Editing a Campaign

Existing campaigns can be edited to update message content, schedule, sender settings, and (for SMS under Sender Selection) the sender. The edit wizard uses the same step-by-step structure as the create wizard, but certain fields are disabled to preserve data integrity.

Who Can Edit Campaigns

Users with the Campaigner, Admin, or Org Admin role can edit campaigns.

When You Can Edit

A campaign can be edited at any time, including while one or more of its runs are sending. You do not need to wait for a Run In Progress to finish, and editing a campaign never interrupts a run that is underway.

Edits never change existing runs

Each run keeps its own snapshot of the campaign taken when the run was created, and sends from that snapshot. Editing the campaign only affects runs created after the edit — it never alters runs that already exist, regardless of their state. This is why editing is safe while a run is in progress: a run that is sending is working from a copy your changes cannot reach.

If you want a change to take effect on the next send, make the edit and then create a new run. A run created before the edit will still send the old content, even if it has not started yet.

Editing versus deleting

Editing and deleting a campaign are gated differently, and the difference follows from the snapshot:

Action	While a run is in progress	Why
Edit	Allowed	The in-flight run sends from its own snapshot, so the edit cannot reach it. It applies to runs created afterwards.
Delete	Blocked	Deletion removes the campaign together with every run and message belonging to it, including the run that is still sending.

To delete a campaign with a Run In Progress, wait for the active run to finish or stop it first. Once no run is active the campaign returns to Ready to Run and the Delete action becomes available. Deleting a single run is gated the same way — see Actions from the Run View.

How to Edit a Campaign

1. Navigate to Outreach and open Campaigns.
2. Find the campaign you want to edit and open the action menu (three dots).
3. Select Edit.
4. The campaign wizard opens in edit mode with the title "Update Campaign".

Edit Wizard Steps

The edit wizard has the same four steps as the create wizard: Overview, Basics, Add Contacts, and Message Template. You can navigate between all steps using the breadcrumb at the top of the wizard and the Previous/Next buttons. The difference is that some fields within certain steps are disabled.

Step 1: Overview

The Overview step is the same as during creation. It displays the Key Concepts cards (Contacts, Campaigns, Messages) as a reference.

Step 2: Basics

The Basics step shows the campaign's existing name, description, and delivery channel. These fields are visible so you can review the campaign's setup, but they are locked and cannot be changed.

Field	Editable?
Campaign name	No
Description	No
Delivery channel (SMS / Email)	No
Schedule (Manual / Repeat)	Yes

info

If you need to change the campaign name, description, or delivery channel, create a new campaign instead.

Editing the schedule

You can change the campaign's schedule — including switching between Manual and Repeat and adjusting the repeat rules. The calendar preview opens in the campaign's timezone and resets to it each time you close and reopen it. When you change the schedule, any previously skipped or overridden occurrences are cleared, and the wizard warns you: "Changing your campaign schedule will reset any previously skipped dates."

Step 3: Add Contacts

The Add Contacts step shows your existing contact data and column mappings, but you cannot change them. An info banner explains that the original contact file is no longer accessible, so contacts and mappings are locked. To use different contacts, you need to create a new campaign.

The Map Columns section displays the field names from the original contact file (CSV, JSON, or XML) and their assigned import types. The mapping dropdowns are disabled.

This step is useful for reviewing which columns were mapped and what variable names are available for use in your template.

Step 4: Message Template

The Message Template step is fully editable. You have access to the same editor experience and tools as during creation:

For SMS campaigns:

• Message text, variables, and quick insert text can all be edited
• The phone preview updates as you make changes
• Under the Sender Selection strategy, you can change the Sender for the campaign

Sender and strategy changes

If an Org Admin has changed the organisation's sender strategy since the campaign was created, the edit wizard adapts:

• Switched to Sender Pool: the sender field is not shown, even if the campaign previously had a sender assigned, so you are not asked to maintain a value that is no longer used. The campaign's saved sender is kept but unused while Sender Pool is active.
• Switched to Sender Selection: the Org Admin assigns a sender to every campaign that does not already have one as part of making the switch, so campaigns arrive with a sender in place. You can change it here like any other campaign sender.

For Email campaigns:

• The full email editor is available with all four tabs (Editor, Sender, Test Data, Attachments)
• You can edit the email body content using the Design or Code editor
• You can switch between editor types (Design and Code), with the same confirmation and content clearing behaviour as during creation
• You can update sender settings (From Email, Reply-to Email, Subject line)
• You can add, remove, or replace attachments
• You can update test data values and send test emails
• You can import or export templates

What Can Be Changed

Element	Editable?
Template content (email body or SMS text)	Yes
Variables and quick insert text	Yes
Schedule (Manual / Repeat)	Yes (clears skipped dates)
Sender (SMS, Sender Selection)	Yes
Sender settings: From, Reply-to, Subject (Email only)	Yes
Attachments (Email only)	Yes
Test data values (Email only)	Yes
Editor type (Design / Code)	Yes (clears body content)
Campaign name and description	No
Delivery channel	No
Contacts / contact file	No
Column mappings	No

Finishing an Edit

When you are done making changes, click Finish on the Message Template step.

• The same validation checks apply as during creation. For email campaigns, the From Email, Reply-to Email, and unsubscribe link are required. Under Sender Selection, a sender is required.
• If all required checks pass, the campaign is updated and returns to the Ready to Run status. Future runs use the updated definition; existing runs are unchanged.

Next Steps

• Campaign Runs — create a run from your updated campaign
• Starting a Run — start a run once your edits are complete