Campaigns

Create a campaign — Details

1. Step 1: Details tab

   Click New campaign. On Details, name the campaign, choose Send From, and select an Audience List. Preview estimated recipients before continuing.

   • Campaign Name

     Internal label for your team (e.g. September MVP Promo).

   • Send From

     Connected email sender. Use Manage Senders if none are listed.

   • Audience List

     Target list. Manage Audiences opens the Audiences page.

   

Emails tab — choose an approach

1. Use a template

   Pick an existing Email Template for subject and body.

   

2. Write your own

   Compose subject and HTML body manually with merge tokens.

   

3. Personalized — generate with AI

   Generate per-lead copy from AI Settings (provider + system prompt). Choose an audience with members first.

   

4. Personalized — manual

   Write personalized variants manually when AI is not needed.

5. Follow-up emails

   Add follow-up steps with delays so non-responders get a second or third touch.