Creating a campaign

A campaign is a sequence of one or more email steps, sent from a single connected account, to a set of enrolled contacts.

Create the campaign

1. Go to Campaigns → New Campaign
2. Give it a Name (internal only — contacts never see it)
3. Pick the sending account it should send from — only active connected accounts are selectable

It starts as a draft

Every new campaign starts in draft status — nothing sends until you explicitly activate it. That gives you room to build out steps, enroll contacts, and set a sending calendar first, all without any risk of a half-configured campaign firing early.

Building it out

From the campaign's detail page, next up:

• Add steps — the actual email(s) in the sequence
• Enroll contacts — who receives it
• Set a sending calendar — which days and hours (in a timezone you choose) sends are allowed to go out

Once all of that's in place, switch the campaign's status to active to start sending.