1. New campaign: Click ‘+’ to create a new campaign.
  2. Campaign name: Click to edit the campaign name.
  3. Preview: Once you’ve built your chatflow, you can click ‘Preview’ to test.
  4. Status: ON/OFF - The campaign and chatflow is only active online when it is turned ON. To edit, you must first turn OFF the campaign. The campaign and chatflow is not accessible to your users when it is turned OFF.
  5. More: Clone or delete a campaign.
  6. Schedule: The Start and End Date of the campaign. Your Start Date is set to the date you created the campaign and End Date is ‘Never’ unless you specify otherwise.
  7. Reset Conversations: ‘Reset conversation’ is enabled by default. When it is enabled, conversation will always start from the beginning of the chatflow when users return; otherwise conversation will continue from where they left off in the chatflow.
  8. Placement: Click 'Add' to specify the placement to trigger the campaign. Placement is a place on your website or app, such as LANDING for the landing page. If no placement is specified, the campaign can be triggered by any pages of your website. We will leave this blank for testing.
  9. User: You can also specify the users to target, such as their profile, behaviors or other custom variables. For example, you can target users who have spent over $10,000. This is an optional setting so let’s skip user targeting for now until we have more user data in the account.
  10. Chatflow: Click the Chatflow tab to create a chatflow for this campaign. This is a required component for your chatbot to function.