Editing a campaign in Outreachly is quick and easy, whether you need to update email sequences, adjust messaging, or modify your campaign steps. Follow the steps below to make changes directly from your campaign dashboard.
Step-by-Step Guide to Editing a Campaign:
Step 1: Log in to Your Outreachly Dashboard
You can go to dash.outreachly.ai and log in with your credentials.
Navigate to the Campaigns section from the dashboard menu.
Step 2: Select the Campaign to Edit
Find the campaign you wish to edit from your campaign list.
Click the Edit (✏️) icon next to the campaign name.
For Standard Campaigns:
After clicking the edit icon, you will see the campaign steps.
Click on the step you want to modify (e.g., Email 1, Follow-up, LinkedIn message).
Make the necessary changes to the content, schedule, or triggers.
Save your edits.
For Smart Campaigns:
After clicking the edit icon, click on the Sequence Builder to view the entire campaign flow.
Click on any step within the sequence to edit its content or settings.
Use the drag-and-drop feature to rearrange steps if needed.
Save your changes.
🚀 Success! You’ve now learned how to edit your Outreachly campaigns and steps effectively—ensuring your outreach stays optimized and impactful.
Frequently Asked Questions (FAQ):
Q: Will editing a live campaign affect current recipients?
A: Changes will apply to new recipients entering the campaign. Recipients already in the sequence will continue with the original steps.
Q: Can I undo changes after saving?
A: No, but you can manually re-edit to restore previous settings.
Q: Can I clone a campaign before editing?
A: Yes, click Duplicate Campaign from the campaign list to create a copy before editing.