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Edit triggers, filters, or frequencies in live campaigns

Learn how changes to triggers, filters, or frequency settings in live campaigns would impact your customers.

Both trigger and filter conditions must be met for people to start moving through your campaign’s workflow.

Some campaigns types — event, form, important date, legacy segment, and attribute or segment — have a frequency setting which controls how many times the same person can enter a campaign. By default, it’s once.

Force people to re-enter a campaign after making changes

If your campaign is triggered by segment membership, attribute changes, objects, or relationships, changes to campaign triggers and filters aren’t retroactive: only people who match your new conditions after you make changes will enter your campaign. If you want to re-evaluate everybody in your workspace against your new conditions, you can stop and restart your campaign.

1. Stop the campaign.
2. Edit your triggers and filters—this might mean editing a segment.
3. Restart the campaign.
4. Choose Current People and future additions to include people who match your updated conditions.

A person will only ever receive one copy of a message each time they flow through a campaign. But forcing people to re-enter a campaign they have already completed means they might receive messages they already received in the past! If that’s not desired, consider choosing Future only instead.

Restart with Current and future matches

Choose Current and future matches if you want people who already match your conditions to enter the campaign. (Re-entry is subject to your campaign’s frequency settings.) This option is available for campaigns triggered by attributes, segments, objects, and relationships.

For campaigns triggered by attributes or segments, people can only have one journey in the same campaign at a time; they can’t have concurrent journeys. So after a person exits your campaign, they may be eligible to re-enter based on the Frequency settings:

• One time: People who have already been through the campaign will not re-enter the campaign.
• At fixed intervals: People will re-enter the campaign at the next interval if they meet your trigger conditions.
• Every re-match: If you choose Current + Future additions, people who already match your trigger conditions will re-enter. If you choose Future only, people will only re-enter after they stop matching then re-match your trigger conditions.

For campaigns triggered by objects or relationships, people can have one or more concurrent journeys in a campaign triggered by an object or relationship. The frequency setting is always “every re-match” so if you choose Current + Future additions, people who already match your trigger conditions will re-enter. If you choose Future only, people will only re-enter after they stop matching then re-match your trigger conditions.

Event-triggered campaigns

Change the trigger event

If you change the trigger event, people currently in your workflow will continue their journey.

Moving forward, the campaign will only trigger based on the new trigger event.

Change the trigger’s event data filter(s)

If you change the trigger’s event data filter, people currently in your workflow will continue their journey.

Moving forward, the campaign will trigger when the trigger event is performed and matches the new trigger event data filter.

Change the segment filter(s)

If you change which segment is the filter or the conditions of the segment filter, we re-evaluate people currently in your campaign based on its exit conditions.

So if you change the segment filter from “In Signed Up” to “In Paying Customers” and the exit condition is “They stop matching the filters,” we’ll re-evaluate the segment filter before people’s next actions (message, update action, delay, etc). People who don’t match the campaign’s new segment filter will exit the campaign. People who do match your campaign’s filter will continue the campaign.

Moving forward, after an event triggers the campaign, people will only begin your workflow if they match the new segment filter conditions.

Legacy segment-triggered campaigns

If you’re editing a trigger and you can only add/remove segments, then you are editing a campaign using our legacy segment trigger. Otherwise, you’re editing a campaign using the attribute or segment trigger.

Change the trigger or filter segment(s)

Only future matches will trigger the campaign. Only people who match the new trigger conditions AFTER the changes are saved will trigger the campaign. People must also match any new segment filter conditions to start your workflow.

If you change the segment (assign a different segment or change the underlying conditions of the segment), the campaign only re-evaluates people currently in your campaign if the trigger or filter is part of your exit conditions. If the exit condition is “They match the conversion criteria,” and you change which segment is assigned to the trigger or filter, then people who don’t match your trigger or filter could still complete the campaign.

Change the frequency

You can change the frequency with which people re-enter a campaign while a campaign is live. Frequency changes work the same for both legacy segment-triggered campaigns and campaigns triggered by attributes or segments.

Attribute or segment-triggered campaigns

If you’re editing a campaign and you’re only able to add/remove segments from the trigger, refer to our info on legacy segment triggers!

If you’re editing a trigger and you can add profile attributes and/or segments, then you are editing a campaign using our attribute or segment trigger.

Change the trigger attributes or segments

Only future matches will trigger the campaign. Only people who match the new trigger conditions AFTER the changes are saved will trigger the campaign.

If you change the attributes or segments (assign a different segment or change the underlying conditions of the segment or attribute), the campaign only re-evaluates people currently in your campaign if the trigger is part of your exit conditions. For instance, if the exit condition is “They match the conversion criteria,” and you change which segment is assigned to the trigger, then people who don’t match your trigger could still complete the campaign.

Change the frequency

You can change the frequency with which people re-enter a campaign while a campaign is live. Frequency changes work the same for both legacy segment-triggered campaigns and campaigns triggered by attributes or segments.

Date-triggered campaigns

Change the trigger conditions

People currently in the campaign will follow your exit conditions; we do not re-evaluate date trigger conditions after they enter the campaign.

People will enter the campaign when they match the new date trigger conditions.

