C3 - Campaigns

3.1 Creating a campaign

The New Campaign dialog 15 new campaign modal 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.

3.2 Campaign folders

Why folders 01 campaigns Once your team runs several campaigns, the campaign list gets crowded. Folders let you group campaigns by audience, quarter, or team — for example Outbound 2026, Reactivation, Events. Creating a folder In the campaign list, use Create Folder in the folders area. Name it, then move campaigns into it. Using folders well - Folder by audience or purpose, not by sender — sender context is already in the Campaign Sender setting. - Keep an Archive folder for finished campaigns you might clone later. - Filters on the campaign list (owner, type, status) combine with folders to find campaigns fast. See Campaign types and statuses for the filter values available on the list.

3.3 Pausing and resuming campaigns

Pausing 01 campaigns Open a campaign and pause it. Sending stops immediately: emails already scheduled in the Outbox hold, and no new emails are generated while paused. When to pause - Deliverability trouble — if your mailbox starts bouncing or landing in spam, pause first, diagnose second. - Wrong content — catch a bad merge or broken link before more prospects receive it. - Calendar reasons — holidays, events, or a black-out period. Resuming Resume the campaign and it picks up exactly where it left off — prospects continue from their current step, and held emails proceed under the campaign's sending window. Pausing vs Daily Prospect Start If you want to slow down rather than stop, you don't need to pause: lower the campaign's Daily Prospect Start to throttle how many new prospects enter per day. Pause is for full stops.

3.4 Campaign types and statuses

Type filter 01 campaigns The campaign list can be filtered by Type: - All — everything. - Due — campaigns with emails currently due to send. - Active Prospects — campaigns with prospects currently in sequence. - Paused — campaigns paused via the pause control. Status filter Campaigns also carry a Status: - Active — running; prospects are being processed and emails send within the sending window. - Paused — halted by you; holds all sends. - Finished — the campaign has run its course for its prospects. Reading the list fast A useful daily scan: filter Type = Due to see what needs attention now, then Status = Paused to catch anything someone forgot to resume. Combine with the Owner filter for per-SDR triage. See Finishing and reusing campaigns for what to do when a campaign completes.

3.5 When prospects get added to a campaign

The throttle 01 campaigns Attaching prospects to a campaign does not email them all at once. New prospects begin the sequence at the rate set by the campaign's Daily Prospect Start — 50 per day by default. Why it defaults to 50 Volume control is deliverability control. A brand-new or low-volume mailbox that suddenly sends hundreds of cold emails a day gets filtered. Starting at 50/day per campaign and letting your Daily Sending Limit (per mailbox, in Settings) act as the backstop keeps sending patterns natural. Choosing a number - New mailbox or new domain — start low (10–30/day) and ramp over weeks. - Warm, established mailbox — 50–100/day is a common working range. - Multiple campaigns on one mailbox — remember the per-mailbox Daily Sending Limit caps the combined total. Checking who's in flight The Outbox shows exactly what's scheduled (Scheduled), currently going out (Processing), and what's gone (Sent) — the ground truth for "who got emailed today".

3.6 Finishing and reusing campaigns

When a campaign finishes 01 campaigns A campaign moves to Finished status when its prospects have completed the sequence (or been removed). Its history stays intact: every sent email, reply, and engagement event remains on the prospect records and in Reporting. Reusing a finished campaign 1. Clone it — duplicate the campaign to create a fresh copy with the same steps, templates, and settings. 2. Review before relaunch — check reply rates in Reporting; if a template underperformed, revise it in the clone before starting. 3. Reset the audience — attach a new list of prospects. Anyone who already went through the sequence (or replied/opted out) should be excluded. Reusing the audience safely Before re-adding prospects to a new campaign, filter your list to exclude anyone who is opted out, has bounced, or already replied in the previous run. The Opted Out and Bounced activity filters make this quick. Templates live on The templates used by a finished campaign remain in your Templates library, so improvements you make there flow into the next clone.