Setting Up Your First Campaign
To create and launch your first email campaign:
- Prerequisites — Make sure your mailbox is connected, warmup has been running for 2-3 weeks, and your Health Score is above 70. Set up SPF, DKIM, and DMARC DNS records for your sending domain.
- Create Campaign — Go to Campaigns, click 'Create Campaign', and select 'Email Campaign' (you can also choose LinkedIn or Multichannel if you have LinkedIn seats).
- Add Prospects — Import contacts via CSV file, paste data directly, add individually, or select from an existing prospect list. You can also use prospects saved from the Leads Database.
4) Write Your Sequence — Create your email steps:
- Step 1: Your initial outreach email with a compelling subject line
- Step 2+: Follow-up emails with configurable delays (e.g., wait 3 days)
- Use merge tags like {{firstName}}, {{company}}, {{role}} for personalization
- Each step can be a new email or a reply to the same thread (threadable)
- Configure Sending — Set your daily sending limit (start with 20-30/day), sending window (time of day + timezone), and active days (default: Mon-Fri). Assign one or more mailboxes to the campaign.
- Review & Launch — Preview your emails with sample data, verify settings, and activate the campaign.
- Monitor — Watch your campaign analytics: open rates, reply rates, bounce rates. Check Unified Inbox for replies. The system auto-pauses if safety metrics are violated (high bounce rate, spam complaints).
Best practice: Start with a small batch (50-100 prospects) to test your messaging before scaling up. Aim for: Open rate 40%+, Reply rate 5%+, Bounce rate below 3%.