Edit Campaign

Change campaign settings, recipients, and emails of already created campaigns

Milos avatar
Written by Milos
Updated over a week ago

It is quite simple to edit a campaign inside Autoklose:

  • Log into your Autoklose account

  • Click the Campaigns page on the left ( https://app.autoklose.com/campaigns )

  • Hover over the desired campaign, and click the Edit button on the right side


  • Click the name of the desired campaign

  • On the Details page, hit the Edit button

The Edit mode starts in Campaign Review (Step 5). From here, simply click the Edit button for the Step of the campaign you wish to edit.

The Campaign info section shows the most important settings from Step 1. To change campaign settings, click the Edit button on the right. Campaign settings are important for behavior and automation, so please find out more about this process in a separate article.

The Recipients section shows a quick overview and the number of campaign leads. It is possible to add more leads or remove the ones that have already been imported. Please check this article for more information.

The Email sequence section contains an Edit option with quick links for each email of the campaign.

They lead directly to a specific email in Step 4 (Customize Template).

Please note that if the campaign is already in some sort of active state (Pending, In progress, Paused, or Finished), it is not possible to change the Template in Step 3. The template can be changed only inside Draft campaigns. Find out more about how to change the text of emails in this article.

Please note that it is not recommended to change the order or delete emails if the campaign was or is in an Active state since they will no longer be in the required position, and the campaign can get stuck and not progress past the edited part. Draft campaign emails can be changed in any way without any consequences.

Please note that campaigns in Draft can be edited at any given time, while for all other campaigns, it is necessary to be careful since changing some settings like FROM EMAIL or deleting emails from the sequence can create issues or stop the campaign.

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If you have any questions, do not hesitate to initiate a live chat.

Happy klosing! :)

Your autoklose.com team!

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