Communications Module — Saving a Campaign Draft

LIMITED RELEASE

The new Communications Module is available in Lead Capture only at this time.

You can save a campaign at any point without sending it. Drafts let you pause your work and return to it later. 

How to save a draft 

  • Click the 'Save and Exit’ button in the top-right corner of the campaign editor at any time (Fig 1). 
  • You do not need to complete all 4 steps before saving.
Replace Me

Fig. 1 - Save and Exit Campaign 

Accessing your drafts 

Saved drafts are stored and can be found on the campaign history page. 

  • Click the Draft tab above the campaign list to filter drafts only. 
  • Open a draft to continue editing from where you left off by selecting ‘edit’ in the action menu. 

Drafts remain editable until you send them. You can return to any step of the campaign editor to make changes, then either send the campaign or save it as a draft again. 

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