InsuredMine CRM | Optimize and Grow Your Insurance Agency

Save campaign as drafts

In this article, you will learn:

Save a campaign as draft

  1. Create a campaign with multiple stages or just one stage from the Engagement section

2. Once you’ve created a campaign and want to use is later with a different use case, you can save it as a draft by clicking on the Save as Draft button.

This feature becomes useful in case you have missed out on creating a list or a template or might want to change the schedule of when you want to send it out.

View saved campaigns

  1. Go the Analytics section under the Engagement tab >> Email Campaigns box.

2. Click on the Drafts button to view your saved campaigns.