Why it matters
Campaigns often need adjustments after they’re created. You may want to refine the message, update your audience, change the schedule, or modify automations. Whippy allows you to edit campaigns safely while maintaining full control of what gets sent and when.
Key Concepts
Draft campaign: A campaign that has been created but not yet sent. Drafts can be edited freely.
Scheduled campaign: A campaign set to send at a later time. Most settings can still be updated until the scheduled send time.
Editable sections: Areas of a campaign that can be changed before sending, including Basic Info, Audience, Message, Schedule & Settings, and Automations.
Locked settings: Some campaign details may no longer be editable after a campaign has started sending.
Step-by-Step: Edit a Campaign After Creation
Go to Campaigns.
Navigate to the Campaigns page and locate the campaign you want to update.
Open the campaign.
Click on the campaign name to open the campaign editor.
Edit Basic Info (optional).
Update the campaign name or change the sending channel if it has not been used yet.
Edit the Audience section.
Add or remove individual contacts
Include or exclude lists, tags, or segments
Apply quick filters or advanced filters
Update exclusion toggles such as quiet hours or recent-contact exclusions
Edit the Message section.
Update the message body, add attachments, insert variables, apply templates, or enable signatures.
Edit Schedule & Settings.
Adjust scheduled date, time, and timezone
Turn batch sending on or off
Update recurring schedule settings
Modify campaign sending restrictions such as quiet hours or weekend pausing
Adjust link tracking settings
Edit Automations.
Add, remove, or modify automation triggers such as keyword triggers, response triggers, link click triggers, or call triggers.
Save your changes.
Click Save to apply updates. Whippy will confirm updates with a success banner.
Tips and Best Practices
Review your audience carefully after making edits, especially when adding or removing lists or applying filters.
If your campaign is scheduled, recheck the send time after editing schedule settings.
Avoid modifying automations just before sending unless necessary; ensure triggers behave as expected.
For major message edits, send a test message to preview formatting.
If you duplicate campaigns often, standardise naming conventions to avoid confusion during editing.
Troubleshooting
Issue | Possible Cause | Fix |
Certain fields cannot be edited | Campaign has already begun sending or is completed | Only draft and scheduled campaigns can be fully edited. |
Audience changes not saving | Required fields missing or invalid filter logic | Confirm all filters and selections are valid before saving. |
Message won’t update | Missing required content or unsupported formatting | Ensure message field is complete and attachments meet requirements. |
Schedule cannot be adjusted | Campaign is already in progress | Pause batch sending (if enabled) or create a new campaign if changes are critical. |