Step 1: Create Your Campaign
Start a New Campaign
Go to the Campaigns dashboard
Click "+ Add New" (top right corner)
Name your campaign. We suggest adding target audience parameters such as title, industry/niche, and 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 "Continue" to proceed
Step 2: Add Leads
You can add leads to your campaign by following the steps below:
Go to the Leads section of the campaign
click "Add Leads"
Choose the preferred upload method
Step 3: Create Your Email Sequence
Compose your subject line and email copy:
Add variant: Test different subject lines and email copies to find the best performers. Learn more details here.
Send next message in x days/hours/minutes: Define how many days to wait before sending the next step. Learn more details here.
Add step: Add a follow-up step. You can add as many follow-up steps as you’d like, although we recommend a maximum of 3-4 steps for most cold outreach campaigns.
Follow-ups: Leave the subject line empty to use the same subject line as the previous step
Step 4: Add Variables for Personalization
You can use the drop-down menu to attribute the right variable to each column in the file.
Predefined Variables: The predefined variables include Email(required), First name, Last name, Job title, Company name, Personalization, Phone, Website, Location, and LinkedIn.
Custom Variables: For personalized columns or any additional data not in the predefined list, map them as 'Personalization' or 'Custom variable'. You can then use {{columnName}} variable in the campaign.
Do Not Import: For columns that you don't need to import to the campaign, map them as 'Do Not Import'.
After upload, click the variable option in the bottom editor toolbar:
Dropdown shows all available variables
Click the variable you want to insert
Variable appears:
Shows as {{variableName}} in subject line
Will be replaced with actual lead data when sent
Example: If you have a column named Country in the file, map it to a Custom Variable. You can later use it in the copy as {{Country}} to dynamically insert the country of each contact.
To insert a variable into the subject line, click on the bolt icon next to the top-right Preview button.
Advanced Email Body
Placeholder Values: When a mail merge variable isn’t available for a lead, we replace it with an empty string. You can set a default value for such cases.
Spintax: Creating variations of sentences or words to generate more diverse email bodies for your leads.
Liquid Syntax: Use conditional logic with your email body.
Step 5: Add Links
To insert a link into the email, highlight the text that you want to hyperlink or select the link icon in the bottom editor bar:
Step 6: Insert Unsubscribe Link
To provide leads an easy way to opt out:
Click the "+" button in the editing section
Select "Insert Unsubscribe Link"
Step 7: Use Email Templates (Optional)
Use Instantly-Made Templates
Save time with pre-built templates:
In the Sequence Editor, click "Templates"
Select a category that fits your needs
Click "Use template"
Edit the subject line and body to fit your campaign
The template is added to your sequence
Save Your Own Templates
Create reusable templates manually:
Write your email (or use AI Sequence Generator)
Click "Save" → "Save as a template"
Name your template
Click "Add Template"
You can find it in your Templates view. Copy, use, or delete it from there.
Step 8: Preview and Test
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, send test emails, or check deliverability score.
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.
Check Deliverability Score: You can check the deliverability score for the sequence
Step 9: Set Your Schedule
In the Schedule tab of the campaign, you can adjust the days of the week and the timing to send your campaign emails.
Example:
Monday-Friday
9 AM - 5 PM in lead's timezone
Step 10: Configure Campaign Options
In the Options tab of the Campaign, you can configure how each campaign behaves, from email sending rules to optimization, CRM ownership, and more. Learn more about Campaign Options
Do a final check of your campaign setup and then hit the “Launch” button.
Leads uploaded and variables mapped
Email sequence written and saved
Variables populate correctly
Preview and test emails
Schedule configured
Sending accounts assigned
