Create a campaign
Open Settings, create a campaign, and define the market, target role, lead goal, and sending limits.
Use the app from setup to replies without guessing the next step.
This guide shows the exact order to follow in the menu, what each section is for, and what you need to do before moving to the next step.
Start with these 3 checks
- Open Settings and create your campaign first.
- Still in Settings, confirm the mailbox is connected before you plan to send emails.
- Then go to Overview whenever you want the app to tell you the next recommended action.
Main Flow
Follow the menu in this order
Add leads
Use Add or Import Leads to add contacts manually, import CSV/XLSX, or discover leads from a provider.
Approve leads
Stay in Add or Import Leads and review pending leads. Only approved leads can move into email generation.
Upload campaign material
Add PDFs, images, and a short summary in Campaign Materials so the generated emails have better context.
Generate and review emails
Use Outreach Emails to generate drafts, review them, approve the good ones, and queue them for sending.
Launch the campaign
Open Launch Campaign, confirm there are no blockers, and send the queued emails.
Handle replies
Use Monitor Replies to review inbound messages and Tasks to complete the follow-up work.
Export the campaign record
Use Campaign Exports when you need the workbook, CSV exports, or an activity record for sharing.
Menu Guide
What each menu item is for
First sends stay under review
Emails are not sent immediately after generation. A human must review, approve, and queue them first.
Campaign materials support writing only
Uploaded materials improve the drafts, but they are not attached to outbound or reply emails automatically.
Replies and tasks are separate
Monitor Replies is for reading inbound messages. Tasks is where you complete the actual follow-up work.
Use the Overview as your control panel
If you are unsure where to go next, open Overview and follow the recommended next step shown at the top.