Create and launch your email campaign step by step

In this guide, we’ll walk you through the process of creating and launching your email campaign.’s Email Drip Campaigns tool lets you to set up and manage fully automated email sequences with conditional triggers and unlimited follow-ups.

You can send personalized emails to the right audience at the right time for higher engagement and more replies.

Our campaign builder helps you build and launch a campaign in four easy steps.

Monitor campaign performance –>

Creating your email campaign

Step 1: Sequence

The first step is to create your email flow or sequence using a simple drag-and-drop editor.

You can add and customize four fundamental elements. Every element comes with the parameters that you’ll need to set.

Just drag and drop these elements onto the field to build your sequence.

To connect the elements, simply drag it below the previous one until you notice a dotted line, and then release it to link them up.

If you want to remove an element, hover your cursor over it and click the trash icon.

Tips for higher campaign KPIs:

№1: Add Delay elements with a waiting time of 2-3-4 days between your follow-up messages. This way, you won’t overwhelm recipients with your emails and can nurture their interest gradually.

№2: Add Trigger elements to set follow-up conditions and send targeted content to prospects who are most engaged.


Here’s an example of how you can build your email sequence:

Step 2: Prospects

In this step, you’ll add recipients to your campaign and adjust related settings.

Choose your prospect list: Adding new prospects to the selected prospect list will automatically send them to the start of the sequence.

Decide how to handle multiple email addresses: Send the campaign to all the email addresses listed on a prospect profile or only to the primary prospect email.

The first email on the profile is usually related to the most recent job position when there are multiple emails.

Decide what to do if a prospect has a missing variable:

  • Option 1: Add them to the “To Check” list – Prospects without the needed data will go to the “To Check” list before getting a campaign. Learn about the “To Check” list here.
  • Option 2: Send the campaign anyway – Prospects missing information will still receive the campaign. Learn how to back up missing variables with fallbacks here.

Manage Do not send to parameter:

Decide which email statuses to exclude from the recipient list for this campaign.

By choosing both options, only valid emails from your list will be included in the campaign. We’ll determine the total number of recipients based on the “Do not send to” parameter and show it below.

This parameter affects how many prospects from your list will be added to a campaign and cannot be edited after a launch.

Tips for higher campaign KPIs:

№1: Ensure that your campaigns connect with the right people—those who are genuinely interested in what you have to offer and are likely to become your customers. Take some time to research your ideal customer persona and use that in your prospecting process.

№2: We suggest sending your campaigns to a smaller group, preferably 100 to 200 recipients per campaign. Focusing on a smaller audience lets you personalize your campaign and closely track their engagement.

№3: Don’t send emails if you don’t have enough prospect data to personalize the email.

If a prospect lacks necessary data for email variables, you can choose to put it on hold off until the missing details are filled in.

Exclude unverified or unverifiable email addresses from recipients list to reduce bounce rates and protect your sender reputation.


Step 3: Sending options

Here, you’ll pick the email account to send your campaign, specify tracking settings and set campaign schedule. 

Select sender account:

Choose the fit email account that matches your estimated daily sending volume and the number of recipients in this campaign.

If you’re sending sales emails to a small group (like 100-200 people), go with Gmail/Workspace or Microsoft Outlook.

But if you’re doing big marketing or promotion emails with lots of recipients, use email accounts designed for bulk sending, like SendGrid, SendPulse, Mailgun, or Amazon SES.

Decide which tracking to use:

You can enable tracking for clicks and opens, helping you understand recipient engagement. tracks replies by default, but if necessary, you can still continue the campaign for the prospect even if they reply.

Set up a custom tracking domain for your email account ⇒

Learn how to add tracked links correctly ⇒

Set a schedule:

You have the option to choose the days and times when you want your campaign emails to go out.

Check out our guide to learn how to schedule campaigns –>

Tips for higher campaign KPIs:

№1: Prepare your email account for campaign

Make sure your sender account is warmed-up and always check daily limit settings before starting the campaign.

 №2: Only use tracking when necessary

Tracking helps monitor open/click rates and add triggers to your sequence but can also harm email deliverability. Avoid using tracking for statistics only.

If your sequences depend on open and link tracking, consider using a custom tracking domain to minimize any negative effects.

№3: Choose the appropriate schedule

To make sure that your emails have a higher chance of getting noticed, set a schedule that matches the recipient’s work hours.

Step 4: Review

In the final step, give your campaign a name, review your email sequence, and double-check all settings. If changes are needed, you can go back to previous steps.

To see how your email will actually appear to the recipient, especially when it has personalized elements, just click on Preview emails down below.

Once everything looks good, click the Start button at the bottom right to launch your campaign!

A note on email content restrictions

Remember, your email content should follow certain guidelines.

Your campaign may not be allowed to start if your email content touches on one of the following topics: 

  • Loan offers
  • Selling contact lists, databases
  • Online casinos promotion
  • Adult-related content
  • Free gift offers 

If email content in your campaign is deemed inappropriate, suspicious, offensive, or otherwise violating GDPR, CAN-SPAM Act, CCPA etc., we reserve the right to stop your campaign until clarification. Inappropriate content could lead to campaig suspension.

What’s next: Monitor your campaign performance

As your campaign runs, you can monitor email engagement and delivery success in the Statistics tab and use filters to sort recipients based on their actions or status in the Recipients tab. 

Read more about tracking campaign statistics here –>

Learn more about filtering recipients here –>

If you have questions or need help, check our FAQs or reach out to us at We’re here to assist you every step of the way!

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