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Campaigns

The flow builder

Actions, conditions, branches, merges, integration steps and the launch checklist.

A flow is a set of steps each person goes through. Actions do something (invite, message, InMail, email, visit, like, comment, follow, tag, webhook, CRM sync). Conditions wait for something (accepted, replied, opened, clicked, positive reply) and split into Yes and No.

Go to step

Use "Go to step" to join another path or repeat from an earlier step. There must be a wait on the way round, and each person goes round at most the number of times you set.

Undo, export and import

Undo and redo work while you edit. Export a flow as a file and import it into another campaign or workspace.

What happens to each person

The panel beside the canvas describes the flow in plain words, so you can check it reads the way you meant.

Launching

Review & launch shows a checklist: audience, accounts, sequence, schedule and capacity. Start now, or schedule a start time.