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.

Tracking Options

• Turn Off Email Open Tracking When this option is selected, the system will no longer record when a recipient opens your email.
• 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.

Plain Text Email Delivery

• Enabling this option instructs the system to send all emails in plain text format, removing any HTML elements. Plain text emails are often perceived as more personal and are less likely to be flagged by spam filters.

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.

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.

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

Campaign Actions

• Edit Icon Clicking the edit icon opens the full campaign editor, allowing you to modify any aspect of the campaign.
• Three-Dot Menu Provides options to Rename, Add Client, Assign Tag, Clone Campaign, Archive Campaign, or Delete Campaign.

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.

Leads Tab

• The Leads tab displays all leads associated with this campaign including contact status, lead details, and engagement metrics.

Sequences Tab

• Shows all email sequences configured for this campaign with an Add Sequence button to add additional sequences.

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.
• How to Add a Subsequence Navigate to Subsequence Tab, set a name, choose trigger condition (Auto-Add Leads or Delay Lead Addition), select sequence, configure schedule, and launch.