Campaigns

Overview

  • Run outreach with one or more sequence steps.
  • Draft, schedule, pause, and monitor performance and status.
  • AI assistant can generate subject lines and body content.

Creating a campaign

  • Select recipients via lists, tags, or dynamic filters.
  • Compose email, personalize with variables (e.g., {{firstName}}).
  • Add follow‑up steps with delays and conditions.
  • Schedule start date/time or send immediately.

Recipient management

  • Add or remove recipients while status is DRAFT or SCHEDULED.
  • Running campaigns cannot be modified (update/delete blocked).
  • Track recipient count; system updates totals automatically.

Sending windows & controls

  • Define sending windows to respect time zones.
  • Pause/resume campaigns; pausing stops delivery until resumed.
  • Deleting a campaign removes all sequence steps and recipients.

Statuses

  • DRAFT – not scheduled.
  • SCHEDULED – queued to send.
  • RUNNING – actively sending; updates are restricted.
  • PAUSED – temporarily stopped.
  • COMPLETED – finished sending.

Metrics & analytics

  • Opens, clicks, replies, bounces, unsubscribes.
  • A/B test subject/body variants to optimize performance.
  • View device, geography, and engagement heatmaps.

Common errors

  • Cannot update/delete a RUNNING campaign – pause first.
  • Missing recipients – ensure lists/tags/filters return results.
  • Sending account disconnected – reconnect in Email Accounts.