Each step of a campaign has 5 options for customization: Task, Email, SMS, Staff Email, Staff SMS.

To edit, simply navigate to either Account Settings -> Default Campaigns, Journey -> Customize Campaigns, or in the Individual Contact -> Campaign Details. From there you can edit each step.

Inside each step, you will see this page below. Click on the corresponding button to customize that step.

Task - To enable, move the slider in the top left to Enabled. Then insert a Task Title, Due In, Task Description and Confirmation Question. The "Assign Task to Specific Staff Member" is optional.

Tasks are great for manual touch points/check-ins with contacts/clients. For example, if you have a staff member that handles all member cancellations, or you want the owner to send out a special note at a specific step, this is where you would customize that.

Email - To enable, move the slider in the top left to Enabled. Then you can edit content with our visual builder and include text, Images, Buttons, Dividers, Social Icons, Dynamic Content, HTML, and Video. You can also include merge fields, custom appointment types, blog content and more!

SMS - To enable, move the slider in the top left to Enabled. SMS is a great way to send reminders to contacts/clients automatically when the step fires. SMS go out randomized between 9:00 am and 1:00 pm on the day. You can also insert merge fields such as: Contact Names, Staff names, Account Name or a Call to Action for that step of the journey(i.e. Book an Appointment).

Staff Email - To enable, move the slider in the top left to Enabled. Staff emails are a great way to notify the assigned staff member information about the client. The email editor is the same as above.

Staff SMS - To enable, move the slider in the top left to Enabled. This functions exactly as the SMS feature above, but is for your assigned staff member.

Make a mistake or need to delete the step?

In any case, you always have the option to Revert your customization back to the default by using the Revert button located next to any customized option.

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