This section allows you to configure how each campaign behaves — from email sending rules to optimization, CRM ownership, and more.
Accounts to use
This selection determines which inboxes send emails for this campaign. Please select all the accounts you want to use for this campaign, and the system will rotate them automatically.
You can assign an unlimited number of email accounts to the campaign.
If you are using tags to assign accounts to the campaign, make sure there are sending accounts associated with this tag.
Selected accounts will be highlighted in bold in the dropdown
Schedule & Limits
You can rename the schedule, choose your preferred days, timing, and timezone.
On any day, any time: Send emails 24/7.
During office hours: Sends only during office hours.
At custom times: Sends on your selected days and times.
The daily limit is the total number of emails your campaign can send each day across all sending accounts.
We recommend sending 30 campaign emails per day per email account. Multiply the number of sending accounts by 30 to determine the daily limit you can set for this campaign.
Airmail accounts are capped at 20 campaign emails per day per account. Multiply the number of Airmail accounts by 20 to determine the daily limit you can set for this campaign.
Advanced Settings
Basic deliverability
Stop sending emails on reply: Enable this setting to automatically pause sending follow-ups to any lead who replies.
Open tracking: Track whether leads have opened the email.
Link tracking: Track whether leads clicked on the links in your email.
Delivery optimization: This feature also disables open tracking and removes images.
Send emails as text-only (no HTML): Remove the HTML styling for all steps.
Send first email as text-only: Limit text-only sending to the first email only to maximize deliverability without compromising formatting in follow-up steps.
Sending rules
1. Time gap between emails:
Minimum time: Set the minimum time gap between each email sent. The default value is 9 minutes.
Random additional time: Add a randomized delay on top of the base wait time to make it feel more natural. The default random delay is 5 minutes.
To have more control over sending behavior and email spacing, you can also adjust the settings in the Outreach preferences.
2. Max New Leads: Set a limit on how many new leads are contacted each day. If you set 'Max new leads' to 100, it will only send Step 1 to 100 new leads.
3. Prioritize New Leads: When enabled, new leads(Step 1) will be prioritized over follow-ups.
Only available to the Hyper Growth and Light Speed plans.
By default, the campaign will send follow-ups first and then contact new leads. Enabling this feature will override the default setting. Even if you've set 'Max new leads' to X, follow-ups will still be prioritized unless you check the 'Prioritize new leads' option.
4. Auto optimize A/Z testing: Our algorithm automatically analyzes and identifies the best-performing variant based on defined winning metrics: reply rate, click rate, or open rate.
5. Provider Matching: Improve deliverability by matching your sending account with the recipient’s email provider(Outlook-to-Outlook or Gmail-to-Gmail). To use Provider Matching effectively, you need at least one sending account that matches the lead's provider.
ESP Routing: Customize which ESP to send from and which to exclude. For example, you can choose to send from Google to another provider or prevent sending from a specific ESP to Microsoft.
6. Stop Campaign for Company on Reply:
Automatically stops emails to all leads at the same company once any lead from that company replies. Auto-replies do not trigger a stopping campaign for a company.
The other leads with that domain will all be marked as Completed.
7. Stop Sending Emails on Auto-reply:
Stop sending to a lead if an automatic reply is received (e.g., out-of-office).
It's recommended to disable 'Stop on auto-reply' to trigger the AI Smart Pause feature.
8. Insert Unsubscribe Link Header: Automatically add an unsubscribe link to your email headers, compatible with providers that support one-click opt-outs, which helps meet compliance and improve sender trust.
9. Allow Risky Emails:
Enable risky emails: Allow sending to emails flagged as high-risk during verification.
Disable BounceProtect: Turn off BounceProtect safeguards entirely, allowing full control.
Advanced Deliverability
Limit emails per company: It controls the number of leads on the same company domain you can email per day, per workspace, or per campaign. Available for Hyper Growth plans and above.
Unlock more deliverability boosters: Explore workspace-wide settings for throttling, safety guardrails, and smart routing to keep every campaign healthy.
CRM & Tags
Owner: Assign a workspace user as the owner of this campaign. This allows filtering and CRM reporting based on campaign managers.
Custom Tags: Add tags to group your campaigns.
CC & BCC Recipients
Copy additional recipients on every sent email:
CC Recipients: Send a copy to visible recipients.
BCC Recipients: Send copies without exposing other recipients.
