How to Edit an Existing Campaign (Broadcast Campaign and Sequence Campaign)?

Optimized.App > Left Navigation Bar > Campaigns > View Campaigns

1. Follow the workflow mentioned above to land on the Campaigns screen.

2. Click the three-dot icon located at the end of the campaign row.

3. From the options revealed, click Edit. This opens the selected campaign in edit view.

4. If the Campaign you are Editing, is Broadcast Campaign that uses one Voice Module (Content), click "Next" until you are in the Campaign Settings -tab.

(If the Campaign you are Editing, is Sequence Campaign => skip to 7.)

​

5. There you can choose the Calling Number for that particular campaign, set "Days to Wait" for Inbound Calls, Add and Remove Additional Attempts and set a SMS Message for those that don't answer to the final attempt.

6. Once the required changes are made, navigate to the Review-tab and Save the Campaign.

Note: Steps 7 and 8 (below) apply only to editing a Sequence Campaign.

7. Sequence Campaign consists of multiple Modules, so the Campaign Settings (such as Caller ID and Additional Attempts) are defined separately for each Campaign Action in the Workflow Editor.

8. Click the Sequence Campaign you want to Edit. Click "Next" until you are in the Workflow -tab. Select the Campaign Action whose settings you want to edit; the settings-panel will open on the right for that specific Campaign Action. After making the changes, save them by clicking Save. Click Next to proceed to the Review tab. Click Save to save the Campaign.

Note: In Scheduling phase, when you click the 'Schedule' button, a schedule is created using the current settings within that Campaign. After that, you can freely change the settings — it won’t affect the schedules that have already been created.

​

Updated on: 04/03/2026