Simplify Campaign Setup: Edit, Swap, and Stay in Control—All in One Place

Running a campaign should feel smooth—not like jumping between pages just to make simple updates.

But until now, making changes to templates, toggling channels, or managing campaign details could slow things down and interrupt your workflow.

That’s exactly why we’ve rolled out a set of updates designed to make campaign setup faster, clearer, and more flexible, so you can stay focused on execution, not navigation.

Why Campaign Setup Used to Feel Slower

When building or editing campaigns, users often needed to:

• Jump between pages to edit templates

• Manually reselect templates when testing variations

• Navigate extra steps just to adjust campaign channels

These small frictions add up—especially when you're trying to launch or optimize quickly.

A Smarter, More Streamlined Campaign Experience

With these new updates, you can now manage key parts of your campaign directly from one place—no extra steps, no unnecessary clicks.

Edit Templates Directly from the Campaign Page

Need to tweak your messaging or design?

You can now click “Edit” right from your campaign view and make changes instantly—without leaving the page.

This means:

• Faster adjustments

• Less back-and-forth

• More control while building

Swap Templates in Seconds

Testing different messaging or visuals?

You can now use the blue dropdown above any template to quickly swap it out.

Search by keyword, preview options, and update your campaign in just a few clicks—no need to start over.

More Control Over Campaign Channels

You’ll also notice clearer controls for selecting or excluding channels like SMS.

We now recommend excluding SMS from most campaigns, especially when getting started, since it involves additional setup and compliance requirements.

This gives you:

• A simpler starting point

• Fewer setup hurdles

• More focus on what works best first (like direct mail and email)

Auto-Fund Visibility Built Right In

You’ll now see clearer messaging around Auto-Fund directly within your campaign.

Auto-Fund ensures your campaign continues running smoothly by:

• Charging only when mail is sent to production

• Preventing interruptions due to low balance

• Giving you full control over your spend

Think of it as a “set it and stay protected” system for your campaigns.

Dynamic Profile Assistant (DPA) — More Flexibility

When setting up templates, your Dynamic Profile Assistant will guide you on what information is missing.

Now, you also have the option to skip certain elements if needed.

That means:

• No more blockers during setup

• Faster campaign launch

• Flexibility when information isn’t ready yet

Why This Matters

Campaign setup should help you move faster—not slow you down.

These updates are designed to give you:

• Faster editing and iteration

• Clearer campaign control

• Less dependency on support

• A smoother, more intuitive workflow

In short: everything you need, right where you need it.

Take Action Now

Log into your PRINTgenie account and explore the updated campaign experience.

• Edit templates instantly

• Swap designs in seconds

• Simplify your channel setup

• Keep your campaigns running without interruption

If you’d like help walking through these updates or optimizing your campaign setup, you can always book a quick session with our team.

Your workflow just got easier—now it’s time to put it to work.