Create and launch an outreach campaign

Create the sequence

1. Open Campaigns in the sidebar and create a new campaign. Give it a name and select its Purpose: Generic outreach, Job → candidates or Candidate → contacts. For a job or candidate presentation, choose the job or candidate to present. The purpose is fixed at creation.
2. Under Start from, choose Blank or Template; to copy an existing campaign, choose Duplicate from its menu on the Campaigns page.
3. In Editor, compose the email steps and add any task steps or delays. A task step creates a task for the campaign owner, whoever enrolled the person, or a teammate you choose, and holds the recipient at that step until the task is done. If nobody finishes it, the step is skipped after the number of days you set (7 unless you change it, up to 30).
4. Review personalization and attachments in the sequence preview. Check the sending window and timezone, and the conditions that should end outreach.
5. Fix the issues shown beside Publish, wait for saving to finish, then publish.

The first publication makes a draft campaign live. Publishing a later version keeps its current live or paused status. Use Pause sending or Resume to control that status. Publishing does not by itself choose or enroll recipients.

Preview and enroll recipients

1. Select Add people after publishing. Check the Campaign and Sender at the top of the dialog; do not assume the sender is your own mailbox.
2. Use People to choose recipients, or Audience rule to configure an audience. Review eligibility and skipped recipients before proceeding.
3. Select a sample recipient and read the rendered sequence, including personalized text. Resolve missing information or unintended recipients before enrollment.
4. Confirm enrollment, or start the reviewed audience rule. Open Recipients to follow progress and Insights to review results.

Campaign tasks appear in Tasks; filter by Source → Campaign to see only them. Finish one with Complete & continue to move the recipient to the next step, or Complete & exit to end their run.

Decide what happens on a reply

Under Replies on the campaign's Settings tab, When someone replies can be Stop and notify me, Draft a reply for me to approve or Reply automatically, then hand off. Automatic replies send without review, so they work only when an administrator turns on Automatic replies in Settings → Campaigns; it is off by default.

For sending as colleagues, use Delegated sending on the campaign's Settings tab. Invited colleagues must enable it for themselves. The enrollment dialog shows the actual selected sender and connected mailbox.

Edit a published campaign

Changes are saved to the draft until you publish them. New enrollments use the published version at enrollment; recipients already enrolled keep their original version. Review the publication status before adding more people. You can compare published versions in Settings, or discard unpublished changes to return the draft to its last published content.

See Troubleshoot campaign enrollment and sending for skipped recipients, pauses and delivery checks.