Documentation
Campaigns
A campaign is an outreach send from one of your own connected email accounts: a sequence of one or more emails, a recipient list, and pacing rules that drip the sends out over your sending hours. This guide covers the builder, campaign statuses, and how to manage and monitor campaigns after launch.
By the end of this guide you will know how to:
- create a campaign with the three-step builder
- read every campaign status and what actions each allows
- filter, duplicate, pause, and export from the campaigns list
- follow a running campaign in the monitoring dashboard
A campaign cannot launch without a connected email account — the sender you pick in the sequence editor is a required pre-launch checklist item. Connect Gmail, Outlook, or SMTP first: Connect email accounts.
The three-step builder
Go to Campaigns in the sidebar and click Create Campaign. The builder at /campaigns/create walks three steps, shown as clickable tabs at the top of the page:
- Sequence — write the emails, set follow-up delays, and configure stop conditions, tracking, and the sending schedule. See the Sequence guide.
- Leads — add recipients from your existing leads, a CSV import, or manual entry. See the Leads guide.
- Launch — work through the pre-launch checklist, send a test email, then launch now or schedule. See the Launch guide.
The moment the builder opens, Mailneo creates a draft with an auto-generated name like Campaign - Jan 5, 2026 at 2:30 PMand moves you to that draft's edit URL. Everything autosaves about two seconds after you stop typing — the header shows Saving..., All changes saved, or Unsaved changesso you always know where you stand. Rename the draft in the Sequence step's Campaign Name field; the name is internal and never shown to recipients. Editing an existing campaign opens the same three-step screen.
Campaign statuses
| Status | Meaning | Available actions |
|---|---|---|
| Draft | Being built; nothing has been sent | Edit, Start, Duplicate, Delete |
| Scheduled | Queued for a future date and time | Edit, Cancel Schedule, Duplicate |
| Active / Running | Currently working through recipients | Pause, View, Duplicate |
| Paused | Sending stopped; progress kept | Start (resume), Edit, Duplicate, Delete |
| Completed | Every recipient processed | View, Duplicate, Delete |
The campaign view page can additionally show Failed and Cancelled for campaigns that errored out or were stopped for good. A campaign with a future scheduled time always displays as Scheduled in the list.
You cannot delete a running campaign — the list blocks it with "Can't delete a running campaign. Pause it first, then try again." Pause, then delete.
The campaigns list
The Campaigns page opens with five stat cards — Total Campaigns, Active Campaigns, Avg. Open Rate, Avg. Reply Rate, and Total Recipients — then the campaign table. Columns are Campaign, Status, Recipients, Pending, Sent, Replies, Opens, Clicks, and Created, and every column sorts. Clicking a row opens the campaign for editing.
Finding a campaign
- Search and the status select narrow the table quickly.
- More Filters opens the advanced dialog: status chips, a created-date range, an emails-sent range, open-rate and click-rate sliders, has-recipients switches, and an email-account filter. Apply Filters shows the active count; Reset All clears it.
Row and bulk actions
- Each row's menu offers Start (drafts and paused campaigns), Pause (running campaigns — for scheduled ones the same action reads Cancel Schedule), View, Edit, Duplicate, and Delete.
- Duplicate clones the whole campaign as
Name (Copy)in Draft status, ready to re-target. - Selecting rows reveals bulk Start, Pause, and Delete; Export downloads the list as CSV.
Actions are role-gated: team members with a client role see the list read-only, and recipient/activity detail tabs are hidden from them. See Teams & notifications for the role model.
Monitoring a running campaign
Once a campaign exists, the Launch step embeds a live Campaign Monitoring dashboard (updates arrive over a socket, no refresh needed):
- A scheduled campaign shows a countdown banner — "Sending in: 2d 4h 12m 30s".
- Metric cards track Total Sent (with progress toward the recipient count), Pending, Delivery Rate, Open Rate, and Click Rate; a bounce alert appears when bounces accumulate.
- The Email Status Details table lists every recipient with a per-email status — Pending, Sending, Sent, Delivered, Opened, Clicked, Bounced, Failed, or Cancelled — and a status filter.
The campaign Viewpage adds an Estimated Completion card ("N days remaining" based on your lead pacing) and tabs for Overview (progress plus a failures-and-cancellations breakdown), Sequence, Settings, Recipients, and Activity — the Activity tab is a searchable table of every sent email with delivery diagnostics and a CSV export.
Automate campaigns via the API
Everything above has a REST counterpart — create campaigns, add recipients, and read per-recipient results from code. Start with the Campaigns API reference; sending through the API uses an explicit preview-then-confirm flow described in Sending via the API.