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Step 1: Navigate to the Campaigns screen → Click the Add button available on the screen.
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Step 2: The system will open the Campaign setup screen. Fill in all the required fields, then click Save to move to the next step.
Field Details:
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Name: Enter a title for your Campaign.
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Category: Choose the Campaign type. The options here are pulled from the Category settings in the Setting section (configured in section 1.2). Only Categories marked as type Campaign will appear.
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Color: Assign a color to the Campaign for easier identification and sorting.
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Published: Selecting Yes activates the Campaign. If No is selected, the Campaign will be saved but won’t be active.
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Start Date / End Date: Set the time frame during which the Campaign should be active.
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Description: Optionally provide a summary or description of the Campaign.
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Step 3: Once the information is saved, you’ll be taken to the General Details screen. Use the Builder tool to design the Campaign’s Workflow.
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Step 4: On the Workflow Builder screen, construct the flow by dragging action elements into the design space → Click Save to store your work or Clear to remove the current Workflow.
Workflow Tips:
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Drag and drop actions into the design area to build your Campaign logic.
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Use Ctrl + scroll to zoom in or out for a better view of the Workflow layout.
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Important Notes for Campaigns:
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The Start Date must be today or earlier. If a future date is selected, the system will skip the Campaign when the Cron job runs.
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The End Date must be a date in the future for the Campaign to remain valid.
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Campaigns only reprocess Nodes that haven’t run yet. Already executed Nodes won’t run again. If all Nodes have been processed, you must create a new Campaign to rerun the flow.