Daily Workflows
Edit Campaign Steps
Summary
Refine campaign timing and messaging as performance data and lead behavior evolve.
Steps
- Open campaign detail.
- Edit, reorder, or remove steps.
- Save and verify final sequence order.
Expected Result
Campaign logic reflects current strategy without enrollment regressions.
Screenshots
Visual reference aligned to each step with desktop and mobile variants.
Step 1
Step 2
Troubleshooting
- If a step cannot save, verify required fields.
- If order is inconsistent, refresh detail and verify sequence again.



