Campaigns

Manager workspace

Campaigns & funnels

Review text automation and build its reusable definitions.

Email Password Six-digit code from your authenticator app

I can’t get in

Ask your manager for a fresh private setup link. Sundae will not email or text the link.

What happened?

Lifecycle automation

Campaigns & funnels

Build SMS playbooks, attach consented people, and watch the drip without sending from this screen.

Review leads

Automation health

Loading canonical records…

SMS playbooks

definitions only

Install writes templates, a funnel, and a campaign container. It does not enroll anyone or send a text.

Reply policy

draft only

Inbound replies get a suggested draft in Inbox. STOP never gets a sales draft. Nothing auto-sends.

Install selected playbook

Dark canary: preview the first SMS on one lead. This writes a proposal only and never sends.

Lead ID

Workflow

consent in, text out, reply exits

Market mosaic

lead counts, not a map of streets

SMS performance

7-day canonical window

Campaign containers

activation + server gate

Text funnels

immutable sequences

Message templates

versioned copy

New campaign

Non-live

Name

Channel Market

New campaigns are created with the live delivery gate off.

Template builder

saving a name that exists makes a new version

Name Text body

Insert a value from the lead record:

0 / 1600 0 texts

Only the values listed above may be used. A template naming anything else is refused when you save it, not when a customer would have received it.

Preview

read only

Template Lead

Preview renders against a real lead and sends nothing. A value this lead does not have stops the preview and names it, rather than leaving a blank in a customer's message.

Enroll consented audience

no imported lists

Funnel

Market (optional) Offering (optional)

Source system (optional)

Lifecycle segment (optional)

New Assigned Working Qualified Nurture

Limit

Only leads with current SMS consent and a verified mobile are enrolled. Imported or skip-traced lists without granted consent are never texted. Enrollment queues the funnel; it does not send immediately.

New funnel

Name

Checking for active message templates…

Creating a definition does not send messages or enroll leads. Enrollment requires current consent and a separate explicit action.