Kampaign Wizard: personalize, save, resume, and apply

Last verified 2026-07-23

Where: Kampaigns → open a Kampaign → Campaign wizard

The Wizard keeps strategy, generation, review, and builder handoff separate. Nothing activates automatically.

Build and save the strategy

  1. Choose the goal, offer, methodology, angle, and the data the draft should focus on.
  2. Save the strategy before generating. The saved revision lets you leave and resume later.
  3. Generate a sequence draft, then review every message and delay in the preview.
  4. Apply the reviewed draft to the campaign builder. Applying changes the builder draft; it does not activate the Kampaign.

Personalize enrolled Kontacts

When per-contact personalization is enabled, open Personalize contacts to prepare tailored opener, follow-up, and break-up copy. The screen shows the cost before it runs and remains unavailable while support is viewing the workspace.

Resume and recover safely

  • Generating or applying: refresh to read the saved state instead of starting the same operation twice.
  • A clear failure: read the message, correct the input, and retry that operation.
  • An uncertain apply result: stop. Support must reconcile the saved revision before another apply.
  • The builder changed after the Wizard draft was created: review the newer builder revision instead of overwriting it.
Support impersonation is read only. It can inspect the saved strategy and preview, but cannot save, generate, personalize, or apply.
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