How to Add a Step

You can add a Step to an already-created campaign or create new steps for a new campaign. The steps you can add to the campaigns are emails that can be sent to the leads in the contact list you select. 

To learn more, keep reading below:

1. Go to the Campaign for which you want to add a step and click the Add Step green button. 
   
   
   
   
2. Under Preferences, you can uncheck if you want to use a different start or frequency for the step you add. 
3. In the Subject Line, add the subject to the email. 
4. Under the message, add the information you want to include.
5. You can upload a PDF File if needed. 
6. Once you have edited the new step, you can add PublishtheStep.
7. If you haven't finished the step, save it as a Draft. 
8. Send yourself a test email to preview the step. 
9. Or close this window.
   
   
   
   

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