Create and launch an outreach campaign

Create the sequence

1. Open Campaigns and create a new campaign. Give it a name and select its purpose: generic outreach, presenting a job to candidates, or presenting a candidate to contacts. The purpose is fixed at creation.
2. Start from Blank, a Template, or Duplicate. For a job or candidate presentation, check the linked record in the campaign's Settings.
3. In Editor, compose the email steps and add any task steps or delays. A task configured to wait for completion holds the recipient at that step until the task is marked done.
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 the live switch to control that status. Publishing does not by itself choose or enroll recipients.

Preview and enroll recipients

1. Open Enroll recipients 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.

For sending as colleagues, use Settings → Delegated sending within the campaign. 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 You can compare published versions in Settings, or discard unpublished changes to return the draft to its last published content.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.