Daily Workflows
Create a Drip Campaign
Summary
Create structured email and SMS follow-up sequences for repeatable lead nurturing.
Steps
- Open Campaigns and create a new campaign.
- Add steps with channel and timing configuration.
- Validate compliance before enrollment.
Expected Result
Campaign is created with valid steps and ready for enrollment.
Screenshots
Visual reference aligned to each step with desktop and mobile variants.
Step 1
Step 2
Troubleshooting
- If save fails, complete required step fields.
- If compliance fails, revise blocked content and recheck.



