Re-ordering Steps in a Campaign

Reordering steps in a campaign helps you control the flow of your outreach and ensure each action happens in the right sequence.

How to re-order steps in a Campaign?

Reordering steps in a campaign is only available before any leads are added. This restriction ensures that the campaign sequence remains consistent and prevents issues with step timing or logic once the campaign is active.

To change the order of steps, open the campaign’s Steps tab, then drag and drop the steps into your preferred sequence. The changes will apply to the campaign structure immediately, as long as no leads have been added yet.

Tip: If no leads have reached the follow-up steps you want to reorder, a workaround is to delete those steps and re-add them in the correct order.

However, be careful when deleting steps from an active campaign. If any leads are currently on a step you delete or have already passed it, deleting that step can break their sequence, preventing them from continuing the campaign. If this happens, the only workaround is to add the affected leads to another campaign.