Documentation

Campaigns

Campaigns

Build email campaigns against an audience: pick a sender, write or generate emails, add follow-ups, then send or schedule.

Campaigns list with draft and paused campaigns

Create a campaign — Details

  1. Step 1: Details tab

    Click Create Campaign. On Details, name the campaign, choose Send From, and select an Audience List. Preview estimated recipients before continuing.

    • Campaign Name

      Internal label for your team (e.g. September MVP Promo).

    • Send From

      Connected email sender. Use Manage Senders if none are listed.

    • Audience List

      Target list. Manage Audiences opens the Audiences page.

    Create Campaign Details tab with sender and audience preview

Emails tab — choose an approach

  1. Use a template

    Pick an existing Email Template for subject and body.

    Campaign email approach: use template

  2. Write your own

    Compose subject and HTML body manually with merge tokens.

    Campaign email approach: write your own

  3. Personalized — generate with AI

    Generate per-lead copy from AI Settings (provider + system prompt).

    Campaign email approach: personalized generate with AI

  4. Personalized — manual

    Write personalized variants manually when AI is not needed.

    Campaign email approach: personalized manual

  5. Follow-up emails

    Add follow-up steps with delays so non-responders get a second or third touch.

    Campaign follow-up emails configuration

Preview the audience before execute or schedule. Active and scheduled status is controlled by send/schedule actions — not by editing campaign fields alone.

Tips

  • Use {{first_name}} and {{company}} tokens in subjects for higher open rates.
  • Pause a campaign if you need to fix copy or sender limits mid-flight.

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