Campaign idea

Idea:
In Marketing Campaigns it would be convenient to be able to change an action at the action. For example: action 2, change the template, time, or wait time via a drop down option instead of deleting the campaign. There could be a drop down after date, wait time, and template.

please,
Lydia

Thanks for the suggestion.

The issue caused by changing steps comes once you have contacts already working their way through the campaign. For instance, let's say that you have 100 people who are in the campaign and they are currently on step 3. What happens if you move step 3 to step 4 and insert a new step 3?

Do those folks skip the new email you have inserted and now go on to step 4 which is actually the previous step 3? This would result in their receiving the same email twice.

For this reason, we recommend creating a new campaign and then adding the contacts to it.

Thanks Noah, make sense. What about the ability to search by date added for contacts? I would like to add contacts all to leads and then be able to sort them by date, or remove a contact by their date added. Is this an option?

I'd like to see this as well

Thanks for this suggestion. We will be working on this in an upcoming version release.

The ability to sort and create tags by creation date and last contacted date is now available in version 5.72.