic Branding and Servicing, the From, Reply To, and/or signature populate for the employee assigned to the selected Servicing Role on the contact's client account in Applied Epic.
    3. For a preview of the email as a contact would receive it, enter your email address in the Test Email Recipient field and click the Send Test Email button.
    4. Repeat these steps to test the merge variables for a different email in the campaign.
  • Send Test Email

    You can generate a test email to see it as a recipient would by doing the following:

    1. If your drip campaign contains multiple emails, click the tab for the email that you want to test.
    2. Enter the email address of the Test Email Recipient.
    3. Click the Send Test Email button.
  2. Repeat these steps to make changes to other emails in the campaign.
6. If you are using Dynamic Branding and Servicing, check for any exceptions, which are problems that prevent certain contacts from receiving campaign emails.
1. Click the Continue button to check for exceptions. The Exceptions label on displays if exceptions exist.
2. Click the link beside Exceptions to view the contacts with exceptions and the reasons.
3. Click the Export to CSV button to export the exception list if necessary.
7. To save your changes and apply them to campaign emails sent to new recipients, click the Publish Changes button. Your changes will only be sent to new recipients. Edited emails are not resent to existing recipients. To discard your changes and return to the campaign to its previous saved state, click the Cancel lin