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If users are added or removed from groups assigned to a campaign that has not started, will the change take effect in that campaign?

  • Updated

Yes, but it depends on the campaign status and the configured assignment mode. This article explains how changes in users and groups impact before and after the campaign starts.

Before the campaign starts

While the campaign is in Not started status, any changes to groups or users:

  • Are applied without restrictions

  • Will be correctly reflected at the time of start

This means you can:

  • Add or remove users

  • Modify groups

  • Change recipients

Note: All changes will be considered when the campaign starts.

After the campaign starts

Once the campaign moves to In progress status, the behavior will depend on the selected mode.

The available modes are:

  • Single initial assignment and specific expiration date

  • Recurring assignment and relative duration

Mode: Single initial assignment and specific expiration date

  • Users are assigned only at the time the campaign starts

  • Subsequent changes to groups or users have no effect

That is:

  • If you add users to a group → they will not be assigned

  • If you remove users from a group → they will remain assigned

Mode: Recurring assignment and relative duration

  • The campaign continues evaluating groups during its validity period

This means that:

  • If you add new users → they will be assigned automatically

  • The assignment is made the next day, at the same start time

  • If you remove users from the group → they will remain assigned to the campaign

Additionally:

  • Each user has an individual expiration date, calculated according to the configured duration

Recommendations

To avoid unexpected behaviors:

  • Properly define groups before starting the campaign

  • Choose the mode according to the need:

    • Single initial assignment → closed campaigns

    • Recurring assignment → dynamic campaigns (e.g., new hires)

Related resources

For more information, you can consult:

Best practices

  • Validate groups before starting critical campaigns

  • Use recurring mode for ongoing processes (e.g., new hires)

  • Avoid structural modifications once a campaign has started

  • Conduct tests with small groups before mass campaigns

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