Delete a Flow Step delete-a-flow-step
First let’s cover the basics. Here’s how to remove an unwanted flow step from a Smart Campaign.
- In the Smart Campaign Flow, click the X icon to delete any flow step.
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Click Delete.
Simple and easy, right? Well, most of the time…
note caution CAUTION Deleting, adding, and moving steps inside an active campaign can definitely have unexpected results. Consider creating a new campaign, testing it, and then switching. Changes can be made to an active campaign but may have unforeseen consequences. Here are the details:
Batch Smart Campaigns
If your campaign:
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Never ran. Make all the changes you want. It won’t affect anyone until you run that campaign.
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Is a recurring Smart Campaign. The changes will affect people in the future runs, not previous runs.
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Already ran WITHOUT wait steps.No people will be affected because the campaign is dormant after running.
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Is running right now. Changes can cause unexpected behavior depending on the timing and details of the delete. We strongly recommend NOT editing a batch campaign that’s actively running. For emergency cases, learn how to abort a running Smart Campaign.
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Already ran WITH wait steps. Several details on this one.
When a person enters a wait step, the person jots down the duration and which NUMBER STEP to return to. See example below.
Trigger Smart Campaigns
- No wait steps. If you delete a normal step, only people who run through the campaign in the future will be affected.
- With wait steps. See example below for batch campaigns. The same logic applies.
note note NOTE Example -
A Smart Campaign has 3 steps.
- STEP 1. Send Email #1
- STEP 2. Wait 1 week
- STEP 3. Send Email #2
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People who hit Step 2 will wait 1 week before moving on to Step 3.
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You delete Step 2 during the week.
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People will continue to wait the 1 week (they do not automatically pop back into the flow).
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When they finally return, they will try to go to Step 3. They will not find it.
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IMPORTANT: Since there are now only 2 steps, the people will not receive Email #2.
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