Quick setup checklist
Use these steps to edit a campaign safely without disrupting your existing event configuration.
Click the Campaigns tab in the top navigation, then locate and select the campaign you want to edit.
[CAPTURE 1: Campaigns list with a campaign selected]
Screenshot checklist — CAPTURE 1
- Navigate to Campaigns
- Show: Campaigns list
- Show: One campaign clearly selected or highlighted
- Keep: Page title visible
- Blur: Sensitive campaign names if needed
Before you begin
- The campaign already exists
- You understand that changing the group may affect which contacts receive future events
Important: Editing a campaign does not delete or reset existing campaign events, but changing the group may change which contacts are eligible for those events.
In the campaign view, click the menu icon (☰) in the upper-right corner, then select Edit.
[CAPTURE 2: Edit option in campaign menu]
Screenshot checklist — CAPTURE 2
- Campaign detail view
- Show: Menu icon
- Show: Edit option visible
- Avoid: Cropping out campaign context
Using the Edit Campaign dialog, you can modify the campaign name and the single contact group the campaign operates on.
- Update the campaign name as needed
- Select a different contact group, if required
- Click Save Changes
[CAPTURE 3: Edit Campaign dialog]
Screenshot checklist — CAPTURE 3
- Edit Campaign dialog open
- Show: Campaign name field
- Show: Group selection dropdown
- Show: Save Changes button
- Use: Generic campaign and group names
What changes (and what doesn’t)
- Campaign name updates immediately.
- Target group changes which contacts are eligible for all future event executions.
- Existing events stay configured (timing/actions), but run against the updated group.
After saving, confirm the updated campaign name and/or group are visible in the campaign view.
[CAPTURE 4: Campaign view after changes saved]
Screenshot checklist — CAPTURE 4
- Campaign detail view
- Show: Updated campaign name and/or group
- Keep: Clean, readable layout
Common issues
I can’t change the campaign group
Possible cause: The campaign is archived.
Fix: Reactivate the campaign before editing.
Changing the group caused events to stop sending
Explanation: Contacts in the new group may not meet campaign requirements (for example, missing Date & Time contact fields referenced by events).
Fix: Verify contacts in the selected group have the required Date & Time contact fields populated.
I want to change campaign timing or actions
Explanation: Campaign details and campaign events are edited separately.
Fix: Edit the campaign event (not the campaign) to change timing, action type, or flow/message selection.