In the AutoMail application:
- Select "Campaign Management" on the left-side navigation.
- Select "Farming" or "Client Follow-Up".
- Select campaign name.
- To cancel the whole campaign:
- Select the "End Campaign" button near the top right. This will delete the entire campaign.
- Note: Some accounts may not display the "End Campaign" button. Please contact our support team for assistance.
- If atleast one order has been fulfilled for the campaign, it will cancel all scheduled mailings and the campaign will move to 'completed' status so that you can still see the order details for the month(s) that the campaign was active.
- To cancel a future mail month (not applicable for Client Follow-Up):
- Look at the campaign design section near the bottom of the screen while in the campaign overview.
- You will see red ‘trash can’ icons next to the month name of any mailing you are still able to cancel.
- Select the trash can next to the name of a month you wish to cancel and approve the change.
- Note: Once you delete a scheduled or processing mail order from this view, you will NOT be able to add a mailing for that month back into that campaign
- To cancel the whole campaign:
- To cancel a "Farming" order in process, click the avatar/agent photo at the top right. Then click "Orders" -"Farming". All processing orders should be in a "scheduled" status.