Complete this checklist before launching your campaign to maximize deliverability and results.
1. Verify DNS Records
DNS(MX/SPF/DKIM/DMARC) records are critical for email deliverability. Missing records can cause bounces and spam flags.
How to Check:
Go to Email Accounts dashboard
Click "Test domain setup"
Verify all records show as configured
2. Complete Warmup Phase
Never send cold emails from brand-new accounts without warming up first. Learn how to enable warmup here.
Warmup Requirements:
Minimum: 2 weeks of warmup
Recommended: 3-4 weeks for new domains
Goal: Gradually build sender reputation
3. Set Up Custom Tracking Domain
Protect your sender reputation with a custom tracking domain. Learn more details here.
Acts as a proxy for tracking links
Isolates your reputation from others
Always enable when tracking opens or clicks in your campaigns
4. Add Leads to Campaign
The campaign won't send without leads. Check that leads appear in the Leads tab before launching.
Upload your own leads to the campaign
Use our SuperSearch tool to generate leads.
5. Save Your Sequences
Click "Save" after writing each step.
6. Assign Sending Accounts
The campaign won't send if no accounts are assigned or all assigned accounts are inactive. You need at least one active sending account to launch the campaign.
If using tags:
Confirm accounts are tagged correctly
Check that tagged accounts are active
7. Set Campaign Schedule
Campaign sends only during scheduled hours. Configure when your emails will be sent.
8. Configure Campaign Options
Configure how each campaign behaves, from email sending rules to optimization, CRM ownership, and more. Learn the settings here.
9. Preview Email
Before launching the campaign, always preview and test your emails.
Click the "Preview" Button. A pop-up will appear where you can preview the email and send test emails.
Preview email: Select a lead in the 'Load data for lead' option. You can search for leads by email or name(same as in the campaign).
Send test emails: In the top left, you can enter recipient email addresses
Use commas to separate the email addresses, and the test email will be sent to all the recipients listed.
Choose sending accounts in the Send from section in the left panel.
10. Check Deliverability Score
Evaluate whether your emails are more likely to land in the inbox or spam folder across different providers. Try our inbox placement feature.
Ready to Launch?
Once you've completed this checklist, you're ready to click "Launch" and start your campaign!
Monitor closely for the first 24-48 hours to ensure everything performs as expected.