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 leads have not yet reached certain follow-up steps, a workaround is to delete those steps and re-add them in the correct order. This helps ensure the sequence runs properly without affecting already processed steps.