Edit a schedule entry for a campaign or campaign sequence

To edit a schedule entry, follow these steps:

  1. Click Admin.

  2. Under Outbound, click Campaign Management.

  3. Click the Schedule tab.

  4. To set the duration of time displayed in the calendar view, click Month, Week, or Day.

  5. If needed, navigate to the date of the schedule you want to edit using the Next or Previous buttons.

  6. Click the schedule entry that you want to edit. The Update Schedule dialog box opens. Update schedule window for editing a scheduled entry.

  7. (Optional) Select a different campaign or sequence for this schedule.

  8. (Optional) Select a time zone from the Time Zone list. This process identifies the time zone used by the resource and eliminates the need to calculate offsets between the time zone of the administrator and the zone of the resource.

    Tip: The schedule view shows schedules in the local time of the person viewing them. But when configuring a schedule entry, you express dates and times the same way someone would in their local time. Setting a zone makes it easier to figure out what you’re doing.

    For example, if a campaign administrator in Indiana schedules a resource to run from 9 AM to 6 PM in Hawaii, they do not need to figure out what time that is in Indiana local time. Instead, select Pacific/Honolulu as the time zone, and then set the start time to 9 AM and the end time as 6 PM. The administrator can be confident that the resource runs between 9 AM and 6 PM Hawaiian time, without having to calculate offsets between the current Indiana time zone and the resource’s time zone.

  9. (Optional) Update the start date, start time, end date, and end time. The start date of a schedule entry cannot be in the past. The user interface validates this condition and warns, “the start cannot be in the past.”

  10. Click Save.

To edit a recurring event:

  1. Click the recurring event to edit. In the dialog box that appears, click Edit event. Shows editing a recurring event.
  2. Select one of the following to update your recurring event:
    1. Select Edit occurrence, and on the Update Schedule Occurrence window, update the single occurrence of the event.
    2. Select Edit series, and on the Update Schedule Series window, update all occurrences of the event.