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What happens when you make changes to a campaign

This article only applies to Campaigns 2 which is the default campaign workflow for all accounts created after July 12, 2016.

Changing triggers and/or filters

Event triggered campaigns

If you change the event trigger:

  • Users already moving through the campaign workflow based on the original event continue their path.
  • New users enter the campaign based on the new event.

If you change the event filter:

  • Existing users continue on their original path to receive the subsequent actions in the workflow until they finish the campaign.
  • New users enter the campaign based on the new event filter.

If you change the segment filter(s):

  • Existing users are re-evaluated once they reach the next message to be sent in the sequence. If they no longer match, they fall out of the campaign and won’t receive any subsequent emails.
  • New users match the campaign based on the new segment filter(s).

Important note:

Inside event-triggered campaigns, there’s a 30-minute window after the event takes place for users to match both event filters and segment filters, regardless of any delay that you might add to the campaign. This means that if a user doesn’t initially match a filter, there are still 30 minutes for retries.

Also important: the 30 minute retry only applies to the initial match. If a user fails to match the segment filter for later on when we’re continuing the campaign after a delay, they will be kicked out immediately.

Segment triggered campaigns

If you change the trigger segment(s):

  • Users that are waiting in a delay or time window will be re-evaluated before moving to the next action, delay, or time window. For example, if your users are waiting in a delay when you’re changing the trigger segment(s) and the delay is followed by a time window, users are re-evaluated when they enter the time window. At this point, anyone who doesn’t match the new trigger segment(s) falls out of the campaign and won’t receive messages. People who still match the new trigger segment(s) simply continue the campaign.
  • New users match based on the new trigger segment(s).

Important note:

  • Segment triggered campaigns only send messages once, so even if a user who already passed through the campaign matches your new trigger segment(s), they won’t receive the messages again.

If you change the filter segment(s):

  • Existing users are re-evaluated as soon as they reach the next message in the workflow. Anyone who doesn’t match the new filter(s) exits the campaign, while people who match the new filter segment(s) simply continue the campaign.
  • New users match based on the new filter segment(s).

Changing or Deleting Delays

If you change the delay to a shorter period (for example, from 7 days to 5 days):

  • All users waiting in that particular delay are re-evaluated. You will see a processing circle while this is happening.
  • Users who have already waited for more than the new delay (in our case, more than 5 days) will immediately move to the next action.
  • Everyone else continues waiting in the delay for the required period.

If you change the delay to a longer period (for example from 5 days to 7 days):

  • Users all wait based on the new delay (7 days instead of 5). The only visual feedback is the new delay being saved; there is no re-evaluation done.

If you delete a delay:

  • People automatically move to the next action in the workflow.
  • If the next action is a delay or a time window, they wait the required number of minutes/hours/days or until the time window is open.
  • If the next action is an email, they receive it immediately.

Changing or Deleting Time Windows

If you limit or extend the time window:

  • Users adapt to the new time window.
  • If the time window wasn’t open before the change, but it is now, all the users previously waiting move to the next action in the workflow.

As an example, let’s say it is currently Monday at 09:30. There is a time window currently set to allow sending on Tuesday and Thursday from 09:00 to 12:00, and we alter it to allow sending on Monday from 09:00 to 12:00 also. People currently waiting in the delay will immediately proceed to the next action in the workflow. If, instead, we were to alter it to allow sending on Monday from 10:00 to 12:00, all users waiting in the time window would be scheduled to move to the next action in the workflow at 10:00 (i.e. in 30 minutes), instead of waiting until Tuesday at 09:00.

If you delete a time window:

  • All the users waiting for the next available slot in the time window will immediately move to the next action in the workflow.

Adding/Moving/Deleting Emails

Users continue on a linear path through the campaign.

If you add a new email or move an existing one to a different position in the workflow:

  • It will be received by all the users who didn’t yet reach that particular email (even those who are waiting in a delay or time window right before the new/moved email).
  • If the user already received that particular email because the email was initially earlier in the workflow, they will skip ahead to the next action.

If you delete an email:

  • Users waiting in the delay/time window before that email will move to the next action following the deleted email (if one exists).

Changing the email behavior

“Send Automatically” sends out all the emails as soon as they match the delays/time windows you set.

If you change an email to “Don’t Send”:

  • Users skip it to move to the next action in the workflow.

If you change an email to “Queue Draft”:

  • Emails are created under “Drafts.” You’ll have to send them manually by clicking “Send All” or choosing particular ones and pressing the “Send” button next to each of them.
  • Users move to the next action in the workflow even if the drafts aren’t sent.

Changing sending behavior

If you change tracking from “Enable Tracking” to “No tracking”:

  • Links will no longer be wrapped in tracking links. Opens or clicks will not be recorded for that particular email.

If you change “Don’t send to unsubscribed” to “Send even if unsubscribed”:

  • Unsubscribed users will start receiving your particular email.
  • If you have the first email in a campaign set to “Don’t send to unsubscribed”, but the second email has “Send even if unsubscribed”, your unsubscribed users will skip the first email and receive the second one and any others that are meant for unsubscribed users.

Important Notes:

  • Event-triggered campaigns default to “Send even if unsubscribed”.
  • Segment triggered campaigns default to “Don’t send to unsubscribed”.

Changing the email content

  • If you edit the content of an email, all the existing drafts will update to reflect your changes, but the ones that were already sent won’t be affected.
  • Users who received the email previously won’t receive an updated version even if the email changed position in the workflow.