Editing and Deleting Email Campaigns

    Change a campaign after you've built it, disable steps you can't remove, and delete a campaign entirely.

    Save Your Changes

    After editing any campaign step, use one of these:

    • Save and Continue — save and move to the next step in the builder.
    • Save and Close — save and return to the campaigns list.

    Delete an Email Step

    • Steps that have already sent emails can't be deleted. Removing them would break your tracking and reporting. Disable the step instead.
    • Steps that haven't sent anything can be deleted from the campaign.

    Delete a Campaign

    1. Go to the campaigns list view and find the campaign.
    2. Select the campaign.
    3. Click Delete 🗑️.
    4. Confirm in the prompt that appears.

    Deleting a campaign can't be undone.

    Who can delete a campaign: Executive users can delete any campaign. Other users can delete only the campaigns they created themselves. See Understand User Roles and Permissions.

    Need help? Contact support at customercare@pipelinecrm.com.