Add leads, launch and manage a campaign

Each campaign has three tabs: Sequence (the steps), Leads & launch (who is in it) and Performance.

Add leads and launch

1. 1Open the campaign and choose Leads & launch.
2. 2Click Add leads and pick a group, or everyone (up to 500). On a draft or paused campaign they wait in the list and nothing is sent.
3. 3Check the list, then click Launch. Each person starts the sequence on its schedule.

Adding leads to a campaign that is already running starts them straight away.

Remove people

Tick people in the list and choose Remove from campaign. Their remaining steps are cancelled, including LinkedIn steps still waiting for the desktop app. Anything already sent stays in the history.

Email and LinkedIn in one campaign

• A reply on any channel stops that person's remaining steps, unless a condition If replied → continue comes before the next step. Then the sequence carries on, and a later reply stops it again unless another such condition handles it.
• If a LinkedIn step fails for someone, their other LinkedIn steps are skipped and their email steps still go out.
• Someone with no email address skips the email steps and carries on with the rest.
• A campaign with email steps needs a mailbox to send from. It can't launch without one.

The Where they are column shows each person's current step, and whether they are waiting for the desktop app, a connection or your review.