How to delete, edit, view, clone, or archive a campaign

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Learn about the actions available for your campaigns before, during, and after sending. Note that, depending on the status of your campaign, some options may not be available. For example, a sent campaign cannot be edited. However, you can edit a draft campaign, or a scheduled campaign that has been paused. 

Table of contents

There are several actions available for campaigns:

Delete a campaign

Campaigns in draft mode (i.e., not yet scheduled or sent) can be deleted. Scheduled, sending, and sent campaigns cannot be deleted, but you can archive them

Once deleted, a campaign cannot be recovered.

  1. Navigate to the Campaigns tab
  2. Click the three dots icon to the right of the campaign you would like to delete
  3. Click Delete
  4. Click Delete Campaign in the modal to confirm and delete 

A user deletes a campaign using the right-hand menu

Edit campaign content

You can edit any campaign that hasn’t yet been sent (including campaigns that are scheduled to send at a future time, as long as you pause them first). Messages that have already been sent cannot be edited. 

Edit a draft or paused campaign 

  1. Navigate to the Campaigns tab
  2. Click on the draft campaign you would like to edit, or select the three dots icon on the right-hand side and click Edit Content
  3. Update as desired 
  4. Navigate through the scheduling steps to send the campaign

Edit a scheduled campaign

  1. Navigate to the Campaigns tab
  2. Click the name of the campaign you’d like to edit
  3. On the following page, click Pause and Edit to pause the campaign
  4. Update as desired 
  5. Navigate through the scheduling steps to un-pause the campaign

Edit a partially sent campaign 

If you notice an error in a campaign that is mid-send, you can cancel the campaign to make adjustments. 

Note that the messages that have already been sent cannot be edited. Canceling a campaign mid-send and resending it will only correct the mistake for recipients who were queued for sending, but had not yet received it. 

There are three main steps to editing a campaign mid-send: 

  1. Cancel the campaign
  2. Create a segment of the recipients who already received the campaign
  3. Edit and resend the campaign to those who have not yet received it, excluding the segment of initial recipients 

Cancel the campaign

  1. Navigate to the Campaigns tab
  2. In the three dots icon to the right of the campaign name, click Cancel

Identify those who have already received the campaign

  1. Navigate to the Lists & Segments tab
  2. Click Create List/Segment
  3. Click Segment
  4. Create a segment with the following definition: What someone has done > Received Email > at least once over all time > where campaign name equals ___
    A segment definition to locate people who have already received a message
  5. Click Create Segment

Make sure to select the name of your campaign from the dropdown menu that appears. 

Edit and resend the campaign

  1. Navigate to the Campaigns tab
  2. Open the three dots icon for the canceled campaign 
  3. Click Clone
  4. Apply your edits to the cloned version of the campaign
  5. Select the segment you created in the last step in the Don’t send to field
    On the campaigns page, the segment from the section above is excluded
  6. Send the campaign 

Reschedule a campaign

  1. Navigate to the Campaigns tab
  2. Click the name of the campaign you’d like to reschedule
  3. On the following page, click Reschedule
  4. Select a new send time
  5. Click Schedule to apply the changes

Rename a campaign

You cannot change the name of a campaign once it's been sent. To change the name of a draft or scheduled campaign: 

  1. Navigate to the Campaigns tab
  2. If your campaign has already been scheduled, hover over the message and click Pause and Edit
  3. Click the name of the campaign you’d like to rename
  4. On the following page, insert the new campaign name into the Name field

View a campaign

Once a campaign has been sent, you cannot edit any part of the campaign or campaign settings, but you can view the content.

  1. Navigate to the Campaigns tab
  2. Find the campaign you would like to view and click the three dots icon to the right of the campaign name
    A user views a campaign using the right-hand menu
  3. Click View Campaign

Clone a campaign

You can clone a campaign in any status (i.e., draft, scheduled, or sent) to make a copy of it for future use. The new version of the campaign will be set to draft mode by default. 

If you are cloning a campaign in order to reuse a template you use regularly, consider cloning the campaign and then saving the campaign as a template

  1. Navigate to the Campaigns tab
  2. Find the campaign you would like to clone and click the three dots icon to the right of the campaign name
  3. Select Clone
  4. Optional: In the modal, change the name of the cloned campaign and the list/segment it sends to.
  5. Click Clone Campaign in the modal to confirm and clone

Archive a campaign

You can archive any campaign that has been sent or canceled. Draft campaigns can be deleted, but not archived. 

  1. Navigate to the Campaigns tab
  2. Find the campaign you would like to archive and click the three dots icon to the right of the campaign name
  3. Click Move to Archive
    A cursor hovers over the archive button

To return to your unarchived campaigns, click the Campaigns tab in the left sidebar. 

Unarchive a campaign

Archived campaigns do not appear on the default Campaigns tab. To view and unarchive an archived campaign: 

  1. Navigate to the Options dropdown menu in the upper right-hand corner of your screen
  2. Click View Archived Campaigns
  3. Click the three dots icon to the right of the campaign name and select Unarchive to unarchive your campaign
    A user un-archives a campaign

View summary details for a scheduled campaign

To review the details of a scheduled campaign (including the send time, message content, send lists, and more): 

  1. Navigate to the Campaigns tab 
  2. Click the name of any scheduled campaign
  3. On the following page, review the message’s details 

If needed, you can pause the campaign to make edits. 

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