Launch your first campaign

A campaign can be activated once it has three things: at least one lead, at least one sequence step and at least one sending mailbox selected. A schedule is optional, but set one so emails go out when you expect them to.

1. Connect a mailbox

Open Email Accounts and select Add Account. Follow connecting Gmail and Google Workspace or connecting Microsoft 365, Outlook and SMTP mailboxes.

Campaigns do not send from a mailbox whose status is WARMING, so check the Status column first. See domain warmup explained.

2. Add your leads

1. Open Leads.
2. Select Import CSV to upload a file, or New List to create an empty list and add leads to it with Add Leads.

Column mapping and file rules are covered in importing leads from CSV.

3. Create the campaign

1. Open Campaigns and select Add campaign.
2. Enter a Campaign name and, if you like, a Description.
3. Select Create campaign. It is saved as a draft.
4. Open the campaign from the list.

A campaign has four sections: Leads, Sequences, Schedule and Options.

4. Assign a lead list

In Leads, select Assign Lead List, pick one or more lists, then select Done. Leads from every assigned list will be contacted.

5. Write the sequence

1. Open Sequences and select Add Step.
2. Fill in the Subject and the body. Type {{ to insert a variable such as the lead's first name.
3. Add follow-up steps the same way. Each step has its own delay.
4. Select Save.

By default a lead stops receiving steps once they reply. The setting is Stop emailing a lead once they reply, under Stop rules in Options.

6. Set the schedule

1. Open Schedule.
2. Set Start Date, End Date, Timezone and Send Time.
3. Under Days of Week, choose the sending days. Monday to Friday is the default.
4. Optionally set Max Emails Per Day.
5. Open the Schedule menu and select Create Schedule.

7. Choose the sending mailboxes

Open Options. Under Accounts to use, select one or more mailboxes. Changes save as you make them, and Save now saves immediately.

8. Activate

Select Activate campaign, the play button in the campaign's menu bar. You can also open the status menu and choose Active.

If something is missing, you see "Cannot launch campaign" with the reason, for example that no email account is selected in the options.

After you activate

• The status changes to Active. Use Pause campaign to stop sending at any time.
• A Waiting on warmup banner means every selected mailbox is still warming. Sending starts on its own once warmup completes.
• Plan limits apply at launch. On the trial you can run one active campaign and send 50 emails a month, so a list that would take you past the limit is refused. See plans and the free trial and sending limits and daily caps.
• Follow results in tracking opens, clicks and replies.
• Before launch, paste your first step into the free spam checker to see how it scores.

Stuck? Email priority@fuzegenai.com.