Editing a scheduled Smart Campaign that hasn't run yet

[Matthew_Antos-L]

If you schedule a Smart Campaign to run in the future (say a week’s time), then before that time go and edit the Smart List filters on that campaign, would the scheduled send reflect those changes?

e.g. Smart List is [Country is GB]

then edited after scheduling to add [email is not Barry@acme.org]

Would the email go to Barry@acme.org as he was eligible when the campaign was originally scheduled?

[Balkar_Singh]

Yes - the smart campaign calculates the count whenever it's scheduled. That's the reason the schedule tab mentions 'may change over time'

The triggered campaigns however when push members into wait steps can't be undone unless we abort the campaign.

[Christiane_Rode]

The distribution will be those captured by the smart list as it's set up at point in time it's scheduled to run. If you're a little nervous,  you can check your distribution after you've made the edit to the SL by clicking on the underlined portion of the "Set to affect around XXXXX people" and verify that the particular email/person you'd like to exclude is not on the list.

[Abhinav_saini]

Hi Matthew,

Marketo batch smart campaign will check target audience 15 mins before schedule time. If you "run now" any campaign it'll also take 15 mins as Marketo need some time (15-20 mins) to check the filters and criteria and start sending out the emails. 

[Ruchi_Lapran1]

Hi Matthew,

The easiest way to identify whether the correct audience is getting enrolled based on smartlist rules is to check under Campaign members>Qualified People. If you change the batch campaign smartlist before the scheduled time (considering leads aren't in a wait step), the qualifying audience would also change.

So if you add email is not Barry@acme.org, it would reflect as well.

To verify this without making any changes in the original campaign, create a clone, schedule it at the same time, and review the qualified people (Barry's lead should be there). Then make required edits to the campaign smart list, refresh the qualified member's list and review again.

Hope this would help.