Build a campaign

A campaign is a sequence of steps, a list of leads, and the sender accounts that send for it. You can build one by hand in Campaigns, or ask the AI Sales Copilot to build it with you. Either way the campaign starts as a draft and sends nothing until you activate it.

Build a campaign by hand: the steps in order

1. Create it. Go to Campaigns → New Campaign. Enter a Campaign name, an optional Description, and pick a Template: Email + LinkedIn, LinkedIn Only, Email Only or Start from Scratch. Select Create Campaign. The campaign opens on its Sequence tab, paused.
2. Write the sequence. Open Campaigns → your campaign → Sequence. Click each step to open its editor and write the message. Email steps need a subject and a body. See Sequence steps and branches.
3. Add personalization (optional). In any message, use Insert Variable to add lead fields such as {first_name}, or add an AI Personalization field. See Personalization fields.
4. Add leads. Open Leads and choose Find Leads, Add Lead or Upload CSV. See Find leads in the Lead database and Import a CSV.
5. Assign senders. Open Settings → Connected Accounts and select each account that should send. Connect accounts first on Sender Accounts if none are listed. See Connect LinkedIn and Connect Gmail or Outlook.
6. Check work hours and daily limits. Still on Settings, review Work Hours and Daily Limits. See Work hours and daily limits.
7. Set up replies (optional). Open Appointment Setter to let the AI agent answer replies. See Appointment Setter.
8. Activate. Turn on the switch next to Paused at the top of the campaign. The readiness check runs; when every check passes, select Activate Campaign. See Preflight checks.

Build a campaign with the AI Sales Copilot

Select AI Sales Copilot in the sidebar and describe who you sell to and what you offer. The Copilot can create the campaign, write every step of the sequence, create AI Personalization fields, find leads in the Lead database, assign senders and run the readiness check. Every change it proposes appears on an approval card first, and nothing happens until you approve it. Actions that spend credits, like finding leads, show the cost on the card.

The Copilot always creates campaigns as drafts. It activates one only when you approve the activation card, and it uses the same readiness check as the app.

If you connect Claude or ChatGPT to your workspace, that assistant can do the same work from outside the app. See Connect your AI assistant.

Pick a campaign template

The template only decides the starting steps; you can change everything afterwards.

• Email + LinkedIn: views the profile, sends a connection request, then branches. People who accept get LinkedIn messages and emails; people who don't get emails.
• LinkedIn Only: the same start, then LinkedIn messages for people who accept and nothing for people who don't.
• Email Only: three emails.
• Start from Scratch: an empty sequence.

Choose a template that matches the data your leads have. Leads without an email address can't receive email steps, and leads without a LinkedIn URL can't receive LinkedIn steps. The starter sequences in the Playbook show each shape with full example copy.

What happens after you activate a campaign

Victoria assigns each lead to one of the campaign's senders and starts the sequence. Steps go out only inside the campaign's work hours and within its daily limits and each sender's own limits, so the first sends can take a while to appear. When a lead replies, the sequence stops for that lead and the reply shows in the Inbox.

If nothing seems to happen, see Leads aren't moving.