Campaigns, documents, and advanced features
Create your first email campaign
Elite support2 min readThe quick answer
Campaigns sends separate personalized messages through a connected Gmail or Outlook identity. Review the sender, audience, suppression, message, and follow-up behavior before launch.
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See it in action
Read the video transcript
Create a campaign named Partner briefings. Check the sender and business details, then continue.
Add first-name and company fields with fallback text. Write the message, add a three-day follow-up, and continue to recipients.
Select Maya and Jon, then continue. Review the two recipients and the follow-up timing together.
Run preflight and read each result. This example needs sender setup before it can be launched.
Return to Campaigns to find the saved draft. Complete the flagged checks before approving a live send.
Build an individualized campaign
Set up the sender
Open Campaigns and create a campaign. Connect the exact Gmail or Outlook mailbox and verify any sender alias. Add the sender/business identity and postal address for commercial mail.
Write your message
Set the subject and body with supported personalization. Add a follow-up only when appropriate and choose whether it requires human approval.
Choose eligible recipients
Select active contacts and review suppression, unsubscribe, and bounce status. Each person gets a separate message and recipient-scoped tracking.
Review before launch
Run Deliverability preflight. Check the sender, recipient count, message preview, sequence, and approval behavior before launching.
IN YOUR WORKSPACE
What it looks like
The actual campaign workspace with fictional outreach examples.
- New campaign
Start a draft before choosing the message and recipients.
- Campaign progress
Open a campaign to inspect recipient results and its current state.
