Create a campaign with Manual Steps
Creating a campaign with manual steps is a great way to have more control over the messages that are being sent. You'll create the campaign as you normally would, but there's a few steps to make sure you can choose if you want the message to send, or pause and not send the message.
First, when creating the campaign, you're going to want to make sure the "Approval of Social Media Steps" Toggle is turned on. Without turning this one, the campaign steps will trigger normally without the additional approval step.
Now that you have your campaign set up and started, nothing will send unless you approve it. You'll notice in the prospect menu that each of the prospects will have a new status, letting you know that it's awaiting your approval.
To approve the step, you can do it from either the prospect page or the inbox page.
Prospect Page
- Click on the prospect to open up the mini inbox pop up window
- Click Approve to have the message send, or pause to pause the entire campaign
- Click on the prospect you're wanting to interact with
- Click on Approve to have the message send, or Pause to pause the entire campaign