Prospecting

Campaigns and sequences

Create a campaign, build the email sequence and set up sending.

A campaign sends a sequence of steps to a group of leads from your connected mailboxes. Prerequisites: at least one connected mailbox and imported leads.

Create a campaign

  1. Go to Campaigns → New campaign.
  2. Choose your ideal customer (ICP) and the leads to contact. Contacts on the suppression list are shown but can never be added.
  3. Choose the channel (email is available), describe your offer and call to action in a sentence or two, then pick a tone.
  4. Build the sequence: generate it with AI (this uses credits) or write it yourself.
  5. Set up sending: mailboxes, daily limit, timezone and send window, then save.

The sequence

The AI-generated sequence has 4 steps: an initial email on day 1 with 3 variants (short and direct, problem-focused, insight-based), then 3 follow-ups at +2, +3 and +4 days. You review and edit every email before saving. You can add, move or delete steps: email, wait, condition, AI action, task, webhook, plus manual tasks (call, LinkedIn) that you carry out yourself. Nothing is automated on LinkedIn.

Sending rules

  • The default send window is Monday to Friday, 9 am to 5 pm, in the campaign timezone.
  • Emails rotate across the selected mailboxes; a lead keeps the same mailbox so replies stay in a single thread.
  • By default, AI-written emails must be approved before they are sent.
  • Open and click tracking is off by default.
  • A lead leaves the sequence if they reply, bounce, unsubscribe or mark your message as spam.

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