Introduction

It's common to realize the need to incorporate more people into your workflow after launching live campaigns. This guide addresses how you can achieve this while minimizing potential complications.

Problem

You've launched a campaign but now need to introduce additional people to the workflow. There's an understanding that modifying live campaigns could trigger undesired consequences, so it's crucial to proceed with care.

You can read up about handling changes in live campaigns here and visit the specific campaign guidance page here.

Solution

Though it's feasible, it's generally advisable to refrain from altering live campaigns. Instead, two alternatives are presented:

1. Create a new campaign incorporating the new trigger segments, then replicate the workflow items from the existing campaign. Details on how to replicate workflow items can be found here.
2. Add newer trigger segments or modify the conditions on the underlying segments within the existing campaign. Should you opt for this alternative, the Customer.io support team can provide you with a 'force match' tool that can incorporate people who already meet the new trigger segment criteria into the campaign.

It's important to very carefully consider these alternatives and select the one that suits your needs the best.