Edit a running campaign

You can add steps to a campaign that is running or paused, without recreating it or losing its contacts. A campaign that has not been launched yet can be edited freely, as before.

Adding steps

1. Open the campaign, Workflow tab.
2. Add your steps between two existing steps. Accepted: email, wait, LinkedIn step, call and manual task. You can also place them on the "yes" or "no" exit of a condition.
3. A message says "N step(s) added, not saved yet". Click Review and save (or Discard additions).
4. Read the preview, then click Add the steps.

An added step must be complete: an email has a subject and a text, a LinkedIn message has a text, a wait lasts at least one unit and at most 90 days.

What the preview shows

Before saving, FluenzR computes the effect on the contacts currently in progress:

• how many will go through the new steps (those upstream of the insertion point);
• how many will not: they are already further along, or waiting right after;
• if the steps are on a branch, that only contacts taking that branch will go through them;
• if no contact is in progress, that the new steps will apply to the next contacts.

Contacts never go backwards

A contact that has passed the insertion point does not go back: it does not go through the new steps and nothing is sent again.

For contacts waiting right after the new steps, you decide. By default they do not go through them. If you tick Send the contacts waiting right after through the new steps, those that have not done anything on that step yet are put on the first new step. A wait already in progress is never shortened. If the step right after has several entries, FluenzR cannot tell where those contacts came from and does not move them.

Editing the content of existing steps

Texts and settings of existing steps can still be edited. Two effects to know:

• if you change the weights or the number of variants of an A/B test, the comparison in progress is skewed;
• if you change a condition, the preview says how many contacts will be evaluated right away.

What is not possible yet

• Deleting a step from a running campaign: contacts are positioned on it.
• Adding a condition, or changing the type of an existing step.
• Rewiring the links between steps: only adding a step between two steps is possible.

For these changes, create a new campaign.

History and conflicts

Each change to a running campaign is saved as a workflow version, with the number of contacts moved. If the campaign was modified in the meantime (for example from another tab), FluenzR refuses the save: "The campaign was modified in the meantime. Redo the addition on the up-to-date version."

Next

• Workflow editor
• Calls and manual tasks