Overview
The Campaign Preview and PDF Preview features give you full visibility into your drip campaigns without needing to enter edit mode. These tools help loan officers, admins, and team members quickly review campaign configurations, steps, and content.
Key Benefits:
- View complete campaign details (configuration, constraints, options, and steps) in a read-only modal.
- Generate a professionally formatted PDF of any campaign with fully rendered email and SMS content.
- Available to both admin users and non-admin users with marketing content viewing permissions.
- Easily share campaign details with team members by downloading and printing the PDF.
Accessing Campaign Preview and PDF
Both the Campaign Preview (View) and PDF Preview are accessed from the Drip Campaigns page. To get there:
- Click "Settings" in the top navigation bar.
- Click "CRM" in the left sidebar menu.
- Click "Campaigns". The Campaigns page will load with several tabs at the top.
- Click the "Drip Campaigns" tab. This is where all your drip campaigns are listed in a table.
Each campaign row has a three-dot menu ( ⋮ ) on the right side. Click it to reveal the available actions. Depending on your permission level, you will see different options:
- Admin users see: View, PDF, Edit, Duplicate, and Delete.
- Non-admin users see: View and PDF only.
Figure 1: The three-dot menu on a campaign row showing available actions.
Campaign Preview (View)
The Campaign Preview opens a read-only modal overlay that displays all configuration details of a drip campaign. This allows you to quickly review a campaign without entering the edit screen.
How to Open the Campaign Preview
- Find the campaign you want to preview in the Drip Campaigns table.
- Click the three-dot menu ( ⋮ ) on the right side of the campaign row.
- Click "View". A full-screen modal will appear with the campaign details.
To close the modal, you can click the X button in the top-right corner, click anywhere on the dark overlay behind the modal, or press the Esc key on your keyboard.
Figure 2: The Campaign Preview modal showing all campaign details in read-only mode.
Section 1: Campaign Information
The top section of the preview displays the core configuration of the campaign:
| Field | Description |
|---|---|
| Duration | Total length of the campaign (e.g., "3 weeks, 2 days"). |
| Status | Whether the campaign is Active or Disabled (with the date it was disabled). |
| Send From Address | The email address used to send campaign emails. Can be a specific email address, the assignee's email, or "Resolve from invoker." |
| Email Signature | Whose signature is attached to outgoing emails: the assignee's name, resolved from invoker, or None. |
| Tracking Number | The tracking number associated with the campaign for SMS sending. Can be a specific number, resolved from assignees, resolved from invoker, or N/A if SMS is disabled. |
| Revolving Campaign | Whether the campaign is a revolving date campaign (Yes or No). |
Section 2: Campaign Constraints
This section shows the trigger conditions that determine which contacts enter the campaign. The following constraints may be displayed:
- Status Tags: Which contact status tags are required, with an ALL or ANY scope indicator.
- 1003 Milestones: URLA milestones that must be present on an associated 1003 record.
- Excluded Statuses: Status tags that will prevent a contact from entering the campaign.
- Contact Types: Required contact types, with an ALL or ANY scope indicator.
- Source Matcher: Source filtering rules such as "Contains" or "Exact Match" with a source name.
- Assignees: Specific assignees the contact must have.
- Excluded Assignees: Assignees that would exclude the contact from the campaign.
- Invokers: Users who must have triggered the campaign.
- Excluded Invokers: Users whose invocation would exclude the contact.
- Excluded Tracking Numbers: Tracking numbers that should be excluded.
If no constraints are configured, the section displays "No constraints configured for this campaign."
Section 3: Campaign Options
This section displays read-only checkboxes showing the campaign's toggle settings:
- Subscribe Sender to All SMS Communication In this Campaign
- Finish drip campaign on user response
- Finish drip campaign upon contact's unsubscribe from email or SMS
- Is a revolving date campaign?
- CC the spouse on emails directed to the contact
- Reapplying tags to start a new campaign?
