Editing and Saving Your Campaign
Making Changes: After modifying any campaign steps, use:
- “Save and Continue” to proceed to the next step in the builder.
- “Save and Close” to save changes and return to the campaigns list.
Deleting Email Steps:
- ❌ Steps with Sent Emails: Cannot be deleted to maintain accurate tracking and reporting. Instead, you can disable these steps.
- ✅ Steps without Sent Emails: Can be deleted entirely from the campaign.
Deleting a Campaign
- Access the Campaign List: Navigate to the campaigns list view to locate the campaign you wish to delete.
- Select the campaign.
- Click Delete 🗑️.
- Confirmation Prompt: Upon selecting “Delete,” a confirmation modal will appear to ensure you intend to proceed, as this action is irreversible.
- Executive Users: Can delete any campaign.
- Basic Users: Can only delete campaigns they have created.
