Set-up and launch your email campaign step-by-step

This walkthrough will teach you the basics on how to create and launch your first email campaign with’s Email Drip Campaigns lets you create and launch a fully automated email flow with conditional triggers and unlimited follow-ups.

Build your email sequence with an easy campaign builder and send personalized emails to the right audience at the right time.


Create your email campaign 

Monitor your campaign 

Create your email campaign

Our campaign builder allows you to build and start a campaign efficiently in 4 logical stages:

1) Sequence

The first step in creating a new campaign is assembling your email flow or sequence in a drag&drop editor and adding content to your emails.

Sequence editor works as a canvas where you can place, move, and connect elements to create an email flow.

The starting point element is placed to a sequence field by default. 

To add any element to a sequence:

  • drag it onto the field below the previous element until you see a dotted line
  • drop to connect with the previous element

There are four building blocks or elements that you can add to a sequence. Each element has a required input and parameters to be specified. 

Email – compose an email body and include its content: text, images, links. Find out more about email contents here.

Trigger – allows to split a sequence into two paths based on how recipients interact with your email. Learn more about how triggers work here.

Delay – allows to set a waiting time between the two sequence emails. Learn more about how delays work here.

Goal – concluding or final element of every sequence. Allows to track recipients who completed a certain sequence path. Find out more about a goal element here.

After adding an element to the field, click on it to open its parameters.

To remove an element, hover a cursor over it and click a trash icon.

Sequence example

Here’s an example of how you can assemble your email sequence. 


Don’t close the browser tab before saving your campaign. Click Save at the bottom left at any point to save your campaign as a draft. You can return to a drafted version and complete setting it up later.

Click the Next button at the bottom right to continue setting up a campaign. 

2) Prospects

On the second step, add recipients to your campaign and specify related parameters.

Choose a prospect list: 

  • Click on the List name field.
  • Select one of your lists from the drop-down menu.

If you don’t have any prospects in your list yet, learn how to fill it with leads here.

If prospect has multiple email addresses, send to:

  • All emails: send campaign to all emails listed on a prospect profile
  • First email: send campaign only to a primary prospect email

First email on the profile is usually the most relevant when there are multiple emails.

Do not send to:

Hover over an option to show a hint. 

By default, email addresses with unverifiable (yellow) status will be excluded from a campaign list to keep your bounce rate low.

  • Unverified emails: controls whether non-verified emails will enter a campaign list. 
  • Unverifiable (Risky): controls whether unverifiable emails will enter a campaign list. 

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

By selecting both options (recommended), only valid emails from your list will be added to a campaign. We’ll calculate an estimated number of recipients according to Do not send to parameter and display it below.

Do-not-email list name (optional)

Click the field and choose a Do-not-email list from the drop down menu.

The list is meant to include emails and domains blocked from receiving this campaign.

Learn how to create your Do-not-email list here.

If a prospect has a missing variable:

Hover over an option to show a hint. 

This parameter is to manage a scenario where prospect’s profile lacks data necessary for the email variables.

Learn how to personalize your email copy with variables from this help article.

  • Send it to the To check list: prospects with missing variables will be brought to the To Check list before receiving a campaign. Learn how to manually add missing variables
  • Send campaign anyway: prospects with missing variables will receive a campaign anyway.

Learn how to back up missing variables with fallbacks here.

Automatic Deals

The Deals feature lets you set up an automation and add prospects to the CRM deals when they open, click, or reply to an email.

Find out more in this help article.

Click the Next button to proceed to the next stage. 

3) Sending options

On this step, apply one of your connected email accounts to be a sender of this campaign, specify tracking settings, campaign schedule and duration. 

Choose the sender account

  • Click the field and select an active email account from the drop down menu.

If there are no available email accounts yet, click +Add new email account.

Find out how to connect your mailbox to in this help article.

Set tracking settings

Hover over an option to show a hint. 

Enable link tracking (optional): mark a checkbox to track when your recipient clicks a link from a campaign email. Required if your sequence includes Trigger elements with “clicked on the link” condition.  

By default, link tracking is disabled because it may negatively affect your email deliverability.

Enable open tracking (optional): mark a checkbox to track when your recipient views a campaign email. Required if your sequence includes Trigger elements with “opened email” condition.  

Stop for those who reply (optional): disable if you want the campaign to continue for the prospect even if they reply.

Set campaign schedule

You can specify the days of the week and time during which you want your campaign emails to be sent.

Learn about scheduling your email campaign in our guide

Set campaign duration

You can set automatic campaign start and end dates if you don’t want your campaign to begin right away, or know the specific date when you want it to end.

Set a start and/or end date for your campaign:

  • Turn on the campaign duration toggle 
  • Choose the time zone
  • Choose Start campaign date and time
  • Choose End campaign date and time

4) Review

On the final step, you can add campaign name, review your email sequence and campaign paramaters.

If you need to edit any of the parameters, you can go back to any step and change what’s necessary.

If something needs your attention before launching a campaign, we’ll show an error box with a hint. 

To preview an email’s final look for a recipient (especially if email variables are included), open Preview emails at the bottom.

Once you’re ready, click the Start button at the bottom right to launch your campaign!

Adding new leads to the attached prospect list will automatically send them to an email flow from the very start.

A notice about email content restrictions.

Your drip 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

Monitor your campaign 

While your campaign is sending out, you can monitor its performance on the Statistics and Recipients tabs of that campaign. You can track email engagement (opens, clicks) and delivery success (contacted, not reached).

Read more about campaign statistics here.

You can also filter recipients of your campaign based on their actions or status to keep track of which contacts have clicked a link, opened your email, bounced or unsubscribed from your campaign. 

Learn more about filtering recipients here.

Have more questions? We’re here to help at or live-support chat.

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