- Resolve from invoker
- Stop this campaign from being added to any more contacts (only shown if the campaign has been disabled)
Section 4: Campaign Steps
The bottom section displays a detailed table listing every step in the campaign, sorted by step number. Each step shows its order number, action type (with an icon), and specific details.
| Step Type | Details Shown |
|---|---|
| Wait (Increment) | Wait duration (e.g., "3 days") and scheduled send time (e.g., "at 10:00am"). |
| Wait (Until Day) | Target day and month (e.g., "1st day of March" or "15th day of the nearest month") and scheduled send time. |
| Send Email | Email template name (or "(Template deleted)" if the template no longer exists), recipients list (Contact, Spouse, Agents, Lenders, Outside Partners, Custom Recipient), and custom recipient address if applicable. |
| Send SMS | SMS template name (if using a template), recipients list, message content preview (truncated to 250 characters), and whether opt-out text is included. |
| Add Status | The status tag that will be applied to the contact, displayed with its assigned color. |
PDF Preview
The PDF Preview generates a professionally formatted, downloadable PDF document of the entire drip campaign. The PDF renders all email and SMS templates using a real contact's data, so you can see exactly what recipients will receive. The PDF opens in a new browser tab where you can view, download, or print it.
How to Generate a Campaign PDF
- Find the campaign you want to export in the Drip Campaigns table.
- Click the three-dot menu ( ⋮ ) on the right side of the campaign row.
- Click "PDF". A popup dialog will appear.
Step 1: Select an Example Contact
Before the PDF can be generated, you must select an example contact. This contact's data is used to render personalized merge tags (such as first name, last name, and email) in email and SMS templates so the PDF shows realistic content.
Inside the popup dialog:
- The dialog explains that an example contact is needed to render personalized content.
- Start typing a contact's name in the search field. Results will appear as you type.
- Click on a contact from the dropdown list to select them.
- The selected contact's name will appear below the search field. Click the "×" next to their name to clear the selection and choose a different contact.
Figure 3: The contact selection popup. Search for and select an example contact to render campaign templates.
Step 2: Generate the PDF
Once a contact is selected, the "Generate PDF" button becomes active (it is disabled until a contact is selected). Click it to generate the PDF. The PDF will open in a new browser tab.
The PDF opens in your browser's built-in PDF viewer, which provides download and print buttons automatically. You can also use Ctrl+P (or Cmd+P on Mac) to print directly.
Figure 4: The generated PDF opens in a new browser tab with download and print options.
What the PDF Contains
The generated PDF document is divided into four main sections:
1. Cover Page
A branded cover page displaying:
- Company logo (or a default logo if none is configured).
- "Drip Campaign" subtitle.
- Campaign name.
- Generated by: The name and email of the user who generated the PDF.
- Generation date.
- Company name.
2. Configuration Summary
A detailed summary of the campaign's settings:
| Field | Description |
|---|---|
| Company | The company the campaign belongs to. |
| Campaign | The campaign name. |
| Duration | Total campaign length. |
| Tracking Number | The assigned tracking number, or "—" if none is set. |
| Finish on Response | Shown only if enabled. Indicates the campaign stops when the contact replies. |
| Resolve from Invoker | Shown only if enabled. Indicates that the assignee, tracking number, and signature are resolved from the user who triggered the campaign. |
| CC Spouse | Shown only if enabled. Indicates the spouse is CC'd on emails. |
| Stop on Opt Out | Shown only if enabled. Indicates the campaign stops if the contact unsubscribes. |
The Configuration Summary page also includes a Trigger Conditions section showing the same constraints displayed in the Campaign Preview modal: status tags, excluded statuses, contact types, source filters, assignees, excluded assignees, URLA milestones, and invokers.
3. Campaign Steps Timeline
A visual timeline showing all action steps in the campaign. Wait steps are not shown as separate items — instead, their duration is reflected in each action step's timing label.
Each step appears as a timeline card with:
- An icon indicating the step type (envelope for email, phone for SMS, tag for status).
- A timing label showing when the step fires relative to campaign start. Examples: "Start" (fires immediately), "3 days" (fires 3 days after start), "Jan 15" (fires on January 15th), or "Mar 1 + 2 days" (fires 2 days after the March 1st anchor).
