Starting a campaign
Go to Campaigns and create a new campaign. The New Campaign dialog walks you through the key choices:
- Campaign Name — anything that makes sense to you and your team.
- Campaign Sender — the mailbox the campaign sends from.
- Daily Prospect Start — how many prospects enter the campaign per day (default: 50). This throttles your daily volume even if thousands of prospects are attached.
- Auto send vs Manual send — Auto sends emails automatically as they come due. Manual holds each email in the Outbox until you approve it.
- Classic vs Continuous — Classic campaigns run once per prospect through the steps. Continuous campaigns keep cycling prospects through the sequence.
- Sending Windows — the days and hours when this campaign is allowed to send.
Adding steps
Inside the campaign editor you add email steps using your templates, with delays between them. Follow-up emails are only sent to prospects who haven't replied or opted out.
Adding prospects
Add prospects to the campaign from the Prospects view (select them and use the add-to-campaign action) or from the campaign's prospect panel. Prospects enter at the rate set by Daily Prospect Start.
Monitor it
Watch progress on the campaign itself and in Reporting. Every email in flight is visible in the Outbox (Scheduled, Processing, Sent).