Campaigns

Overview

The Campaigns page allows you to create, manage, and track email marketing campaigns. Connect your email accounts, build campaigns, and monitor engagement in real-time.

Dashboard Metrics

Connecting Email Accounts

Before sending campaigns, connect your email account:

1. Click the Email Accounts tab
2. Click Connect Account
3. Choose your email provider:
   • Gmail
   • Outlook
   • Yahoo
   • SendGrid
   • Mailgun
   • AWS SES
4. Complete the authentication flow
5. Your account appears in the connected list

Creating a Campaign

1. Switch to the Campaigns tab
2. Click New Campaign
3. Configure your campaign:
   • Campaign Name — Internal name for reference
   • Subject Line — What recipients will see
   • Email Content — Your message body
   • Recipient List — Upload or enter manually
4. Preview your email
5. Schedule for later or send immediately
6. Click Launch Campaign

Managing Campaigns

From the Campaigns tab, you can:

• View active and completed campaigns
• See engagement metrics per campaign
• Pause or edit running campaigns
• Duplicate successful campaigns as templates
• Delete campaigns you no longer need

Tracking Engagement

Monitor campaign performance in real-time:

• Opens — See when and how many times emails were opened
• Clicks — Track which links are getting attention
• Replies — View and respond to incoming replies
• Bounces — Identify undeliverable addresses
• Unsubscribes — Track opt-outs

Email Best Practices

• Personalize — Use recipient names and relevant details
• Clear subject lines — Make them specific and compelling
• Mobile-friendly — Most emails are read on mobile devices
• Call to action — Include a clear next step
• Test first — Send test emails before launching

Next Steps

• Set up phone outreach — Complement emails with calls
• Connect integrations — Sync with your CRM
• View best practices