Pipeline CRM

    Edit, Turn Off, or Delete an Email Campaign

    Change a campaign after you build it, pause it and pick up where it left off, or remove steps or the whole campaign.

    Before you start:

    • You need the Can manage email campaigns permission. See Understand User Roles and Permissions.
    • Executive users can delete any campaign. Other users can delete only the campaigns they created.

    Edit a campaign

    1. Go to Tools > Email Campaigns.
    2. Open the campaign you want to change.
    3. Edit the step you need.
    4. Save your changes with one of these buttons:
    • Save and Continue: Save and move to the next step in the builder.
    • Save and Close: Save and return to the campaigns list.

    Turn off a campaign

    Turn a campaign off to pause it without losing its setup or its place in the sequence.

    1. Go to Tools > Email Campaigns.
    2. Find the campaign in the campaigns list view.
    3. Toggle the campaign OFF. You can also use the toggle in the top-right corner of the campaign editor.

    While the campaign is off

    • Emails already queued are cleared and won't send.
    • An email that's already in the middle of sending when you turn the campaign off may still be delivered.
    • The campaign's rule for adding people is off too, so no one new joins.

    When you turn it back on

    • Pipeline CRM looks at each person still active in the campaign and schedules only their next unsent email. They then continue through the sequence on the normal delays. Nothing is skipped or sent twice.
    • Each person's next email is due at the time their last email was sent plus that step's delay. If that time passed during the pause, the email sends right away, or at the next delivery window if the campaign has a delivery schedule.

    After a long pause, many people may get their next email at the same time. Pipeline CRM sends 20 emails per minute per user and queues the rest. See Check Your Email Sending Limits.

    People who would have joined the campaign while it was off aren't added automatically when you turn it back on. Add them by hand by selecting them from a list view.

    Delete an email step

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

    Delete a campaign

    1. Go to Tools > Email Campaigns.
    2. Select the campaign in the campaigns list view.
    3. Click Delete.
    4. Confirm in the prompt that appears.

    Deleting a campaign can't be undone. To stop sending without deleting, turn the campaign off instead.

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