Edit campaign – Sales Engagement Tool

Hey there, Sales Engagement Tool Users! 🌟

Discover the flexibility of editing campaigns in the Sales Engagement Tool! Easily update message content, timing, email settings, and enable Paid InMails while your campaign runs. This guide will walk you through simple steps to make adjustments, ensuring your outreach stays effective and relevant. Ready for a smoother campaign experience? Explore how to fine-tune with ease! 🎉🚀

1. Start with 'Edit Campaign' 🖱️

First, find the campaign you want to edit. Click on the three dots (🔴🔴🔴) on the right side of the page and select 'Edit Campaign'.

2. Accessing Edit Mode via Steps Tab

Alternatively, you can enter edit mode by selecting a campaign and then choosing the 'Edit Campaign' tab from the Leads page.

3. What You Can Change ✏️

You can modify two key things:
1. The content of your Email/LinkedIn Message/InMail.
2. The timing between steps in your campaign.
3. Select a different email address and email schedule.

4. Edit Campaign Mode

Here you can see your:

Campaign Info: You can add new leads from here. ✨
Email Settings: Change email addresses and adjust the email schedule. 📧
LinkedIn Settings: Review the LinkedIn settings you initially set up.
Global Settings: Check your global settings.
Smart Sequence: Edit the content for each step and adjust the time delays between them.

5. Adjusting Paid InMails

Changed your mind about enabling Paid InMails in the InMail step? No problem! You can enable this option even after the campaign has started.

6. Just Make Sure to Save All Changes You Made 💾

After you've finished editing, don’t forget to hit 'Save Changes' to ensure all your updates are applied and your campaign is good to go! 😊

And that’s it! Editing your campaigns in the Sales Engagement Tool is just that easy.

We hope you found this guide helpful. Here’s to an enhanced and efficient Sales Engagement Tool experience! 🚀