How to Access Campaign Flows

In the navigation bar at the top of the page, click on Campaigns > Campaign Flows

If you haven’t yet created a Campaign Flow, you'll navigate to the Welcome page, with a description of the feature. Click “Create New Campaign Flow” to get started.

Campaign Flows Home Page Library

Once there is at least one Campaign Flow, navigating to the Campaign Flows home page will look a little different. It will now be a library listing all of the Campaign Flows created within the account. Creating a new Campaign Flow starts on this page now, as well. 

Use the guide below to learn more about the features on this page. 

1 - Search Tool: Type in the name, or portion of the name, of the campaign flow you’d like to bring up, then click the “Search” button. To clear the search, click the “Clear Search” button.

2 - Create New Campaign Flow: Clicking on this button will take you to the first step in building a Campaign Flow.

3 - Flow Name: Campaign Flows that have already been built. Click on the flow name to navigate to the flow specifications page.

4 - Campaign Type: Describes if a Campaign Flow is set up with Triggered Drip or Automated File Campaigns. Dates that the flow was created and last modified follow the Campaign Type.

5 - Status: Describes whether a Campaign Flow is Live or in Draft Mode.

6 - Additional Options Menu: These are list specific options to Edit, Copy, View the list’s Enrollment and History, or Delete.