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How to Withdraw a Campaign

This article explains how to withdraw a campaign using either of the two supported methods, with step-by-step guidance for each option.

Overview

This article explains how staff users can withdraw a campaign from the system. There are two supported ways to withdraw a campaign, depending on where you are in the platform. Both methods achieve the same result.

When to Use Each Option

  • Option 1 is typically used when withdrawing a campaign directly from the campaign list or overview.

  • Option 2 is used when withdrawing a campaign from within the campaign details view.

Use whichever option best fits where you are in the system.

Option 1: Withdraw Campaign from the Campaign List

Step 1: Open the Campaigns Page

Navigate to the Campaigns section from the staff portal.

You will see a list of all available campaigns along with their current status.

Step 2: Locate the Campaign

Find the campaign you want to withdraw from the list.

Ensure you are selecting the correct campaign, as this action affects campaign availability.

Step 3: Open Campaign Actions

Click the action menu (for example, three dots or action button) associated with the campaign.

This will display a list of available actions for that campaign.

Step 4: Select “Withdraw Campaign”

Choose the Withdraw Campaign option from the menu.

Step 5: Confirm Withdrawal

If a confirmation prompt appears, confirm the action to proceed.

Result (Option 1)

  • The campaign is withdrawn successfully

  • The campaign status updates accordingly

  • The campaign is no longer active or available for selection


Option 2: Withdraw Campaign from Campaign Details

Step 1: Open the Campaign

From the Campaigns page, click on the campaign to open its details view.

Step 2: Access Campaign Actions

Within the campaign details page, locate the Withdraw Campaign action or button.

This is usually available near the campaign controls or header section.

Step 3: Withdraw the Campaign

Click Withdraw Campaign.

Step 4: Confirm the Action

Confirm the withdrawal when prompted.

Result (Option 2)

  • The campaign is withdrawn successfully

  • The campaign status is updated

  • You are returned to the campaign list or dashboard

Expected Result (Both Options)

Regardless of which option you use:

  • The campaign is withdrawn successfully

  • The updated status is visible on the Kanban view

Notes

  • Withdrawing a campaign may affect associated workflows or visibility

  • This action is typically limited to staff users with appropriate permissions

  • Once withdrawn, a campaign may require reactivation or recreation depending on system rules


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