> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tldr.work/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Campaigns

> Set up and launch automated email campaigns with smart scheduling and tracking

# Creating & Managing Campaigns

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

***

## Quick Start

<Steps>
  <Step title="Select Prospects">
    Go to **Prospects**, select contacts (checkbox), click **"Create Campaign"**
  </Step>

  <Step title="Name Your Campaign">
    e.g., "Q1 2026 SaaS Outreach"
  </Step>

  <Step title="Write or Generate Email">
    Use AI or write manually
  </Step>

  <Step title="Configure Settings">
    Daily limit, tracking, schedule
  </Step>

  <Step title="Launch">
    Click **"Launch Campaign"** and track results
  </Step>
</Steps>

***

## Campaign Settings

<ParamField path="name" type="string" required>
  **Campaign Name**

  Internal name for organization
</ParamField>

<ParamField path="subject" type="string" required>
  **Email Subject**

  What recipients see in inbox
</ParamField>

<ParamField path="body" type="string" required>
  **Email Body**

  Main message content (supports variables)
</ParamField>

<ParamField path="dailyLimit" type="number" default={50}>
  **Daily Sending Limit**

  Max emails per day (10-500)
</ParamField>

<ParamField path="trackingEnabled" type="boolean" default={true}>
  **Enable Tracking**

  Track opens and clicks
</ParamField>

***

## Email Variables

Personalize emails with variables:

| Variable        | Replaced With        | Example         |
| --------------- | -------------------- | --------------- |
| `{{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...
```

<Tip>
  Always use `{{firstName}}` instead of hardcoding names!
</Tip>

***

## Daily Limits & Scheduling

### 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

### Recommended Limits

| Account Age              | Recommended 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       |

<Warning>
  Never jump from 50/day to 500/day! Increase gradually (10-20% per week).
</Warning>

***

## Tracking & Analytics

### What's Tracked

<CardGroup cols={2}>
  <Card title="Opens" icon="envelope-open">
    When recipient opens email (1x1 tracking pixel)
  </Card>

  <Card title="Clicks" icon="mouse-pointer">
    When recipient clicks a link (link tracking)
  </Card>

  <Card title="Replies" icon="reply">
    When recipient responds (email parsing)
  </Card>

  <Card title="Bounces" icon="circle-xmark">
    Email delivery failures
  </Card>
</CardGroup>

### 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

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/tldr/images/campaign-dashboard.png" alt="Campaign analytics dashboard" />
</Frame>

***

## Campaign Status

| Status        | Meaning             | Actions                 |
| ------------- | ------------------- | ----------------------- |
| **Draft**     | Not launched yet    | Edit, launch, or delete |
| **Active**    | Currently sending   | Pause or view stats     |
| **Paused**    | Temporarily stopped | Resume or stop          |
| **Completed** | All emails sent     | View final stats        |

***

## Managing Campaigns

### 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%)

### Stop Campaign

Click **"Stop"** to permanently end campaign. Can't resume.

**Use cases**:

* Campaign underperforming
* Wrong target audience
* Product/service changed

### View Recipients

Click **"Recipients"** to see:

* Who received email (with timestamp)
* Who opened (with timestamp)
* Who clicked (with link clicked)
* Who replied

***

## Best Practices

### 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

### 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?

### 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

<Tip>
  Response rates increase 50% with 2-3 follow-ups!
</Tip>

***

## Next Steps

<CardGroup cols={1}>
  <Card title="Track Performance" icon="chart-line" href="/sales-automation/tracking-analytics">
    Monitor campaign results and optimize
  </Card>
</CardGroup>

***

<Check>
  **Campaign launched!** Track your results in [Analytics →](/sales-automation/tracking-analytics)
</Check>