To create a new campaign, you can watch the detailed video here or follow the steps:
Go to the Campaigns dashboard.
Click on “+ Add New” button on the top right.
Type in the name of your campaign.
We suggest adding target audience parameters such as title, industry/niche, geo in the campaign name (e.g. Marketing Director_Advertising Agency_US) so you can more efficiently find and optimize your campaigns down the line.
Click on the blue Continue button and it will bring you to the next step.
Add Leads - click on either one of the blue 'Add leads' buttons to upload your leads.
Create your sequence. Try the AI sequence generator feature if you're on the Hyper Growth or Light Speed plan.
Set up the campaign schedule.
Set up the campaign sending rules and senders in the Options tab.
Launch the campaign.
FAQ
Q: Can I edit my active campaign?
A: You can edit the campaign after you launch it, upload new leads, change campaign options, etc.
It's recommended to pause the campaign first before making any changes, then save the changes to resume the campaign.
Q: Can I add new steps to my active campaign?
A: You can add new steps to your active campaign. When you add a new step:
It shows you a warning on the front end
After you hit save, it will re-activate any leads that have not sent a reply
