Create Workflow Campaign
Workflow campaigns are how you can create multi-step campaigns. These are useful for creating camapigns like
- Sales Sequences
- Drip Campaigns
- Conditional Campaigns
How to create?
- Go the campaigns page
- Click "Create Campaign"
- Provide a campaign name
- Select Workflow Campaign
- This will create and open the campaign builder
- Click the + button to add a new step
- You can add whatsapp/email message step
- Once added - the right hand panel will show various configurations for configuring the step
- Message template selection
- When to send the message
- Once ready - do not forget to mark this campaign as active
Here is a video example of the same. Click to view the video
How to add existing leads to campaign
You can add existing leads to a camapign as follows
- Go to Leads page
- Select the leads that you want to add to a campaign
- Click the Actions buttong from the top right action bar
- Select "Add To Campaign"
- Choose Cmapaign
- Click Add
