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Add Campaign

campaignsadd-campaign placeholder

Overview​

The Add Campaign page guides the user through a step-by-step setup process. Instead of filling everything on one long screen, LeadX breaks the work into smaller steps.

Access​

  • Route: /create-campaign
  • Access: available to users who can create campaigns.

Step 1: Campaign Setup​

  • enter the campaign name
  • choose the campaign type or channel
  • choose the segment or audience

Step 2: Content & Messaging​

  • choose the message template
  • review message-related options for the selected channel
  • choose an SMTP setup when creating an email campaign

Step 3: Schedule & Delivery​

  • choose when the campaign should start
  • optionally choose when it should end
  • choose the sending window
  • choose timing rules such as interval and days

Buttons Users Will See​

  • Cancel / Back
  • Save & Continue
  • final step buttons:
    • Save Draft
    • Launch Campaign

Important Notes​

  • Users can move through the setup one step at a time.
  • Launch is blocked until the schedule details are valid.
  • At least one day must be selected when the schedule requires it.
  • After the setup is finished, LeadX returns to the Campaign page.