Change a person’s value that the trigger date evaluates

• When frequency is Once, changing the value of a person’s date attribute will NOT cause them to re-enter the campaign.
• When frequency is Monthly: if a person triggered the campaign (i.e. Oct 5th), then their trigger date value is updated to a date in the future in the same month (i.e. Oct 10th), the person WILL re-enter the campaign. They will re-enter after they finish their current journey, even though it’s the same month.
• When frequency is Yearly: if a person triggered the campaign, then their trigger date value is updated to a later date in the same year, the person WILL re-enter the campaign. They will re-enter after they finish their current journey, even though it’s the same year.

Change the segment filter(s)

If you change which segment is the filter or the conditions of the segment filter, we re-evaluate people currently in your campaign based on its exit conditions.

So if you change the segment filter from “In Signed Up” to “In Paying Customers” and the exit condition is “They stop matching the filters,” we’ll re-evaluate the segment filter before people’s next actions (message, update action, delay, etc). People who don’t match the campaign’s new segment filter will exit the campaign. People who do match your campaign’s filter will continue the campaign.

Moving forward, after date triggers the campaign, people will only begin your workflow if they match the new segment filter conditions.

Object & relationship triggers

Below, you’ll learn how editing a live campaign with these triggers impacts your customers. You also have the option to stop and restart the campaign after you’ve made these changes, which may be useful if you want to re-trigger the campaign immediately for people who currently meet the audience criteria. Learn more about the impacts of stopping and restarting a campaign.

“Object updated” trigger

For object-triggered campaigns, you can change the conditions for the trigger and filter as well as the audience that will move through the campaign. The frequency setting is always “every re-match,” so people will be eligible to re-enter your campaign.

Change the trigger conditions

If you update the conditions of the trigger, people currently in the campaign continue to move through it. We do not check trigger conditions after a person starts a journey in an object-triggered campaign. After you change the trigger conditions, the object must meet the new conditions for related people to go through the campaign again.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey. An object must change, based on the new criteria, for people to start another journey.

Change the filter conditions

Changing the filter conditions impacts who will enter the campaign moving forward. Both trigger and filter conditions must be met for people to move through the campaign.

Changes to filters will impact people currently in the campaign only if your exit conditions include filters—either:

• “They stop matching the filters” or
• “They match the conversion criteria or they stop matching the filters”

If the campaign uses one of these exit conditions, then we’ll re-evaluate the filters before the next action in the person’s journey (a message, update action, delay, etc). Then people who don’t match the campaign’s new filters will exit the campaign, while people who do match your campaign’s filter will continue forward.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey. An object must change AND the new filter criteria must be met for people to start another journey.

Change the audience

For object-triggered campaigns, you can change between two options:

• If you change from “every person related to the object” to “certain people related to the object”, people currently in the campaign will continue forward. We only evaluate the audience criteria when the campaign is triggered. When the campaign is triggered in the future, people must meet the latest audience criteria to start a journey.
• If you change from “certain people related to the object” to “every person related to the object”, people currently in the campaign continue forward. We do not check whether people meet the audience criteria AFTER they enter the campaign, only when the campaign is triggered. When the campaign is triggered in the future, every related person will get a journey.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey.

Consider whether each triggering event (the object update) might be related to more than 1,000 people. If so, the campaign will not trigger and no one will get a journey! Learn how to work around this audience limit.

Relationship triggers

Relationship triggers include the “Person added to object” and “Relationship changed with object” triggers. You can change the conditions for the trigger and filter as well as the audience that will move through the campaign. The frequency setting is always “every re-match,” so people will be eligible to re-enter your campaign.

Change the trigger conditions

If you update the conditions of the trigger, people currently in the campaign continue to move through it. We do not check trigger conditions after a person starts a journey in a relationship-triggered campaign. After you change the trigger conditions, the new conditions must be met for the campaign to trigger again.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey. A relationship must change, based on the new criteria, for people to start another journey.

Change the filter conditions

Changing the filter conditions impacts who will enter the campaign moving forward. Both trigger and filter conditions must be met for people to move through the campaign.

It will impact people currently in the campaign only if your exit conditions include filters—either:

• “They stop matching the filters” or
• “They match the conversion criteria or they stop matching the filters”

If the campaign uses one of these exit conditions, then we’ll re-evaluate the filters before the next action in the person’s journey (a message, update action, delay, etc). Then people who don’t match the campaign’s new filters will exit the campaign, while people who do match your campaign’s filter will continue forward.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey. A relationship must change AND the new filter conditions must be met for people to start another journey.

Change the audience

For relationship-triggered campaigns, you can change between three options:

• The person that was added to the object
• Every person in the object
• Certain people related to the object based on profile or relationship attributes

No matter which option you change to, people already in the campaign will continue forward. We do not evaluate audience criteria AFTER the campaign is triggered.

Since the frequency is always “every re-match,” people who have already completed a journey through the campaign, or are currently in one, can start another journey.

Consider whether each triggering event (a new or updated relationship) might be related to more than 1,000 people. If so, the campaign will not trigger and no one will get a journey! Learn how to work around this audience limit.