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Campaigns

Campaigns are managed inside a workspace. Select a workspace before creating or editing campaigns.

Create a campaign​

  1. Select the workspace for the campaign.
  2. Open Campaigns.
  3. Click New Campaign.
  4. Enter campaign basics such as name, send window, daily limits, timezone, and stop rules.
  5. Save the campaign.

Assign Lead Lists​

  1. Open the campaign.
  2. Open the Audience area.
  3. Choose one or more Lead Lists.
  4. Assign the lists to the campaign.
  5. Create or refresh the recipient snapshot.

Changing a Lead List does not silently change a running campaign. Refresh the recipient snapshot when you intentionally want the campaign to use current list rows.

Build a sequence​

  1. Open the campaign sequence.
  2. Add email, delay, or condition steps.
  3. Use placeholders to personalize message content with list data.
  4. Optionally copy content from a template.
  5. Preview or send a test for email steps.
  6. Save each step.

Monitor campaign activity​

Use campaign overview, email logs, and reply inbox pages to review activity.