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
- Choose the goal, offer, methodology, angle, and the data the draft should focus on.
- Save the strategy before generating. The saved revision lets you leave and resume later.
- Generate a sequence draft, then review every message and delay in the preview.
- 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.