To edit your Campaign:

1. Click the More Actions kebab menu on the Campaign you want to change.

2. Select the "Edit Touches" option from the menu.

3. As long as your Campaign doesn’t have any recipients active, you can:

   • Add touches

   • Delete touches

   • Change touch types

4. Edit any content, then click "Save and Exit" in the bottom-left corner.

If your Campaign does have recipients active:

• You can update the content of any touch (e.g., email subject line and body, call details, etc.).

• You cannot delete or add new touches.

• Any edits made won’t override custom content already added for individual recipients or for touches sending immediately.

Gmail

• You can edit:

  • Email subject and body

  • Call description and talking points

  • Custom task subject & description

Outlook

• You can edit:

  • Email subject and body

  • Call description and talking points