Create a campaign from scratch

Before you start

• Prepare a clean contact list or lead source.
• Connect and validate the sending accounts you want to use.
• Write the offer, audience, and goal for the campaign before building steps.

Steps

Step 1

Open Campaigns

Go to Campaigns and start a new campaign. Choose a blank campaign when you want full control over audience, sequence, and sending rules.

Step 2

Name the campaign and choose the audience

Use a clear campaign name and select the list or segment that should enter the workflow.

Step 3

Build the sequence

Add email, LinkedIn, call, wait, or condition steps. Keep each touch focused and avoid repeating the same message across channels.

Step 4

Configure sending rules

Choose senders, daily limits, schedule, timezone, sender rotation, and safety settings. Conservative limits are better for new infrastructure.

Step 5

Validate and launch

Run validation, fix any blockers, preview the messages, and launch only when the campaign has a clean audience and ready senders.

What happens next

• Watch early replies, bounces, and errors after launch.
• Pause the campaign if sender health, list quality, or copy performance looks wrong.

FAQ