Before You Go Live
Test Mode
Run a campaign against a specific test record before activating it broadly — this lets you walk an activity chain forward manually and confirm the emails/actions look right without waiting for real trigger timing or affecting real contacts.
Starting the Campaign
- Click Start once satisfied with the workflow — the campaign moves to Running.
- A scheduled action periodically checks for new records matching the filter and enrolls them as participants, then processes any activities whose trigger/delay has come due.
Note: once a campaign is running, changing an activity's timing (Send After) is restricted, since participants may already be mid-flow relying on the original schedule — stop the campaign first if a structural change is needed.
Participants View
Open the campaign's Participants to see every record that has entered, which activity they're currently on, and their full trace history — useful for answering "why hasn't this specific contact received the follow-up yet."
Pausing & Stopping
Pause a campaign to stop new participants entering and new activities firing without losing the configuration, or stop it entirely once it's no longer needed (e.g. a seasonal promotion campaign after the season ends).
