How to Move a Touchpoint to a Different Part of the Campaign Tree

Overview

In Alta, you can drag and drop touchpoints inside the campaign builder.

This allows you to move steps such as:

to a different part of the campaign tree, as long as the new position is valid.

From the main navigation, click Campaigns.

Then, open the campaign you want to edit.

Inside the campaign, go to the Touchpoints section.

Here, you will see the campaign flow displayed as a tree.

Each step in the flow is called a touchpoint.

Locate the touchpoint you want to move.

For example:

On the left-hand side of the touchpoint, you will see six dots.

These dots are used to drag the touchpoint.

Click and hold the six dots on the left-hand side of the touchpoint.

Then, drag the touchpoint to the new branch of the campaign tree.

Release it in the position where you want it to be placed.

You can repeat the same process for other touchpoints.

For example, you can:

Not every touchpoint can be moved to every part of the tree.

For example, you cannot move a LinkedIn message to a branch where the prospect has not yet connected with you on LinkedIn.

This is because a LinkedIn message can only be sent after the prospect is connected.

If you try to move a touchpoint to an invalid position, Alta will show an invalid position message.

If your campaign includes:

You can drag a touchpoint to another valid branch of the tree if it matches the campaign logic.

However, you cannot place a LinkedIn message before the connection request is accepted, because the prospect is not connected yet.

Make sure each touchpoint is placed in a logical order.
Keep LinkedIn messages after a successful LinkedIn connection.
Use drag and drop to keep your campaign tree organized.
If Alta shows an invalid position message, choose a different location in the tree.
Review the full campaign flow after moving touchpoints to make sure the sequence still makes sense.

Use this feature when you want to: