User Guide

Step 1: Campaign Name

• Enter a name for your campaign in the provided field. Campaign names must be unique within your workspace; the system will not permit duplicate names across existing campaigns.
• Best Practice Use a clear, descriptive name that reflects the campaign's purpose, target audience, or timeframe — for example, 'Q1 SaaS Outreach - Enterprise' or 'Product Launch Follow-Up - March 2025.'

Step 2: Import Leads

• This step allows you to upload the list of contacts you intend to reach through this campaign. Click the upload area to select a CSV file from your device. The system will process the file and automatically map each column in your CSV to a corresponding field within the application.
• File Summary Report Once the upload is processed, the platform will generate a File Summary Report providing a complete breakdown of your lead list including: Duplicate Leads, Existing Count, Blocked Email Count, Empty Email Count, Invalid Email Count, Unsubscribed Leads, Duplicate Leads in Multiple Campaigns, and Total Leads.

Step 3: Sequences

• The Sequences step is where you compose the emails that will be delivered to your leads. The platform provides multiple methods for creating content, accommodating both manual and AI-assisted workflows.
• Writing Your Email Manually Compose your email subject line and body directly within the editor. You can insert dynamic variables that correspond to the fields mapped during the lead import step.
• Using Multiple Variants To improve deliverability and reduce the risk of emails being identified as spam, you can create multiple versions of the same email. Click the '+' button to add a new variant.
• AI-Powered Spintax Generation The platform supports AI-assisted spintax generation — a technique that automatically produces dynamically varied versions of your email content.
• Preview and Deliverability Score Click Preview to see exactly how your email will appear to recipients. The Deliverability Score tool provides a comprehensive assessment across Domain Validation (40%), IP Blacklist Status (20%), and Email Copy Analysis (40%).

Step 4: Schedule

• The Schedule step allows you to define precisely when your campaign emails will be delivered. Configure: Time Zone, Start Date, Days to Send, Start Time / End Time, and Sending Frequency.

Step 5: Preferences

• The Preferences step allows you to configure the operational settings of your campaign before it goes live. Select sender accounts, enable Stop Campaign on Reply, Open Tracking, Link Tracking, Send as Text Only, and set Daily Sending Limit.
• Sender Accounts Select the email account or accounts from which this campaign will be sent. All accounts previously added and configured under the Accounts tab will be available for selection here. You may assign multiple sender accounts to a single campaign.
• Stop Campaign on Reply When enabled, the system will automatically cease sending further sequence emails to any lead once they have replied. This prevents over-communication with engaged prospects and ensures a more professional experience for respondents.
• Open Tracking When enabled, the platform records each instance of a recipient opening a campaign email, providing visibility into engagement levels across your lead list.
• Link Tracking When enabled, the system tracks and logs each instance of a recipient clicking a hyperlink within the campaign email, allowing you to measure intent and interest.
• Send as Text Only Enabling this option delivers emails in plain text format, without HTML rendering. This can improve deliverability in environments where HTML emails are more likely to be filtered. Please note that enabling this setting will automatically disable open tracking.
• Daily Sending Limit Set a maximum number of emails to be sent per day for this specific campaign. This is particularly useful for managing sending volume, protecting your sender reputation, and staying within your email provider's recommended thresholds.

Tracking Options

• Turn Off Email Open Tracking When this option is selected, the system will no longer record when a recipient opens your email. This can be useful if you prefer not to use tracking pixels, or if you are sending plain text emails where open tracking is not supported.
• Turn Off Link Click Tracking When this option is selected, the system will no longer monitor or record when a recipient clicks a link within your email. Disabling this may be preferable for audiences that are sensitive to link redirects, or when maximum deliverability is the priority.

Plain Text Email Delivery

• Enabling this option instructs the system to send all emails in plain text format, removing any HTML elements such as formatting, images, or styled layouts.
• Plain text emails are often perceived as more personal and are less likely to be flagged by spam filters, which can significantly improve inbox placement rates. This setting is particularly recommended when your existing deliverability score is low or when outreach is being sent to a cold audience for the first time.
• Note: Enabling Plain Text Email Delivery will automatically disable email open tracking, as open tracking relies on an HTML element embedded in the email.

Set Sending Priority

• This setting allows you to control how the system distributes its daily sending capacity between follow-up emails and new lead outreach.
• By default, the system splits sending capacity equally — 50% allocated to follow-ups and 50% allocated to new leads. You can adjust this ratio based on your current campaign priorities. For example, if you are in an active follow-up phase and want to prioritize responses from existing leads, you may increase the follow-up percentage accordingly.

Unsubscribe

• This setting adds an unsubscribe link or message to the footer of all emails sent within this campaign, giving recipients the option to opt out of future communication
• Enabling this option is strongly recommended for maintaining compliance with email regulations and building a trustworthy sender reputation. When a recipient clicks the unsubscribe link, they are automatically removed from future sends and marked as unsubscribed within the system — no manual action is required on your part.
• Important Note: Enabling the unsubscribe option may have a minor impact on deliverability due to the additional content added to the email footer. However, the long-term benefit of maintaining a clean, engaged lead list significantly outweighs this consideration. It is generally best practice to keep this option enabled.
• Once you have configured your campaign settings, all changes are applied immediately to the campaign. Return to this page at any time to adjust your preferences.

Understanding the Campaign Table

• Campaign Name The name assigned to the campaign at the time of creation
• Progress A percentage (0-100%) reflecting how far the campaign has progressed through its total lead pool
• Total Leads The total number of leads imported into the campaign
• Opportunity A count that increments each time a lead responds positively
• Sent The total number of emails successfully delivered within the campaign to date
• Replied Displays the reply rate as a percentage alongside the total reply count
• Clicked The number of leads who clicked a tracked link within a campaign email
• Opened The number of leads who opened a campaign email (requires Open Tracking to be enabled)
• Bounced The number of emails that were undeliverable and returned as bounced
• Status The current state of the campaign — Draft, Active, Paused, or Completed
• Actions Campaign-level controls for editing and managing the campaign

Campaign Actions

• Edit Icon Clicking the edit icon opens the full campaign editor, allowing you to modify any aspect of the campaign — including importing additional leads, updating the campaign name, revising the sequence, adjusting the schedule, and changing preferences.
• Three-Dot Menu
• Rename Update the display name of the campaign
• Add Client Associate a client with the campaign to grant them visibility into campaign progress
• Assign Tag Apply a custom tag for internal organization and filtering
• Clone Campaign Duplicate the campaign structure and sequence. Note: sender accounts and leads are not included. The cloned campaign is saved as a Draft
• Archive Campaign Move the campaign to an archived state, removing it from the active view
• Delete Campaign Permanently remove the campaign and all associated data from the workspace

Analytics Tab

• The Analytics tab opens by default and provides comprehensive campaign performance metrics including Sent Rate, Deliver Rate, Click Rate, Reply Rate, Bounced Rate, and Outcomes.
• Campaign Performance Graph A visual graph that shows date-wise email activity, daily statistics, and all metrics visualization.
• Below the stats, you'll see a visual graph that shows:
• Date-wise email activity showing which dates emails were sent
• Daily statistics (e.g., On the 17th, the campaign sent 5 emails, 2 of which bounced)
• All metrics visualization including sent, delivered, clicked, replied, bounced, and outcomes

Leads Tab

• The Leads tab displays all leads associated with this campaign including contact status, lead details, and engagement metrics.
• What You'll See All campaign leads in a table format
• Contact status for each lead (sent emails or not contacted yet)
• Lead details including name, email, status, and engagement metrics
• Use Cases Track which leads have received campaign emails
• Identify leads that still need to be contacted
• Monitor individual lead responses and engagement

Sequences Tab

• Features View all sequences currently active in the campaign, Add Sequence button to add additional sequences to the campaign, When you click Add Sequence, you'll navigate to the Add Sequence page where you can create new email sequences, configure follow-ups, set timing and conditions, and apply the sequence to the campaign

Subsequence Tab

• What is a Subsequence? A subsequence is a conditional campaign within your main campaign. It allows you to automatically send different email sequences based on specific triggers or conditions. Example Use Cases: If a lead's tag is Positive, send them a specific sequence If a lead replies with the word Done, trigger a different follow-up sequence Delay sending emails to certain leads based on their behavior
• How to Add a Subsequence In the given belo
• Navigate to Subsequence Tab Open your campaign, Click on the Subsequence tab, Click Add Subsequence
• Set Subsequence Name Enter a descriptive name for your subsequence (e.g., Positive Tag Follow-up or Done Reply Sequence).
• Choose Trigger Condition You have two condition options:
• Option A: Auto-Add Leads to Subsequence Automatically add leads based on their reply text and customize delay settings
• Configuration: Reply Text Matching - Set keywords to trigger the subsequence (Example: If user replies with Done, trigger this subsequence) Delay Settings - Specify how long to wait before adding leads based on reply conditions
• Option B: Delay Lead Addition Simply delay adding leads to the subsequence by a specified number of days.
• Configuration Days - Enter the number of days to wait before adding leads This creates a time-based delay without requiring specific reply triggers
• Select Sequence Click Next after choosing your condition, You'll see available sequences to choose from, Select the email sequence you want to use for this subsequence
• Configure Schedule The Schedule tab allows you to define when and how emails are sent.

Campaign Delivery Schedule Settings:

• Time Zone Select the timezone for scheduling emails
• Start Date Choose when the subsequence should begin
• Days to Send Select which days of the week to send emails: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday
• Start Time Set the earliest time to send emails
• End Time Set the latest time to send emails
• Send Interval Define how frequently emails will be scheduled (e.g., every X hours/minutes)

Launch Subsequence

• Review all settings, Click the Launch button, Your subsequence is now active and will run based on the conditions you set

You can add multiple subsequences to a single campaign:

• Each subsequence can have different trigger conditions
• Each subsequence can have different trigger conditions
• Each can use different email sequences
• Each can have its own schedule, They run independently based on their individual triggers

Best Practices

• Best Practices Monitor your metrics daily during active campaigns, Compare delivery vs. bounce rates to identify email list quality issues, Track click and reply rates to measure engagement
• Leads Management Regularly review leads who haven't been contacted, Update lead statuses based on their responses, Use lead data to refine your targeting
• Sequences Test sequences with small groups before full rollout, Keep sequences concise (3-5 emails maximum), Space out emails appropriately (2-3 days between sends)
• Subsequences Use clear, descriptive names for easy identification, Test trigger conditions with sample leads first, Don't over-complicate - start with 2-3 subsequences maximum, Monitor subsequence performance separately from main campaign, Ensure schedules don't overlap to avoid email fatigue