A running campaign keeps its setup under Setup in the campaign's menu on the left: Search area, Targeting, Letter sequence and Settings. You can change any of them at any time, and the campaign carries on running while you do.
On a running campaign, nothing changes until you click Save changes.
Change the search area
Open the campaign and click Search area.
Change the place, the radius or the shapes you drew. For example, make the radius bigger to cover more ground.
Click Save changes.
Remove search area turns it into a manual campaign: it stops finding new leads itself. The leads it has keep getting their letters, and so do any you add to it by hand. You're asked to confirm first.
Change the targeting
Click Targeting.
Add or change jobs, words and filters. For example, click Kitchens.
Click Save changes.
Clear targeting also turns it into a manual campaign.
Change the letters
Click Letter sequence.
Add, move or remove letters. For example, add a reminder, choose Move earlier to make it second, and send it 14 days after the first letter.
Click Save changes.
Choose who should get the new sequence, then click Save sequence.
Who gets the new letters?
When you save changed letters, Who should get the new sequence? asks about the leads already in the campaign. New leads found from now on always get the new letters.
Leads that haven't had a letter yet: their letters are replaced with the new sequence. Leads that have had one finish the old sequence.
Every lead with letters still to come: their letters are replaced with the new sequence. Someone who's already had a letter may get it again.
No one: leads already in the campaign finish the old sequence.
Stop them all: every lead already in the campaign is stopped, and their letters still to come are cancelled.
Changing only the settings under Before letters go out doesn't ask this.
Rename a campaign
Click Settings.
Under Name, type the new Campaign name.
Click Save.
Renaming changes nothing else. Auto-send and when unsent letters are cancelled are set on Letter sequence. How much the campaign can spend each day is set in Budget management.
Why can't I save my changes?
This campaign targets about N leads a year. Your plan covers M leads a year across your running campaigns., or With your other running campaigns, your campaigns target about N leads a year.: with the new search area or targeting, your running campaigns would find more leads a year than your plan covers. Make the area smaller, narrow the targeting, or click Upgrade on the leads a year card. See "How to target the right jobs".
Add at least one proposal keyword, document keyword, planning agent or company owner: targeting needs something to look for. To have none, use Clear targeting.
An AI letter you added is still being designed. A running campaign can only use it once it's ready.
Your plan doesn't include architects and company owners. Writing to agents and company owners needs the Enterprise plan (Outreach in Australia).