To remove an event from a campaign: Open the Campaigns tab at the top, then select the campaign that contains the event you want to modify. Click the event’s Join Date. In the upper-right corner, open the ☰ menu and choose Delete. Confirm the deletion. Note that this action is permanent—once […]
Editing a Campaign Event To adjust when a Message or Flow is triggered, modify the Flow, or switch between sending a Message and launching a Flow within a Campaign Event: 1. Go to the Campaigns icon in the upper-right corner of the page, then select the campaign that includes the event you […]
Use this feature to export data from your campaigns. Go to your campaign page and select the campaign you wish to export. Click the ☰ menu icon and choose “Export”. You will be directed to the “Create Export” page, where you can select to export either individual campaigns and flows or groups of campaigns […]
To archive a campaign, follow these steps: Click on the “Campaigns” tab, then select the checkbox next to the campaign you wish to archive. Next, click the Folder Box icon located above the list of campaign names; this will archive the selected campaign. To access all archived campaigns, navigate to the “Campaigns” page and click […]
To modify the name of a campaign or the group it belongs to: Go to the Campaigns tab at the top right of the page, then select the campaign you wish to edit. Click the ☰ menu icon in the top-right corner and choose “Edit”. Update the campaign name and/or the associated group, then […]
To reactivate a campaign that you have previously archived, follow these steps: Click on the Campaign icon, then select the “Archived” folder to display a list of your archived campaigns. Check the box next to the campaign you wish to reactivate, then click the Activate Icon that appears. This will restore the campaign to active […]
When adding a campaign event, you have multiple options for managing the message or flow initiation. If a contact is currently active in a flow and the event involves sending a message, you can: Stop the current flow and execute the event, Skip the event and prevent the message from being sent, or Send the […]
Each contact is associated with specific attributes, known as contact fields, which store information such as names, phone numbers, and any other personal details you wish to track. In our example scenario, we aim to create a custom contact field to record the date a contact joins a group. This Date & Time contact field […]
Each campaign must have a name and be linked to a specific contact group to deliver campaign events. Keep in mind that a single campaign can target only one group at a time. Creating a Campaign Go to the Campaigns tab. Click the New Campaign button located at the top-left corner of the page. […]
A campaign event signifies an action scheduled relative to a date-time contact field, such as the default Created On date, which indicates when a contact was added, or a custom contact field you have defined. Make sure to Create a Campaign first before adding any events! Creating a Campaign Event Navigate to the Campaigns tab […]
