Level 2: Advanced Configuration
Level 2: Advanced Configuration
Multi-Step Sequences
Complex Sequence Example
10-Step Lead Nurturing Campaign:
START
│
â–¼
Email 1: Introduction (Day 0)
│
├─ Opened? ──YES──â–¶ Email 2A: Engaged Path (Day 2)
│ │
└─ NO ──â–¶ Email 2B: Re-engagement (Day 3)
│
â–¼
Email 3: Value Proposition (Day 5)
│
├─ Clicked? ──YES──â–¶ Email 4A: Demo Offer (Day 7)
│ │
└─ NO ──â–¶ Email 4B: Case Study (Day 8)
│
â–¼
Email 5: Social Proof (Day 10)
│
├─ Replied? ──YES──â–¶ [Move to Sales]
│
└─ NO ──â–¶ Email 6: Final Offer (Day 14)
│
â–¼
[END or Re-engage]
Conditional Branching
Branch Based on Engagement:
sequence_step:
email_id: "intro_email"
wait_duration: 2 days
conditions:
- if: email_opened
then: send_email("engaged_path")
- if: email_clicked
then: send_email("hot_lead_path")
- if: email_not_opened
wait: 1 day
then: send_email("re_engagement")
- if: email_replied
then: exit_sequence("move_to_sales")
Branch Based on Contact Attributes:
sequence_step:
conditions:
- if: contact.industry == "SaaS"
then: send_email("saas_specific_content")
- if: contact.company_size > 100
then: send_email("enterprise_content")
- if: contact.lead_score > 50
then: send_email("high_value_offer")
- else:
then: send_email("standard_content")
Advanced Scheduling
Timezone-Aware Scheduling
Send at Optimal Local Time:
campaign_schedule:
send_strategy: "recipient_timezone"
preferred_time: "09:00"
timezone_fallback: "America/New_York"
rules:
- if_timezone_unknown: use_fallback
- respect_business_hours: true
- skip_weekends: true
- skip_holidays: true
Example:
Contact in New York (EST): Email sent at 9:00 AM EST
Contact in Los Angeles (PST): Email sent at 9:00 AM PST
Contact in London (GMT): Email sent at 9:00 AM GMT
All contacts receive email at their local 9:00 AM
Send-Time Optimization
AI-Powered Optimal Send Times:
send_optimization:
enabled: true
strategy: "engagement_based"
analysis:
- historical_open_times
- historical_click_times
- industry_benchmarks
- contact_behavior_patterns
optimization_window:
start: "06:00"
end: "18:00"
timezone: "recipient_local"
Results:
Contact A: Historically opens at 7:30 AM → Send at 7:15 AM
Contact B: Historically opens at 2:00 PM → Send at 1:45 PM
Contact C: No history → Send at industry benchmark (9:00 AM)
Campaign Templates
Pre-Built Campaign Templates
Welcome Series Template:
Template: "SaaS Welcome Series"
Duration: 14 days
Emails: 5
Day 0: Welcome + Account Setup
Day 2: Feature Overview
Day 5: Quick Win Guide
Day 9: Advanced Features
Day 14: Success Story + Upgrade Offer
Conversion Rate: 12-18% (industry average)
Lead Nurturing Template:
Template: "B2B Lead Nurturing"
Duration: 30 days
Emails: 8
Week 1: Problem awareness (2 emails)
Week 2: Solution education (2 emails)
Week 3: Product positioning (2 emails)
Week 4: Conversion push (2 emails)
Conversion Rate: 8-12% (industry average)
Custom Template Creation
Save Campaign as Template:
Campaign Actions:
→ Save as Template
Template Configuration:
┌─────────────────────────────────────────────────────┐
│ Template Name: "Custom Onboarding" │
│ Category: Onboarding │
│ Tags: SaaS, B2B, Welcome │
│ Description: 7-day onboarding for new users │
│ │
│ ☑ Include sequence structure │
│ ☑ Include email templates │
│ ☑ Include conditional logic │
│ ☐ Include specific content (use placeholders) │
│ │
│ Sharing: │
│ ○ Private (only me) │
│ ● Team (all workspace members) │
│ ○ Public (template library) │
└─────────────────────────────────────────────────────┘
Audience Segmentation Integration
Dynamic Audience Selection
Segment-Based Campaigns:
campaign_audience:
type: "dynamic_segment"
segment_id: "engaged_users"
criteria:
- lead_score: "> 30"
- last_activity: "< 30 days"
- email_verified: true
- unsubscribed: false
refresh: "daily" # Re-evaluate segment membership
enrollment_rules:
- new_contacts: "auto_enroll"
- exited_contacts: "remove_from_sequence"
Example:
Day 1: 500 contacts match criteria → Enrolled
Day 5: 50 new contacts match → Auto-enrolled at step 1
Day 5: 20 contacts no longer match → Removed from sequence
Exclusion Rules
Prevent Over-Messaging:
exclusion_rules:
- exclude_if: "in_other_campaign"
- exclude_if: "received_email_last_24h"
- exclude_if: "marked_as_customer"
- exclude_if: "unsubscribed_from_category"
priority_handling:
- if_conflict: "pause_lower_priority"
- resume_after: "higher_priority_complete"
Team Collaboration
Campaign Approval Workflow
Enterprise Approval Process:
Campaign Creation:
↓
Draft Review (Creator)
↓
Submit for Approval
↓
Manager Review ──REJECT──â–¶ Back to Creator
│
APPROVE
↓
Compliance Review ──REJECT──â–¶ Back to Creator
│
APPROVE
↓
Schedule & Launch
Approval Configuration:
approval_workflow:
required_approvers:
- role: "campaign_manager"
required: true
- role: "compliance_officer"
required: true
conditions:
- if: audience_size > 10000
- if: contains_promotional_content
approval_timeout: 48 hours
timeout_action: "auto_reject"
Collaborative Editing
Real-Time Collaboration:
Campaign Editor:
┌─────────────────────────────────────────────────────┐
│ 👤 Sarah (editing Email 2) │
│ 👤 Mike (viewing sequence) │
│ 👤 Lisa (editing Email 3) │
│ │
│ Activity Feed: │
│ • Sarah updated subject line (2 min ago) │
│ • Mike added comment on Email 1 (5 min ago) │
│ • Lisa uploaded new template (10 min ago) │
└─────────────────────────────────────────────────────┘