The Campaign Settings tab allows you to control the behavior, notifications, and sending limits of your outreach. With this tool, you can edit general details like the campaign name and schedule, customize notifications, and adjust key sending rules to ensure a smooth campaign experience from start to finish.
Once a campaign is created, users can revisit the Settings tab at any time to make adjustments. Whether you’re assigning ownership, controlling your send volume, or setting up alerts for key events, this tab helps you manage every aspect of your campaign’s execution.
Accessing Campaign Settings
You can access Campaign Settings by clicking into any existing campaign from your Campaigns Dashboard. Once inside, navigate to the Settings tab in the campaign navigation bar.
Inside this tab, you’ll find multiple sections for managing the campaign's configuration, notifications, and outreach preferences.
General Settings
The General Settings section gives you control over the foundational setup of your campaign. Here’s what you can manage:
- Campaign Name – Update or rename your campaign at any time by editing this field.
- Owner – Assign or change the campaign owner using the dropdown selector.
- Schedule – The selected schedule will also dictate when Automatic emails will be sent or scheduled. Be aware to respect the business hours of your contacts to increase your deliverability of emails.
- Once a schedule is selected, a visual box will appear showing the schedule layout.
- If you don’t have a schedule built, click the “here” link to create or edit one.
- You can also toggle Exclude United States Holidays to prevent steps from running on federal holidays.
- Once a schedule is selected, a visual box will appear showing the schedule layout.
Notifications
The Notifications section lets you choose which campaign events you’d like to be alerted about. Users can toggle any of the following options:
- Contact(s) added to campaign – Receive a notification when new contacts are enrolled.
- Contact(s) removed from campaign – Get alerts when contacts are removed manually or automatically.
- Contact(s) completed campaign – Know when a contact reaches the end of the campaign.
- Campaign status changed – Stay informed when a campaign steps changes between Draft, Active, or Paused states.
- Campaign completed – Get notified when all contacts in the campaign have completed their steps.
- Turn all notifications off – Use this toggle to disable all campaign-related alerts. This setting is enabled to turn off notifications by default.
Other Settings
The final section of Campaign settings allows for users to select additional email settings and preferences.
Select email address for Campaign - Users can select more than one email for their campaign.
- Users can also set the maximum number of emails that can be sent on behalf of a campaign within a 24-hour rolling window. This limit is independent of any configured daily send limits or daily domain send limits.
Remove contact from campaign when they unsubscribe - Enable this setting toggle to remove contacts from a campaign when they unsubscribe from an email sent from a campaign.
Final Tip
Make sure to review your campaign’s settings before launching. These configurations directly impact when your messages go out, how many contacts are reached daily, and how you’re notified of key events. You can revisit and update your settings at any time during the campaign lifecycle.