Edit and Delete Proactive Chat Campaign

REQUIRED USER ROLE 
Administrator
PERMISSION OVERVIEW
View permissions by role

You can edit your Campaigns whenever you need to make changes.

  1. Click on the top left corner of the screen.

  2. Click Settings.

  3. Under the Proactive Conversations category, click Proactive Chat. The Proactive Chat page will show you a list of Campaigns you currently have.

Edit a Campaign

Hover over the Campaign you want to edit, then click . This will take you back to the Campaign's configuration page, where you can make changes. Follow the same instructions for the Campaign configurations.

Proactive Chat settings with campaign details and editing options displayed on the interface.

Delete a Campaign

Hover over the Campaign you want to edit, then click . You'll be asked to confirm your request. Click Delete Campaign to confirm.

Proactive Chat settings with campaign details and options for creating a new campaign.

Deleted Campaigns can't be restored

  • Deleting an active Campaign means the Campaign will be removed from your site immediately and cannot be recovered.

  • Data from deleted Campaigns are retained and will remain available in reports.