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The Edit option allows you to modify and edit Campaigns. You can edit several options of the campaign including the Campaign Name, Calling Script, Caller ID Display, Phone Number, Province, enable or disable Email Marketing, and choose what field from the Campaign template is visible or not for Callers.

However, the .csv file imported cannot be changed. It can only be topped up (Refer to Adding More Leads).


To edit a campaign, follow the steps given below:

1.  Navigate to CAMPAIGNS  > LIST CAMPAIGNS.

The CAMPAIGNS page will be displayed.

2.  Click () in the row of the campaign which you wish to edit.

The EDIT CAMPAIGN page will be displayed

  • Name: You can edit the name of the current campaign
  • Call Script: Add or edit the scrip for Agents to use when calling lead from the current campaign
  • Province: Select the Province for the current campaign

  • Default Caller ID: Select from the drop down menu the default caller ID
  • Enable Dynamic Caller IDs: When enabled, select the caller IDs you wish to assign to the campaign from the assignable list.

  • Enable Email Marketing: When enabled, edit the following email section
  • Email Subject: Enter the desired email subject. Press the (info) to add pre-fixed information
  • From: Enter the desired email address to send from. Press the (info) to add pre-fixed information
  • Reply To: Enter the dered email address to reply to. Press the (info) to add pre-fixed information
  • BCC (comma separated): Enter the desired email address to BCC
  • Email Body: Enter the email body for the marketing email.

  • Users: Select the users from the Assignable Users list that you wish to assign to the current campaign
  • Assigned Users Can Add Leads: When enabled, Users that are in the Assigned Users list can add leads to the current campaign

  • Enable MeloText Features:
  • Auto-Check Contact:
  • Subscribe Contact:
  • Add Appointment:
  • Group:
  • Send Voice:
  • Send Voice From Number:
  • Voice Draft Message:
  • Edit Voice Draff Message:
  • Text-to-Voice Language:
  • Pause (seconds):
  • Repeat Message:
  • Send SMS:
  • Send SMS From Number:
  • SMS Draftp Message:
  • Edit SMS Draft Message:
  • IVR Forward Nuber:
  • Schedule Broadcast At:

  • Add New Field:
  • Name:
  • Type:
  • Visible:

  • Pre-Defined Fields:

3.  Edit the values of required fields. For more information on the fields, refer to Adding New Campaign section.

4.  Click Save Campaign.

The campaign details will be updated.

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