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Step 3: Campaign Flow

Step 3: Create Campaign Flow​

Select Action (dropdown):
Choose between:

  • Send Email
  • Send Sales Alert

If “Send Email”​

  • When?
    Numeric input + unit dropdown (seconds / minutes / hours / days)
  • Select Email (dropdown)
    Lists your pre-created templates (e.g. “Survey Campaign Email 1 – How your lead gen going?”)
  • Follow-Up Conditions (expand toggles):
    • If mail is open → choose next action or branch
    • If mail is not open → follow-up
    • If response is positive → next step
    • If response is negative → next step
    • If no response in X days → next step
  • Add Multiple Steps
    Click + to add another action block and chain conditions as needed

If “Send Sales Alert”​

  • Select Email field
    Choose which email event triggers the internal alert (e.g. “Trigger alert when positive reply received on Email 1”)

Buttons:

  • Cancel
  • Back
  • Save & Next