Understanding Engagement Editing Capabilities

Our platform allows you to create automated engagements to send messages, forms, and reminders to participants based on specific triggers and schedules. We understand that requirements can change over time, so we have built in the ability to edit existing engagements after they have been created.

Editable Fields

After an engagement has been created, you can modify all fields except for two:

1. Engagement Type: You cannot change the fundamental engagement type itself (e.g. message, form, etc.)

2. Form/Message Content: You cannot swap out the actual content file like the message text or form.

However, you can edit fields such as:

- Trigger conditions for when the engagement sends

- Time windows when the engagement is available 

- Recurring schedules

- Reminder times

- Expiration dates

Impact on Existing Queued Engagements

When you edit and save changes to an existing engagement, any instances that have already been queued and triggered for participants will not be affected. Those queued engagements will be send according to the original settings that they were created with. 

When you edit an engagement, the changes will only apple to new queded or trigger engagements 

For example:

- If an engagement had 1 reminder and you change it to 5 reminders, queued instances of this engagement will still only send 1 reminder.

- If an engagement expires after 2 days and you change it to 1 day, queued instances will expire after the original 2 days.

- If an engagement recurs every 14 days and you change it to 36 days, the queued instances will show based on the 14 day schedule.

New engagements will trigger based on new engagement settings

Once you update an engagement, new engagement will trigger based on the condition specified. The moment you update an engagement, we will check once if the trigger condition is true for any of the records and their participants. If so, we will trigger the engagement. Example:

-Record 12 has action status Hello world 

- You update an engagement trigger from "5 days after enrollment" to "0 days after action status Hello World is met". 

- The moment you save the engagement, we will check if any record has the status Hello world. 

- In the case, Record 12 has this action status so the engagement will be trigger

Keep in mind that this is different from when you create a new engagement. When you create and save a new engagement, we don't verify if any trigger conditions are met at that moment. So in the example above, no engagement would have been trigger to Record 12 in case 

Summary

In summary, this engagement editing capability gives you flexibility to modify engagement settings as needed, while still allowing any previously queued engagement instances to complete based on the parameters they were originally set up with. Only newly queued instances after saving edits will follow the updated settings.