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Creating & Managing Campaigns

Launch automated email campaigns that send personalized emails to hundreds of prospects.

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Quick Start

1

Select Prospects

Go to Prospects, select contacts (checkbox), click “Create Campaign”
2

Name Your Campaign

e.g., “Q1 2026 SaaS Outreach”
3

Write or Generate Email

Use AI or write manually
4

Configure Settings

Daily limit, tracking, schedule
5

Launch

Click “Launch Campaign” and track results

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Campaign Settings

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name
string
required
Campaign NameInternal name for organization
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subject
string
required
Email SubjectWhat recipients see in inbox
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body
string
required
Email BodyMain message content (supports variables)
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dailyLimit
number
default:50
Daily Sending LimitMax emails per day (10-500)
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trackingEnabled
boolean
default:true
Enable TrackingTrack opens and clicks

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Email Variables

Personalize emails with variables:
VariableReplaced WithExample
{{firstName}}Recipient first name”John”
{{lastName}}Recipient last name”Doe”
{{company}}Company name”Acme Inc”
{{website}}Company website”acme.com”
{{industry}}Industry”B2B SaaS”
{{location}}Location”Paris, France”
Example email: 
Hi {{firstName}},

Saw that {{company}} recently expanded to {{location}}. 
As you grow, outbound sales gets harder...
Sends as: 
Hi John,

Saw that Acme Inc recently expanded to Paris, France.
As you grow, outbound sales gets harder...
Always use {{firstName}} instead of hardcoding names!

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Daily Limits & Scheduling

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Why Limit Daily Sends?

  • Prevents spam filters: Gradual sending = better reputation
  • Maintains deliverability: ISPs like consistent volume
  • Warm-up new domains: Start slow, increase over time
Account AgeRecommended Limit
Brand new (< 1 week)20-30/day
New (1-4 weeks)50-100/day
Established (1-3 months)100-200/day
Warm (> 6 months)200-500/day
Never jump from 50/day to 500/day! Increase gradually (10-20% per week).

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Tracking & Analytics

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What’s Tracked

Opens

When recipient opens email (1x1 tracking pixel)

Clicks

When recipient clicks a link (link tracking)

Replies

When recipient responds (email parsing)

Bounces

Email delivery failures

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Campaign Dashboard

View real-time stats:
  • Sent: Total emails delivered
  • Open Rate: % of opens
  • Click Rate: % of clicks
  • Reply Rate: % of replies
  • Bounce Rate: % of failures
Campaign analytics dashboard

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Campaign Status

StatusMeaningActions
DraftNot launched yetEdit, launch, or delete
ActiveCurrently sendingPause or view stats
PausedTemporarily stoppedResume or stop
CompletedAll emails sentView final stats

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Managing Campaigns

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Pause Campaign

Click “Pause” to temporarily stop sending. Resume anytime. Use cases:
  • Need to update email template
  • Too many replies to handle
  • Bounce rate too high (> 5%)

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Stop Campaign

Click “Stop” to permanently end campaign. Can’t resume. Use cases:
  • Campaign underperforming
  • Wrong target audience
  • Product/service changed

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View Recipients

Click “Recipients” to see:
  • Who received email (with timestamp)
  • Who opened (with timestamp)
  • Who clicked (with link clicked)
  • Who replied

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Best Practices

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Segment Your Campaigns

Don’t send one email to everyone:
  • By industry: SaaS vs E-commerce vs Services
  • By size: Startups vs SMBs vs Enterprise
  • By location: US vs Europe vs APAC
  • By role: CEOs vs Managers vs Individual contributors

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A/B Test

Create 2 campaigns with:
  • Different subject lines
  • Different email length
  • Different CTAs
  • Different send times
Track: Which gets better opens/clicks/replies?

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Follow-Up Sequences

Create 3 campaigns:
  1. Initial email: Soft introduction
  2. Follow-up 1 (after 3 days): Add value (case study, blog post)
  3. Follow-up 2 (after 7 days): Final ask
Response rates increase 50% with 2-3 follow-ups!

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Next Steps

Track Performance

Monitor campaign results and optimize

Best Practices

Learn cold email strategies
Campaign launched! Track your results in Analytics →