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Edit workflows in live campaigns

Learn how changes to your campaign workflows impact customers.

Change or delete delays

Shorten a delay

If you shorten a delay, like from 7 days to 5 days, all people waiting in that particular delay are re-evaluated. You will see a processing circle while this is happening.

• People who have already waited for more than the new delay (in our case, more than 5 days) will immediately move to the next action.
• Everyone else continues waiting in the delay for the required period.

Lengthen a delay

If you lengthen a delay, like from 5 days to 7 days, people currently waiting will continue to wait until the new time period has elapsed.

Delete a delay

• People automatically move to the next action in the workflow.
• If the next item is a delay or a time window, they wait the required number of minutes/hours/days or until the time window is open.
• If the next item is a message or other item (attribute update, webhook), it is triggered immediately.

Change or delete time windows

Limit or extend a time window

People adapt to the new time window. If the time window wasn’t open before the change, but it is now, everyone previously waiting will move to the next action in the workflow.

As an example, let’s say it is currently Monday at 09:30. There is a time window currently set to allow sending on Tuesday and Thursday from 09:00 to 12:00, and we alter it to allow sending on Monday from 09:00 to 12:00 also. People currently waiting in the delay will immediately proceed to the next action in the workflow. If, instead, we were to alter it to allow sending on Monday from 10:00 to 12:00, all people waiting in the time window would be scheduled to move to the next action in the workflow at 10:00 (i.e. in 30 minutes), instead of waiting until Tuesday at 09:00.

Delete a time window

All the people waiting for the time window to open will immediately move to the next action in the workflow.

Change messages or actions

Move an existing message

People who received the message previously won’t receive it again, even if the content is different now.

If the message is set to “Queue Draft,” the campaign does not draft another message for people who already have a draft, even if the draft was deleted.

Delete a message

People waiting in any delay/time window before that message will move to the next action following the deleted message (if one exists).

Edit message/action content

• While we autosave changes to a message in a draft campaign, we do NOT autosave changes to a message in a live campaign; you must click Save. After you save a message, we’ll automatically update drafted messages to reflect your changes, but we cannot update messages that have already been sent.
• People who received the message previously won’t receive an updated version, even if it changed position in the workflow.

Change sending behavior

If you update a message or other workflow item in a live campaign to Send Automatically, people will receive the message or move through the action as soon as they reach it in your workflow.

If you update a message or other workflow item to Don’t Send, people skip it and move to the next action in the workflow, if there is one.

If you update a message or other workflow item to Queue Draft:

• Messages and other workflow items (attribute updates, webhooks) are created under “Drafts.” You’ll have to manually send them.
• People move to the next action in the workflow even if the drafts aren’t sent.

Turn off link tracking

After you click an email block, click Settings to open the panel. By default, “Track opens and link clicks in this message” is checked. Click the box to uncheck it, then click Save.

Moving forward, we will not record opens or clicks for links in this message.

Change subscription preference

If you only use our global unsubscribe functionality (not our subscription center), you’ll see two options for sending messages: All subscribed people and All subscribed and unsubscribed. By default, we only send to subscribed users in a campaign and your messages inherit this.

Change to “All subscribed and unsubscribed”

If you change this behavior at the campaign level, unsubscribed people will start receiving messages in this campaign.

If you change this behavior at the message level, unsubscribed people will start receiving only this message.