Cold email campaigns and sequences

Where this lives. Sign in and open /campaigns in the app.

What it does

Campaigns is where you build an outreach sequence, assign the mailboxes that send it, set its schedule and daily volume, and track what happens after you launch.

Before you start

• Creating or editing a campaign needs the "manage_campaigns" permission; the New campaign button is disabled without it.
• You need leads or a saved list to build the audience from, and at least one connected mailbox to assign as a sender.
• Launching is approval-gated. Requesting launch queues it for approval, and the launch checks run again the moment approval is granted.
• Tracking, meaning open and click tracking, is off by default. Turning it on can affect deliverability, and click tracking needs its redirect domain to pass its own launch checks.

Set it up, step by step

1. Click "New campaign" and work through five steps: Goal, Audience, Sequence, Senders, Review.
2. Goal: name the campaign, choose an objective (meetings, replies, signups, or revenue), pick active sending days, and set the sending window, which defaults to 09:00 to 16:30.
3. Audience: pick individual leads, a saved list, or a search query. A lead already active in another campaign, or on the suppression wall, is flagged and skipped unless you explicitly allow re-enrollment.
4. Sequence: write your first step's subject and body. Merge fields such as {{firstName}} and {{company}} are supported. Add wait steps, calls, or generic tasks between email steps as needed.
5. Senders: the wizard preselects your connected, ready mailboxes. Adjust the selection if needed.
6. Review the summary, then create the campaign.
7. On the campaign's Schedule tab, set active days, the sending window, timezone, and "New leads and follow-ups per day," which defaults to 50. This is the campaign's own daily cap, separate from each mailbox's individual daily limit under Accounts.
8. On the Delivery tab, review the safety toggles described below, then click "Save protection."
9. On the "Email accounts" tab, use "Choose accounts," "Auto-pick senders," "Shuffle pool," or "Auto-rebalance" to manage the sender pool, and set Continuity, which defaults to strict.
10. When ready, click "Request launch" (or set a time first for "Schedule launch"), or click "Launch now" to run the checks and launch immediately if you are able to.

What you should see

• Delivery defaults: "Stop sequence when a lead replies" on, "Stop sequence when a meeting is booked" on, Open tracking off, Click tracking off, "Require unsubscribe wording" on, "Auto-promote A/B winner" off (and even when turned on, it only promotes a variant at 95 percent statistical significance with at least 30 sends per variant), "ESP-matched sending" on (pairs Gmail leads with Gmail senders and Outlook with Outlook, but never blocks a send on its own), and "Bounce circuit breaker" on (auto-pauses the campaign at 10 percent or more bounces in the last 50 sends, or 5 hard bounces).
• Company-level auto-pause is off by default. Turned on, it pauses colleagues at the same company after one reply, never suppresses them, and skips consumer domains such as gmail.com.
• The Overview tab shows Completion, Sent, Replies with its reply rate, Positive as a share of replies, Meetings, and Pipeline as attributed deal value, plus a launch readiness checklist with pass and fail items, some marked as hard gates.
• Pause, while a campaign is active, and Resume, while paused, are single-click actions that do not need approval.

Common problems

• Seeing fewer leads attached than you picked on Review usually means some were already active in another campaign or suppressed. The Review step states the real number the attach will take before you confirm.
• If launch readiness shows failing items, the campaign cannot launch until the critical ones pass. Unchecked domains and an unassigned sender pool are common causes.
• A campaign short on sending capacity shows exactly how much short it is, target minus available, on the Schedule tab. Auto-rebalance or Choose accounts fixes this; raising the daily cap alone does not.
• The reply rate and positive reply rate shown always describe people who wrote back to a message this campaign actually sent, measured over the mail sent in that window. See Analytics for the exact definitions.

Related

• Leads
• Accounts
• Analytics
• Reply Intelligence

Common questions

How many emails a day should a campaign send?

Work from the mailboxes, not the campaign. Eight to ten per mailbox per day at steady state, multiplied by the number of warmed mailboxes. Raising the per-mailbox number buys this week's volume with next quarter's placement.

Do follow-ups count towards the daily limit?

Yes. The limit is total outbound per mailbox, so a three-step sequence in steady state reaches roughly a third as many new people as the raw send count suggests. Decide the new-lead rate first, multiply by the number of steps, then size the fleet.

Should I turn on open tracking?

Open tracking adds a pixel and a redirect, both of which are weighed against you, and it tells you less than replies do. If you track at all, use your own tracking subdomain so another sender's link reputation never rides inside your message.

What counts as a reply?

A reply must answer one of our sends. An out-of-office message is not a reply, and mail that arrives in a shared mailbox from another tool is not one either. Every rate on the reporting screen uses that single definition.

Read next

• How many cold emails per day
• Free spam words checker

Last updated September 19, 2026. Written by the team that operates the platform.