The New Campaign dialog
Go to Campaigns and create a new campaign. Here's every field:
Campaign Name
A label for you and your team. Name for the audience, not the product — "Q1 SDR outbound — 2nd tier SaaS" beats "Email sequence 4".
Campaign Sender
The mailbox the campaign sends from. Pick the connected mailbox for the campaign's owner. For team campaigns, the sender follows each prospect's owner.
Daily Prospect Start
How many prospects begin the campaign each day. Default is 50. This is your volume throttle: with 1,000 prospects attached and a daily start of 50, prospects enter over 20 days.
Auto send vs Manual send
- Auto — emails send automatically when due within the sending window. Set it and forget it.
- Manual — emails park in the Outbox as Scheduled until you approve them. Slower, but you review every send.
Classic vs Continuous
- Classic — each prospect moves through the steps once. The standard choice for outbound sequences.
- Continuous — prospects cycle through the sequence, for always-on touch programs.
Sending Windows
The days and hours during which this campaign may send. Emails due outside the window wait until the next window opens. Use windows to keep sends inside your prospects' business hours.
Next steps
After creating, add email steps with templates, then attach prospects. Volume is controlled by Daily Prospect Start; timing by the sending window.