Campaign Builder

The Campaign Builder is where you design your message sequences. It provides a visual canvas for adding, configuring, and connecting campaign steps.

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Screenshot: Full Campaign Builder interface showing canvas with nodes

campaign-builder-full.png

1. Open any campaign in edit mode or create a new one
2. Capture the full builder showing the header, canvas with steps, and configuration panel
Save to: static/img/screenshots/drip-campaigns/builder/campaign-builder-full.png

Channel selection

When you create a new campaign, a channel selection overlay appears before the builder loads. Select the channel for this campaign:

Channel	Message types available
WhatsApp	Approved WhatsApp templates (all types)
Facebook Messenger	Text messages, Button Messages, Card Templates
Instagram	Text messages, Button Messages, Card Templates

Channel is permanent

The channel cannot be changed after the campaign is created. The builder adapts to show only the options available for the selected channel.

Builder layout

Area	Position	What it does
Header	Top	Campaign name, Save button, Run Campaign button, Settings
Node Palette	Left panel	Drag-and-drop menu of available node types organized by category (Actions, Logic)
Canvas	Center	The main workspace where you design your sequence — a visual SVG canvas
Config Panel	Right side	Opens when you click a node to configure it
Validation Panel	Bottom	Collapsible panel showing real-time validation errors

Node types

The Campaign Builder has 6 types of nodes, each with a distinct color:

Node	Color	Purpose
START	Green	The starting point — defines the trigger and audience
MESSAGE	Purple	Sends a template message
DELAY	Blue	Waits for a specified time before the next step
BRANCH	Orange	Splits the path based on message delivery status
CHATBOT	Purple	Hands off the contact to a chatbot flow
END	Red	Marks the end of a campaign path

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Screenshot: All 6 node types shown on the canvas with labels

node-types.png

1. Create a campaign with all 6 node types on the canvas
2. Capture showing each node type with its color and label
Save to: static/img/screenshots/drip-campaigns/builder/node-types.png

Node placement rules

Rule	Details
START must be first	Every campaign begins with the START node
END must be last	Every path must end with an END node
No steps after CHATBOT	Chatbot nodes are always terminal (the chatbot flow takes over)
At least 1 MESSAGE	The campaign must have at least one message step
Campaign must end properly	The last step before END must be a Message or Chatbot node

Adding nodes

There are two ways to add nodes:

1. Drag from the palette — Drag a node type from the left panel onto the canvas
2. Drop onto a connection — Drag a node onto an existing connection line to insert it between two nodes. A drop indicator appears when you hover over a valid connection.

After adding a node, click it to open its configuration panel on the right.

Configuring nodes

Click any node on the canvas to open its settings in the configuration panel. Each node type has different settings — see Campaign Nodes for details.

A status indicator appears on each node:

• Green check — Node is fully configured
• Red error — Node has missing or invalid configuration

Deleting nodes

Select a node and press Delete or Backspace to remove it. When deleting a Branch node, all nodes exclusively reachable through that branch are also deleted (cascade delete).

Keyboard shortcuts

Key	Action
Delete / Backspace	Delete selected node
Escape	Cancel connection drawing or close config panel

Read-only mode

Non-draft campaigns (Active, Paused, Archived) open in read-only mode — the node palette is hidden, configuration forms are disabled, and a "View Only" badge is shown. You can view the campaign structure but cannot make changes.

Settings access

Click the Settings icon in the header to access:

• Campaign Details — Name, description, reply action
• Audience — Contact selection

See Campaign Settings for full details.

Save vs Run

Button	What it does
Save	Saves the campaign as a Draft (or updates an existing draft)
Run	Saves the campaign and starts it immediately

warning

Once a campaign is running (Active), you cannot edit its steps. Make sure everything is correct before clicking Run. If you need to make changes, you'll need to archive the campaign and create a new one.