Engagement admins can edit an upcoming campaign's name, participants, cadence, surveys, schedule, or reminders before the campaign goes live — even after the campaign has been confirmed.
Before You Begin
- You must have Engagement admin access and permission to access the Campaign page.
- This workflow applies to upcoming campaigns only. Campaigns that are already live cannot be edited using these steps. See Extend an engagement campaign for active campaign changes.
- Available on Engage, Legacy Perform, and Total Platform pricing packages.
Steps
- Go to Surveys > Engagement in the left-hand navigation.
- Click the name of the campaign you want to edit in the Upcoming campaigns section.
- If the campaign status is confirmed, click Unconfirm and edit at the top of the page.
- Edit any of the following fields on the Campaign Details page:
- Campaign Name - Participants - Cadence - Surveys - Schedule - Reminders
- Click Confirm to save and re-confirm the campaign.
What You Should See
After clicking Confirm, the campaign appears in the Upcoming campaigns section with a confirmed status. All edited values are reflected on the Campaign Details page.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Campaign name does not appear in the Upcoming campaigns section | Verify the campaign has not already launched | Navigate to the Active campaigns section — if the campaign is listed there, it cannot be edited using these steps |
| Unconfirm and edit button is not visible | Check whether the campaign is already in an unconfirmed/draft state | If the campaign is already unconfirmed, the button does not appear — proceed directly to editing the fields |
| Changes are not reflected after saving | Confirm you clicked Confirm after making edits | Return to the Campaign Details page and re-enter changes, then click Confirm |
Not Covered Here
This article does not cover editing active or past campaigns. See Extend an engagement campaign for active campaign options.