- Step description showing the action type, email subject or template name, and recipients.
Email and SMS steps in the timeline are clickable links that jump directly to the corresponding rendered template in the Templates section of the PDF.
4. Templates
The final section shows the full rendered content for every email and SMS step in the campaign, using the selected example contact's data.
Email templates are displayed as inbox-style previews showing:
- Sender: Avatar (initials), name, and email address.
- Recipient: The example contact's name and the current date.
- Subject line: Fully rendered with all merge tags replaced using the example contact's data.
- Email body: The complete email rendered as an image with all personalized content.
SMS templates are displayed as message previews showing:
- From: The tracking number source and phone number.
- To: The example contact's name and SMS-enabled phone number.
- Message body: Full SMS content with all merge tags replaced.
- Opt-out text: "Reply STOP to unsubscribe" is appended if the campaign has stop-on-opt-out enabled.
Figure 5: The Templates section of the PDF showing a rendered email preview and an SMS preview.
PDF Filename
The downloaded PDF file is automatically named using the campaign name in a URL-friendly format. For example, a campaign named "Welcome Series" produces a file called welcome-series-campaign.pdf.
Permissions
Access to Campaign Preview and PDF Preview depends on your permission level. The table below summarizes what each permission level can do:
| Action | Non Admin | Admin |
|---|---|---|
| View campaign preview | ✓ | ✓ |
| Generate PDF | ✓ | ✓ |
| Edit campaign | ✕ | ✓ |
| Duplicate campaign | ✕ | ✓ |
| Delete campaign | ✕ | ✓ |
The Drip Campaigns feature must be enabled for your company. If the feature is not enabled, the campaigns page will not be accessible. Contact your administrator to enable this feature.
Frequently Asked Questions
Why do I need to select a contact to generate a PDF?
Email and SMS templates use merge tags (such as first name, last name, and email) that need real contact data to render. Selecting a contact lets the system replace these tags with actual values so the PDF shows realistic, personalized content.
Can I print the PDF?
Yes. The PDF opens in your browser's built-in PDF viewer, which includes both print and download buttons. You can also use Ctrl+P (or Cmd+P on Mac) to print directly from the browser tab.
Why is the "Generate PDF" button grayed out?
You must select an example contact before generating the PDF. Type a contact's name in the search field and select one from the dropdown results. The button will become active once a contact is selected.
I don't see the Edit, Delete, or Duplicate options — only View and PDF. Why?
You have "view marketing content" permission but not full admin access. Only admin users can edit, duplicate, or delete campaigns. Contact your administrator if you need edit access.
A step shows "(Template deleted)" or "(Status deleted)". What does that mean?
The email template or contact status that was originally assigned to that campaign step has been removed from the system. An admin should update the campaign step with a valid template or status to ensure the campaign functions correctly.
What does "Locked via snapshot" mean?
The campaign was inherited from a parent company via a snapshot and cannot be edited at the child company level. You can still view the campaign details and generate PDFs, but editing requires access at the parent company level.
What does "Resolve from invoker" mean?
When this option is enabled, the campaign dynamically uses the assignee, tracking number, and email signature of the user who triggered (invoked) the campaign for a given contact — rather than using a fixed, pre-configured value. This is useful when multiple loan officers share the same campaign.
Quick Reference Summary
| Task | How To |
|---|---|
| View campaign preview | Settings → CRM → Campaigns → Drip Campaigns tab → Find campaign → Three-dot menu ( ⋮ ) → Click "View" |
| Close the preview modal | Click the X button, click the dark overlay, or press Esc |
| Generate a campaign PDF | Settings → CRM → Campaigns → Drip Campaigns tab → Find campaign → Three-dot menu ( ⋮ ) → Click "PDF" → Search and select a contact → Click "Generate PDF" |
| Download the PDF | Use the download button in your browser's PDF viewer, or right-click and choose "Save as" |
| Print the PDF | Use the print button in your browser's PDF viewer, or press Ctrl+P (Cmd+P on Mac) |
| Change the example contact | Click "×" next to the selected contact name → Search for and select a new contact → Click "Generate PDF" |