The Steps tab of any campaign lets a user add and remove campaign steps, edit steps, change their order.

Adding a step

Use the Add Campaign Step button when you create a new campaign. When you click on it, the system opens the Template creation pop-up.

To add an additional step to an already existing Campaign, click the + button at the top right corner of the Steps tab or the Create new step button at the bottom of the Steps tab.

You can also add a variant of the same step email for A/B testing to test several variants of emails sent randomly to your people in this campaign, to see which template variant gets better reply rates.

Editing a step

To edit, clone or remove a variant of the step email, hover over the needed variant and select the Edit, Clone or Remove button:

Changing step order

To change the order of steps in the campaign, drag-n-drop any step to the needed position. You can rearrange only the steps that do not have outgoing emails.

Removing a step

To remove a campaign step hover over the step template and find the Remove icon on the left side

Please note, that once a step has been sent to at least 1 prospect, it cannot be removed.

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