Edit and Stop a Proactive Email Campaign Outreach

Manage your Email Campaign to make changes to your Email Campaign details.

• Edit Email Campaign

• Delete Email Campaign

• Stop Email Outreach

Edit Email Campaign

Edit an Email Campaign to change its meta details, including the description and the Campaign schedule.

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

2. Click Settings.

3. Under the Proactive Conversations category, click Proactive Email.

4. The Proactive Email page lists Email Campaign(s) that have been created.

5. To the right of the Campaign you created, click, then select Edit Campaign.

6. Proceed to update your Campaign details.

   • See Create a Proactive Email Campaign for details on how to set up an Email Campaign.

7. Click Save.

Delete Email Campaign

Delete an Email Campaign if you no longer need the outreach.

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

2. Click Settings.

3. Under the Proactive Conversations category, click Proactive Email.

4. The Proactive Email page lists Email Campaign(s) that have been created.

5. To the right of the Campaign you need to delete, click, then select Delete Campaign.

6. From the confirmation prompt, click Delete Campaign.

Stop Email Outreach

Stop an Email Campaign outreach in Scheduled or In Progress status. Once it's stopped, the outreach cannot be restarted.

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

2. Click Settings.

3. Under the Proactive Conversations category, click Proactive Email.

4. The Proactive Email page lists Email Campaign(s) that have been created.

5. To the right of the Campaign you need to edit, click, then select Edit Recipients.

6. Click the Scheduled or In Progress tab.

7. To the right of the Campaign you need to stop outreach, click, then select Stop Outreach.

8. From the confirmation prompt, click Stop.