Building a Campaign: The 5-Step Wizard

Last updated: July 22, 2026

Creating a campaign walks you through five steps. A "Campaign so far" summary rail tracks your choices as you go, so you can always see the shape of the campaign you're building.

The five steps

  1. Audience — Who we'll reach. Choose which overdue patients to target. → Audiences — Who You'll Reach

  2. Cadence — How persistent should follow-up be? Pick the multi-touch sequence. → Cadences in Campaigns

  3. Volume — How many patients should we enroll? Set the size of the run and see the projected return. → Volume & Expected Return

  4. Schedule — Your rollout pace. Choose how the batch rolls out over time. → Schedule & Rollout

  5. Checkout — Review and launch. Confirm everything and start the campaign. → Launching Your Campaign

Saving and resuming

You don't have to finish in one sitting. Leave the wizard at any point and your campaign is kept as a draft. Back on the Campaigns tab, a draft shows Resume setup so you can pick up where you left off.

What's next

  • Audiences — Who You'll Reach