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How to edit a Campaign

Tamir Rosenblum avatar
Written by Tamir Rosenblum
Updated this week

Step-by-Step Instructions

1. Navigate to your Campaigns tab

  • Go to the Campaigns tab in your account.

  • Select Edit Campaign next to the campaign you wish to edit.

  • Note: If your campaign is from last year, we highly recommend creating a new one instead of editing one that has already finished.

2. Review all stages of design

  • You will see all stages of design for the campaign.

  • You can quickly navigate to the section you wish to edit.

3. Manage recipients manually (optional)

  • If you want to manually control who gets this gift, select Manually next to Manage Recipients.

  • This will allow you to remove recipients for whom the gift is not intended.

  • You can also add additional recipients from your People tab, should that be necessary.

4. Edit countries and gift values

  • Navigate to the Country and Value tab.

  • You can add or remove countries.

  • Update the amount for each country.

  • Edit the gift settings for that specific country’s offering.

5. Send yourself a preview

  • Use the next stage to send yourself a preview of the gift to make sure it looks perfect.

  • You can select which country you would like to preview.

6. Update the gift design

  • Change the design for the gift.

  • This will update the imagery associated with your gift and apply it to all countries at once.

  • Remember: if you want to use different images for different countries, you can change that from the Country and Values tab.

7. Adjust campaign settings

  • Go to the Settings tab.

  • Change the send date for the campaign.

  • Update the delivery method.

  • Set up a recipient to receive thank-you messages.

8. Save your edits

  • Once you have completed all your edits, make sure you hit Save, and your new campaign settings will be applied.

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