Edit a campaign sequence

To modify a campaign sequence:

  1. Click Admin.

  2. Under Outbound, click Campaign Management.

  3. Click Menu > Channels > Outbound > Campaign Management.

  4. Click the Sequences tab.

  5. Locate the sequence you want to edit by finding its name in the Name column. The name is a hyperlink. Click it to open the entry in edit mode.

    Note: If you edit a sequence that is running, you cannot remove its current campaign.

    edit_sequence

  6. Modify the entry:

    • To add a campaign to the sequence, click + or select a campaign from the blank box.

    • To remove a campaign from the sequence, click the – button next to a campaign.

    • (Optional) Rearrange campaigns by dragging and dropping the handle next to a campaign name.

      Figure shows handle used to rearrange campaign sequences.

  7. Click Save.