Editing an Existing Campaign: Refine Audience, Update Messaging, and Adjust Settings

Overview

This guide provides step-by-step instructions for editing an existing campaign in the 11x platform. You will learn how to refine the campaign audience (e.g., exclude specific job titles), update messaging, adjust campaign settings, and save your changes. The process includes visual references to ensure you can confidently follow each step.

Expected Outcome:

The selected campaign is updated with refined audience filters, messaging, and settings. Changes are saved and reflected in the campaign details.

Estimated Time: 5–10 minutes

Prerequisites

You must have permission to edit campaigns in your 11x workspace.
At least one campaign must exist in your account.

Step-by-Step Instructions

1. Open the Campaigns List

Navigate to the left-hand menu and click “Campaigns”.
The campaigns list will display all available campaigns, along with their statuses and metrics.

2. Select the Campaign to Edit

Locate the campaign you want to edit (e.g., “Targeted Outreach for Software Sales Leaders” in this example).
Click the campaign name to open its details page.

3. Enter Edit Mode

On the campaign details page, click the “Edit Campaign” button in the top-right corner.
The campaign editing interface will open, displaying tabs for Audience, Research, Messaging, and Settings.

4. Refine the Audience

a. Expand the Contact Details Filter

In the Audience tab, locate the “Contact Details” filter panel on the left.
Click “Contact Details” to expand the filter options.

b. Add an Excluded Job Title

Find the “Exclude Job Title” field (labeled “Select job titles or add keywords”).
Click inside the field to activate it.
Type the job title you want to exclude (e.g., “Intern”).
A dropdown will appear with matching job titles.
Click the appropriate job title from the dropdown (e.g., “Intern”) to add it to the exclusions.
The excluded job title will now appear in the field. You can repeat this process to add more exclusions if needed.

Tip: The number next to “Contact Details” will increase to reflect the new filter.

5. Update Messaging (Optional)

Click the “Messaging” tab at the top of the editing interface.
Review the messaging sequence. If the system is still generating research or writing messages (e.g., “Waiting on research”), you may need to wait before editing message content.
Once available, edit the relevant fields (e.g., subject lines, value points, message copy) as needed.

Note: Messaging updates only apply to newly sourced leads. Existing leads and ongoing sequences will not be updated.

6. Adjust Campaign Settings (Optional)

Click the “Settings” tab.
Review and adjust configuration options such as:
- Autopilot (automatic sending)
- Email and LinkedIn limits
- Sender selection
Make any necessary changes to fit your campaign requirements.

7. Save Your Changes

Click the “Save Campaign” button in the top-right corner to apply all changes.
The system will return you to the campaign details page, confirming your updates have been saved.

Verification and Success Criteria

The campaign details page should reflect your changes (e.g., updated audience filters, settings, or messaging).
The “Contact Details” filter will show the new exclusion(s) (e.g., “Intern” is now excluded).
The campaign status and metrics will remain visible for further review.

Troubleshooting

Cannot edit messaging: If the system is still generating research or writing messages, wait until the process completes before editing.
Changes not saved: Ensure you click “Save Campaign” after making edits. Unsaved changes will not be applied.
Filters not updating: Refresh the page or re-enter edit mode if new filters do not appear immediately.
Messaging not updating for existing leads: Remember, messaging changes only apply to new leads sourced after the update.

If you encounter persistent issues, contact your workspace administrator or 11x support for assistance.