How to Rename a Step in a Campaign

You may want to rename a step to make the campaign easier to understand, especially when you have multiple touchpoints in the same workflow.

Go to the campaign you want to edit.

Once inside the campaign, navigate to the Touchpoints section.

This is where you can view and manage the steps in your campaign flow.

Find the step you want to rename.

Click the three dots on that step to open the step options menu.

From the options menu, click Rename.

A field will appear where you can enter a custom name for the step.

Type the name you want to use for the step.

For example:

Choose a name that clearly describes the purpose of the step.

After entering the new name, click Save.

The step will now appear with the updated name in your campaign flow.

Clear names make it easier for your team to review, edit, and understand the campaign structure.