Campaigns

Campaigns are the core of Mailneo's outreach capabilities. Create single emails or multi-step sequences with automated follow-ups, personalization, A/B testing, and detailed analytics. This guide covers everything from campaign creation to performance optimization.

Campaign Overview

What Is a Campaign?

A campaign is a coordinated email outreach to a set of recipients. Each campaign can include:

  • One or more email sequence steps
  • Automated follow-ups with configurable delays
  • Personalization using contact data
  • Stop conditions (reply, click, unsubscribe)
  • Scheduling and sending windows

Campaign Statuses

StatusDescriptionActions Allowed
DRAFTNot yet scheduledEdit, delete, schedule
SCHEDULEDQueued to startEdit, cancel, reschedule
RUNNINGActively sendingPause only (no edit/delete)
PAUSEDTemporarily stoppedResume, edit, cancel
COMPLETEDAll emails sentView analytics, duplicate

Creating a Campaign

Step 1: Campaign Settings

  1. Go to Campaigns → Create Campaign.
  2. Enter a campaign name (internal use only, not visible to recipients).
  3. Select the email account to send from (must be connected).
  4. Optionally set a campaign category for organization.

Step 2: Select Recipients

Choose who receives your campaign using one or more methods:

  • Contact lists: Select entire lists of contacts.
  • Tags: Target contacts with specific tags.
  • Segments: Use saved dynamic segments.
  • Filters: Build custom filter conditions on the fly.
  • Individual contacts: Manually add specific emails.

Note: Maximum 1,000 recipients per batch. For larger sends, contacts are processed in batches automatically.

Step 3: Compose Email

  • Subject line: Write a compelling subject (test with A/B variants).
  • Preview text: Appears after subject in inbox previews.
  • Email body: Use the rich text editor or paste HTML.
  • Attachments: Add files up to 25MB total.

AI Writing Assistant

Use the AI assistant to generate subject lines, write email content, or improve existing copy. Click the sparkle icon in the editor to access AI features. Describe your goal and let AI draft options for you.

Personalization

Personalize emails with dynamic variables that are replaced with contact data when sent.

Available Variables

Contact Fields

  • {{firstName}} - First name
  • {{lastName}} - Last name
  • {{email}} - Email address
  • {{company}} - Company name

Custom Fields

  • {{custom.fieldName}}
  • Access any custom field by name
  • Nested fields supported

Fallback Values

Set fallbacks when a contact's field is empty:

{{firstName|there}} → Shows "there" if firstName is empty

Example: "Hi {{firstName|there}}" becomes "Hi John" or "Hi there"

Conditional Content

Show different content based on contact attributes:

{{#if company}}
  I noticed you work at {{company}}.
{{else}}
  I'd love to learn more about your work.
{{/if}}

Follow-up Sequences

Add automatic follow-up emails that send if recipients haven't responded.

Adding Follow-ups

  1. After composing your first email, click "Add Follow-up".
  2. Set the delay (days, hours, or minutes) after the previous email.
  3. Compose the follow-up email content.
  4. Repeat for additional follow-ups (up to 10 steps).

Delay Configuration

Minutes

15, 30, 45, 60 minutes

Hours

1-24 hours

Days

1-30 days

Stop Conditions

Automatically stop follow-ups when a contact:

  • Replies: Any response stops the sequence
  • Clicks a link: Engagement triggers stop
  • Unsubscribes: Removes from all future sends
  • Bounces: Invalid email stops sequence

Thread Behavior

Follow-ups can be sent as new emails or as replies to the previous email (same thread). Threading increases reply rates and helps recipients see conversation context.

Scheduling & Sending Windows

Scheduling Options

  • Send immediately: Start sending as soon as you activate.
  • Schedule for later: Pick a specific date and time.
  • Timezone: Schedule in your timezone or recipient's timezone.

