Your First Campaign

Prerequisites

Before creating a campaign, ensure you have the following ready:

Step 1: Choose Creation Mode

Navigate to Campaigns in the sidebar and click Create Campaign button (or go directly to /campaigns/new).

You'll see two creation modes:

• Expert Mode - Full control over all settings (this guide)
• Beginner Mode - AI-assisted setup with natural language

Select Expert Mode and click Continue.

Step 2: Campaign Basic Info

Enter your campaign details:

1. Campaign Name - A clear, descriptive name (e.g., "Q1 Tech Outreach")
2. Description (optional) - Notes about the campaign purpose

Click Continue to proceed to setup.

Step 3: Campaign Setup

This is where you configure the core components of your campaign.

3.1 Select Data Sources

Choose the resources your campaign will use:

Lead Datasets Select one or more lead datasets. These are the contacts who will receive your emails.

Knowledge Bases Select knowledge bases containing your business information. The AI uses this to personalize emails.

Email Account Choose which email account will send the campaign emails.

AI Agent Select an available AI agent to handle email generation and responses.

3.2 Configure Email Content

Set up your email strategy:

AI Instructions Provide specific instructions for the AI when generating emails. Include:

• Tone and style preferences
• Key points to mention
• Things to avoid

Subject Templates Add up to 5 subject line variations. The AI will use these as inspiration.

Email Body Templates Configure templates for different email types:

• Cold Email - Initial outreach
• Follow-up - Subsequent touches
• Closing - Final attempt

3.3 Sending Behavior

Configure how and when emails are sent:

Batch Processing

• Enable/disable batch sending
• Set batch size and interval

Sending Timeframe

• Define sending windows (e.g., 9 AM - 5 PM)
• Select active days
• Set timezone

Response Behavior

• Auto-reply settings
• Business hours restrictions

Warm-up Settings

• Gradually increase sending volume
• Protect email reputation

Follow-up Configuration

• Delay between follow-ups
• Maximum attempts
• Stop conditions (reply, click, open)

Closing Configuration

• Days before marking as closed
• Auto-close behavior

Step 4: Review and Create

Review all your campaign settings before creating:

• Campaign name and description
• Selected datasets and resources
• Email configuration
• Sending schedule

Click Create Campaign to finish. Your campaign will be created in Draft status.

After Creation

Your new campaign appears in the campaigns list with Draft status.

Starting Your Campaign

From the campaign detail page, you can:

1. Review settings in the Overview tab
2. View assigned leads in the Leads tab
3. Configure agents in the Agents tab
4. Start the campaign when ready

Monitoring Your Campaign

After starting your campaign, monitor its progress at /campaigns/[id]:

Overview Tab

View campaign metrics and status at a glance:

• Email sent count
• Open and reply rates
• Bounce and unsubscribe rates

Leads Tab

Track individual lead progress:

• Email delivery status
• Open/click tracking
• Reply status

Executions Tab

View campaign execution history:

• Batch processing logs
• Error tracking
• Performance metrics

Related Guides

• Campaign Status Guide
• Lead Dataset Management
• Knowledge Base Setup