Create a manual campaign and enroll leads
Create the campaign record using the current Manual flow, then import and enroll a pasted list or CSV from the campaign card.
Before you start
- Be an Admin or Company admin; Campaign Management is an admin-only page.
- Have a campaign name, intended audience, and a contact list you are authorized to use.
- For a consumer or borrower audience, confirm the required marketing consent before enrolling contacts.
Step by step
Open Campaign Management
Select Operations → Campaigns, then select “New Campaign.” The create dialog opens with “Manual” and “AI-Generate” modes.
Choose Manual and an audience
Leave “Manual” selected and choose an “Audience”: Lenders, MLO Recruits, Borrowers, Realtors, or Webinar Attendees.
Name the campaign
Enter the required “Campaign name.” Add a “Description (optional)” if useful, then select “Create Campaign.” The form cannot submit until a campaign name is present.
Open the new campaign
The campaign card should appear with its audience and draft status. Select the card name or “Import Leads” to continue. The detail drawer also provides “Import Leads” and steps/enrollments tabs.
Choose an import format
In “Import Leads,” choose “Paste List” for one email per line or Name, Email, Company lines, or choose “CSV Upload” and paste CSV content with a header row. The UI recognizes email, full_name or name, company, phone, and source columns.
Confirm consent when required and enroll
For consumer/borrower campaigns, check “These contacts have given marketing consent (required for consumer/borrower campaigns).” Review the list, then select “Import & Enroll.” The completion dialog shows contacts enrolled, duplicates skipped, and invalid rows skipped.
Check your work
- The new campaign card is visible with its name, audience, status, email-step count, and enrollment count.
- The import dialog changes to “Import complete.”
- The results show the number of contacts enrolled and any duplicates or invalid rows skipped.
Troubleshooting
I cannot open Campaign Management or New Campaign.
Campaigns is admin-only. Return to the role-appropriate dashboard; if you should be an Admin or Company admin, ask your organization administrator to review access.
“Create Campaign” is disabled.
In Manual mode, enter a nonblank “Campaign name.” If you are in AI-Generate mode, switch back to Manual for this procedure.
The page shows “Import failed.”
Confirm the paste is nonblank, the CSV has a header row, and the selected format matches the text. For a consumer/borrower campaign, confirm the consent requirement is met, then try the import once more.
The completion dialog reports skipped rows.
Review duplicates and invalid rows separately. Correct the source list and import only the rows that should be newly enrolled; do not assume a skipped duplicate is a delivery failure.
Important limits
- The current Manual dialog creates the campaign record but does not expose a verified email-step editor. Do not promise that manually created campaigns contain a sequence until steps are visible on the card or detail drawer.
- A saved or enrolled campaign is not proof that an email was delivered. Actual processing depends on campaign status and the configured email provider, and delivery is not guaranteed.
- The separate “AI-Generate” mode creates AI-written copy. Review AI drafts before use and do not treat them as compliance approval.