Sending Windows

Restrict when emails are sent to improve open rates:

  • Business hours: e.g., 9 AM - 5 PM weekdays
  • Custom windows: Define specific days and hours
  • Skip weekends: Option to avoid Saturday/Sunday
  • Recipient timezone: Respect each contact's local time

Rate Limiting

Control sending speed to protect deliverability:

  • Emails per hour: Set maximum hourly sends (e.g., 50/hour)
  • Emails per day: Daily limit across all campaigns
  • Delay between emails: Seconds between each send
  • Auto-throttle: Automatic pacing based on provider limits

A/B Testing

Test different versions of your emails to find what resonates best with your audience.

What You Can Test

  • Subject lines: Test 2-4 different subjects
  • Email content: Different body copy or layouts
  • Send times: Morning vs. afternoon
  • Sender name: Personal name vs. company name

Setting Up A/B Tests

  1. Enable A/B testing when composing your email.
  2. Create variant B (and optionally C, D).
  3. Set test sample size (e.g., 20% of recipients per variant).
  4. Choose winning metric: open rate or click rate.
  5. Set test duration before auto-selecting winner (e.g., 4 hours).
  6. Winner is sent to remaining recipients automatically.

Statistical Significance

Mailneo calculates confidence levels for test results. A winner is declared when one variant shows statistically significant improvement (95% confidence). If no clear winner emerges, variant A is used by default.

Campaign Analytics

Key Metrics

Delivery Metrics

  • Sent: Total emails dispatched
  • Delivered: Successfully reached inbox
  • Bounced: Hard and soft bounces

Engagement Metrics

  • Opens: Unique and total opens
  • Clicks: Unique and total clicks
  • Replies: Responses received
  • Unsubscribes: Opt-outs from campaign

Calculated Rates

MetricFormulaGood Benchmark
Open RateOpens ÷ Delivered>20%
Click RateClicks ÷ Delivered>2%
Click-to-OpenClicks ÷ Opens>10%
Reply RateReplies ÷ Delivered>5%
Bounce RateBounces ÷ Sent<2%

Additional Analytics

  • Device breakdown: Desktop vs. mobile vs. tablet
  • Email client: Gmail, Outlook, Apple Mail, etc.
  • Geographic data: Opens by country/region
  • Link performance: Clicks per link
  • Engagement timeline: Opens/clicks over time

See full analytics documentation →

Managing Campaigns

Pausing & Resuming

  • Pause: Stops all pending sends. Emails already queued may still send.
  • Resume: Continues from where it left off.
  • Pausing allows edits to remaining emails in the sequence.

Duplicating Campaigns

Clone any campaign to reuse content and settings. The duplicate starts in DRAFT status with no recipients. Useful for recurring outreach or testing variations.

Archiving & Deleting

  • Archive: Hide from main view but retain analytics.
  • Delete: Permanently removes campaign and all data.
  • Cannot delete RUNNING campaigns—pause first.

Troubleshooting

Common Issues

Cannot edit or delete campaign

Campaigns in RUNNING status cannot be modified. Pause the campaign first, then make changes.

No recipients found

Check that your lists, tags, or filters return contacts. Empty segments or deleted lists result in zero recipients.

Emails not sending

Verify your email account is connected and not disconnected. Check sending windows—emails only send during configured hours.

High bounce rate

Clean your contact list before sending. Old or purchased lists often have invalid addresses. High bounces damage sender reputation.

Low open rates

Check email authentication (SPF/DKIM). Test subject lines with A/B testing. Ensure you're sending during optimal hours.

Best Practices

For Higher Engagement

  • Personalize subject lines and opening sentences with contact data.
  • Keep emails concise—2-3 paragraphs max for outreach emails.
  • Include one clear call-to-action per email.
  • Send during business hours in the recipient's timezone.
  • Test different approaches with A/B testing before large sends.

For Better Deliverability

  • Start with lower volumes for new email accounts.
  • Keep image-to-text ratio low—avoid image-only emails.
  • Include an unsubscribe link (added automatically).
  • Avoid spam trigger words (FREE!!!, Act Now, etc.).
  • Monitor bounce rates and clean lists regularly.

Next Steps