The Options tab contains campaign-wide administration and behavior settings. Most switches save automatically; campaign-name changes are saved with the Save button.
Campaign details
Edit the campaign name and select Save. Use a name that distinguishes the audience, motion, or period, such as “Benelux finance leaders — Q3.”
Sharing
Add active Bigmind users and assign one of these roles:
- Editor: Can change campaign setup, plan and review sequences, and operate the campaign while it is editable.
- View only: Can inspect campaign configuration, generated sequences, status, and results without changing them.
Remove a user from the sharing list to revoke their campaign access. The campaign creator remains its owner.
Review behavior
Propose outreach as part of the daily plans creates reviewed outreach tasks for the responsible users to complete from their daily plans. Fully autonomous sending is shown as a future option and cannot currently be selected.
Replies and tracking
- Stop email outreach when a person replies: Skip that person's future email steps.
- Stop outreach for the account when anyone replies: Pause future outreach for all people at the account.
- Track email opens: Add open tracking when the sender account supports it. If disabled, Opens is unavailable on the Overview tab.
- Track email link clicks: Add click tracking when the sender account supports it.
Delete a campaign
Editors can delete a campaign from the Danger zone. Deletion removes the campaign and its generated drafts and cannot be undone. Use the campaign header's stop and archive actions for a campaign whose history should be retained.