Quick setup checklist
Use these steps to edit an existing campaign event safely.
Start by opening the campaign that contains the event you want to update.
- Click the Campaigns icon in the top navigation
- Select the campaign that contains the event 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
- Keep: Page title visible
- Blur: Sensitive campaign names if needed
Locate and open the event you want to edit.
- In the campaign view, find the event in the events list
- Click the event’s date label (for example, “Join Date”)
Tip
From this page, you can also navigate to the contact group or flow linked to the event by clicking the blue, hyperlinked text (when available).
[CAPTURE 2: Campaign event list with event date clicked]
Screenshot checklist — CAPTURE 2
- Campaign detail view
- Show: List of campaign events
- Show: Event date label highlighted or selected
- Show: Blue hyperlinks to group or flow (optional but recommended)
Before you begin
- The campaign already exists
- The campaign contains at least one event
- You understand that changes apply to future executions only
Note
Editing an event does not retroactively change events that have already been sent or executed.
Open the event menu to access editing options.
- Click the menu icon in the upper-right corner
- Select Edit
[CAPTURE 3: Edit option in campaign event menu]
Screenshot checklist — CAPTURE 3
- Event detail view
- Show: Menu icon
- Show: Edit option clearly visible
- Keep: Event context visible (do not crop too tightly)
In the Update Event dialog, edit the settings you need. These changes will affect future executions of the event.
Editable options
- Action type: switch between Start a Flow and Send a Message
- Flow selection: choose a different flow to start
- Timing (offset): change how long before or after the reference date the event runs
- Reference Date & Time field: select a different Date & Time contact field
- Flow handling: stop an active flow and run the event, or skip the event if the contact is in a flow
[CAPTURE 4: Update Event dialog with editable fields]
Screenshot checklist — CAPTURE 4
- Update Event dialog open
- Show: Action selector (Message / Flow)
- Show: Offset configuration (amount + before/after)
- Show: Date & Time field dropdown
- Show: Flow handling option (stop vs skip)
- Avoid: Real message content or phone numbers
Apply your updates and confirm the event appears as expected in the campaign schedule.
- Review the updated event configuration
- Click Save to apply the changes
- Confirm the updated timing or action appears in the events list
[CAPTURE 5: Save button and updated event visible in list]
Screenshot checklist — CAPTURE 5
- Campaign events list after saving
- Show: Updated event timing or action
- Keep: Clean, readable layout
Common issues
I can’t edit a campaign event
Possible cause: The campaign is archived.
Fix: Reactivate the campaign before editing events.
My changes didn’t affect contacts who already received messages
Explanation: Campaign event edits only affect future runs.
Fix: No action needed—this is expected behavior.
The event stopped a flow unexpectedly
Cause: The event is set to stop active flows.
Fix: Edit the event and select skip the event if the contact is in a flow.