Step 1. Access Campaign Summary Page


On the dashboard, click "Edit Campaigns" to review all campaigns you have access to (direct link) 


Overview of Available Campaigns ( Link to Vie w )

Campaigns are grouped according to what stage the prospect is in

  • Direct Invitation - Nurture prospects whose information you have collected from other sources (Workshops, Mailing Lists etc…)

  • Referral Leads - Contact brand new prospects that are sent to you from from sources eg. SmartVestor, SmartAdvisor etc…

  • Pre-Engagement - Nurture prospects who haven't filled out any forms, interacted with the content, or had a meeting with you

  • Post-Engagement - Try to convert prospects who have filled out a form, or already had a meeting with you


Click on any campaign to review the messages inside of them.



Step 2. Reviewing/Edit Individual Messages

  • Every campaign contains one or more messages. 

  • Click “Edit Template” to review any individual message and make edits as necessary.
  • The “Header” and “Footer/Signature” block of e-mails are shared across all your templates. To change these, you need to edit them separately (see article: How do I edit my "locked" E-mail signature, or e-mail Header?)


Individual Campaign Step

Individual Campaign Step


E-mail Template Editor

Email Message Editor


Step 3. Adding/Removing/Re-Ordering Messages


In addition to editing messages, you can change the structure of the campaign by adding, removing, or re-ordering messages:

  1. Add New Messages - You can add both Email and Text messages

  2. Remove a Message - Messages cannot be restored once removed

  3. Re-Order Messages - Move a message to another position. 

  4. Set a Follow-Up Campaign - Automatically enroll user in another campaign once current campaign runs out of messages

  5. Approval Settings - You can choose to any message go out automatically, or require approval each time.
    Once you're comfortable with the templates, we suggest switching all your messages to "Send Automatically". The campaign will intelligently pause if anything happens (see article: How Harbor Intelligently Pauses and Resumes your campaigns so you don't have to)

  6. Message Delay - Set the delay between one step and the next. You can set this to be 2 minutes for a "quick follow-up," or 15 weeks for a "long-term drip"


Campaign Step Editor

Summary View for an Individual Campaign