Creating, Launching and Tracking Campaigns

Use Campaigns to create and manage outreach campaigns. Each campaign includes a sequence of emails, a selected lead list, a sending mailbox and a sending schedule.

1. Open Campaigns

Use the Campaigns page to create a new campaign, search existing campaigns and filter campaigns by status.

• From the left-side menu, click Campaigns.
• The Campaigns page shows all existing campaigns.
• Use the search bar to find a campaign by name.
• Use the Status filter to view campaigns that are Draft, Active, Paused, Completed, Cancelled or Archived.
• Click Create Campaign to start a new campaign.

2. Name Your Campaign

• Enter a clear campaign name, such as Product Demo Outreach – September.
• Your campaign opens in Draft mode.
• Complete the campaign setup using the tabs at the top:
  • Sequence
  • Leads list
  • Launch
  • Performance

<aside> 📷

Add screenshot here: image13.png

</aside>

A campaign remains a draft and does not send emails until it has been published and launched.

3. Select a Sender

Select the connected mailbox that will send emails for this campaign.