Edit a CallAction Drip Campaign
This will show you how to modify a drip campaign using the drip campaign template import and export function.
You can add steps or change the order of the drip campaign templates using the following workflow.
Editing Workflow
The simple idea is that you will export your current template as a csv file.
Make your changes in the CSV file.
Import the modified drip campaign template back into your CallAction account.
Export the Template to Edit
Login to CallAction
Click on Tools
Click on Export drip campaign template
Download the CSV file
Edit Your Drip Campaign Layout
Open CSV file (typically in Excel)
Edit your Drip Campaign order as needed
Save Drip Campaign changes
Import Drip Campaign
Login to CallAction
Click on Tools
Click on Drip Campaign
Click on Import
Select Drip Campaign
Click Import Campaign
Set your Drip Campaign
Login to CallAction
Update your selected drip campaign in either Call Settings or Email Settings
Notes on importing campaigns
If you are trying to import a campaign with a message type requiring "media" you will get an error. Be sure to import
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What's Next?
Learn more about using CallAction.
Attach drip campaigns to individual contacts