Modifying Campaigns

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Editing Campaigns 

There may come a time when you need to edit how a campaign functions. Campaigns can be edited and saved as necessary.

To edit campaigns, do the following:
 

1. Click Campaigns > Campaigns.
   
   
    
2. Hover over the desired campaign and click    Edit.
   
   

   
    

3. Make any necessary edits and then click Save Changes.
   
   

    

Creating Folders 

You can sort and house campaigns in folders. 

To create campaign folders, do the following:

1. Click Campaigns > Campaigns in the left toolbar.
   
   
    
2. Click Create Folder.
3. Enter a name for the folder and then press Enter on your keyboard or click outside of the text field.
   
   

   
    

If you do not have folders available, campaigns will be deposited in the All folder by default.

Editing and Deleting Folders

If you no longer like a folder's name, you can edit it and rename it to something else. If you no longer need a folder, you can delete it. 

To edit folder names or delete a folder, do the following:
 

1. Click Campaigns > Campaigns in the left toolbar.
   
   
    
2. Hover over the desired folder. To:
   • Edit the folder name: Click    Edit and enter a name for the folder. Press Enter on your keyboard or click outside of the text field.
   • Delete a folder: Click    Delete and then click Delete again.
     
     

Moving Campaigns into Folders  

You can move campaigns from one folder into another.

To move campaigns into folders, do the following:

1. Click Campaigns > Campaigns in the left toolbar.
   
   
    
2. Hover over the desired campaign and click    Options.
3. Hover over Move tofolder.
4. Select the desired folder in the list that appears.
   
   

    

Deactivating and Reactivating Campaigns 

Campaigns cannot be deleted. They can, however, be deactivated. Deactivated campaigns will not create or store interactions.

After deactivating, campaigns can be reactivated. When activated, the campaign will resume creating and storing interactions. If your campaign has been inactive for some time, consider reviewing and editing any necessary campaign settings.

To deactivate or reactivate campaigns, do the following:
 

1. Click Campaigns > Campaigns in the left toolbar.
   
   
2. To:
   • Deactivate: Select Active from the Activity drop-down menu. Hover over the desired campaign, click    Options > Deactivate.
     
     

      

   • Reactivate: Select Inactive from the Activity drop-down menu. Hover over the desired campaign, click    Options > Activate.
     
     

      

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