Edit a live campaign

You can edit a campaign while it runs, and every edit applies right away. Some edits are safe at any time; others can make leads already in the sequence skip or repeat a step.

Why adding or deleting steps shifts leads

Each lead in a campaign remembers its place as a step number, such as "next step: 4". It doesn't remember which message that was. If you insert or delete a step before a lead's position, step 4 becomes a different message, so the lead skips one step or gets one twice.

When the campaign is active or has leads, the Sequence tab shows "Leads are already moving through this sequence." and the delete confirmation repeats the warning.

Safe edits to a live campaign

These don't move anyone:

• Change a step's text: subject, body, message or connection note. The next lead to reach the step gets the new text.
• Change a step's wait: a lead already waiting keeps the date it was given when its previous step sent. Leads that reach the step later use the new wait.
• Add steps at the end of the sequence or the end of a branch. Leads still in progress continue onto them. Leads already marked complete don't restart.
• Edit an AI Personalization field: its instructions, fallback and sources apply to the next value written.
• Change work hours, daily limits or the Appointment Setter settings.

Risky edits to a live campaign

Avoid these once leads are in progress, or accept that some leads will skip or repeat a step:

• inserting a step in the middle of the sequence or a branch;
• deleting a step before the end;
• deleting a Connection Request or If/Then Branch, which also deletes every step inside the branches;
• turning off A/B testing, which deletes Variation B (leads on B continue on A from the same step number).

To change the structure of a running campaign safely, duplicate it, build the new structure in the copy, and put new leads there. See Pause, duplicate or archive a campaign.

Change senders on a live campaign

Removing an account in Settings → Connected Accounts on an active campaign asks you to confirm. Leads already assigned to that account stop moving until you add it back; they aren't handed to another sender. Adding an account is safe; it picks up leads that haven't been assigned yet.

When the sequence changed somewhere else

If the AI Sales Copilot or another browser tab changes the sequence while you're editing, the Sequence tab says so. Your edits are kept and replace the other change, or you can select Use the other version instead.

If you see Save failed or "Sequence not saved", make any edit to try again.