Daily Workflows

Edit Campaign Steps

Summary

Refine campaign timing and messaging as performance data and lead behavior evolve.

Steps

  1. Open campaign detail.
  2. Edit, reorder, or remove steps.
  3. Save and verify final sequence order.

Expected Result

Campaign logic reflects current strategy without enrollment regressions.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Edit Campaign Steps: Open campaign detail.
desktop Open campaign detail.
Mobile screenshot for Edit Campaign Steps: Open campaign detail.
mobile Open campaign detail.

Step 2

Desktop screenshot for Edit Campaign Steps: Edit, reorder, or remove steps.
desktop Edit, reorder, or remove steps.
Mobile screenshot for Edit Campaign Steps: Edit, reorder, or remove steps.
mobile Edit, reorder, or remove steps.

Troubleshooting

  • If a step cannot save, verify required fields.
  • If order is inconsistent, refresh detail and verify sequence again.