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Creating A New Campaign

Check this article to create your own outreach campaigns πŸ†

Updated over 4 months ago

To create a new campaign, you can watch the detailed video here or follow the steps:

  1. Go to the left-hand side and click on the arrow.

  2. Click on β€œ+ Add New” button on the top right.

  3. 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.

  4. Click on blue Continue button and it will bring you to the next step.

  5. Add Leads - click on either one of the blue Import buttons to upload your leads.

  6. Select the method with which you’ll upload the leads.

  7. Create your sequence.

  8. Set up the campaign schedule. For campaign start date, click here and for campaign end date, click here.

  9. Set up the campaign sending rules and senders in Options tab.

  10. 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

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