Campaign builder - canvas tips and tricks

Select and move elements

To move groups of elements on the campaign canvas, hold SHIFT + left-click and drag a selection window over the objects

If you have a large campaign and need more canvas area to work with, simply click inside the canvas and move your mouse around. This will move your entire campaign and allow you to see more blank canvas area.

To select multiple elements, hold down the SHIFT key and choose multiple elements to edit or move.

Delete an element

To delete an element on the campaign canvas, left-click the object and choose the

Warning! When you delete an element from the campaign canvas and publish, the related content is also deleted and cannot be restored without restoring a previous version of the campaign. When a sequence is deleted from a campaign, the sequence is marked as done for all contacts who are currently in that sequence.

Rename elements

Click on an object and choose Settings to rename the object to something more useful.

Connect elements to create automated processes

Connect elements by dragging the green arrow from one object to another

Delete a connecting line

Remove connections, by clicking on the connecting line and hitting the Delete key on your keyboard

Auto Save

The campaign builder automatically saves your campaign every 30 seconds so you can work with confidence

Actions drop down

The Actions drop down located in the top right corner gives you multiple options.  You can:

  • Create Reporting Widget 
  • Save Version
  • Restore Version 
  • Make a Copy 
  • Rename 
  • Revert Changes
  • Unpublish
  • Unpublish and Delete Campaign
  • Print
  • Merge Fields Links
  • Lock Campaign
  • Edit Categories

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