A campaign is an ordered sequence of emails that the Agent sends to a lead over time — a first touch, then a follow-up a week later, then another — stopping the moment the lead replies. You build them on the Agents tab.
What a campaign is made of
Three things, all edited in one panel:
Entry filters
Who is allowed in — by label, status, source, or industry. Leave every filter blank and the campaign matches any lead.
Steps
An ordered list of templates. Each step after the first carries a wait — a plain number box followed by the words days after prior step.
Priority
Which campaign wins when a lead matches more than one. Lower number goes first.
Targeting by language (and anything else)
There is no language field on a campaign. You target language the same way you target everything else — with labels. Create a label such as Japanese, apply it to the relevant leads, then filter a campaign whose templates are written in Japanese to that label. The same trick works for region, company size, or any segment you can label.
How a lead moves through it
- It gets enrolled. On the next tick, the Agent finds the highest-priority active campaign whose filters the lead matches, and enrolls it.
- Step 1 sends immediately. Enrollment and the first send happen together — that is why step 1 has no wait at all, and shows the words sends on enrollment where the other steps show a number box.
- Later steps wait, then check for a reply. Step 2 becomes due once its number of days has passed since the previous step, but only sends if nothing has come back from that lead since the last send.
- It exits — and the exit is permanent. See the warning below.
What ends a sequence — permanently
| What happens | Why it stops |
|---|---|
| The lead replies | The whole point. Any inbound email from that lead ends the sequence so a human can take over. |
| Status becomes Qualified, Disqualified or Converted | Someone has taken the lead in hand. Automation gets out of the way. |
| The lead is opted out | The Stop automating this lead checkbox on the lead — the same one the post-send Teams card sets — excludes it from every stage, not just campaigns. |
| The campaign is deactivated or archived | Everyone currently enrolled exits, at the next tick. |
| All steps have been sent | The sequence is complete. |
That includes the fourth row. If you switch a campaign off, every lead in it is spent — not returned to the pool. Turning the campaign back on does not bring them back, and building a better campaign afterwards will not pick them up. The same is true of a lead you marked Qualified and later moved back to Contacted.
So treat switching a campaign on as a one-way decision about that audience. Point your entry filters at the segment you actually want before you activate, and test on a narrow label first — filtering on Information filled or Contacted, the two statuses a lead is in while automation is still working it. Re-importing a lead as a new record is the only practical way to give it a fresh start, and it arrives as a new lead against your allowance.
Build one
- Open the Agents tab in your workspace and expand Settings.
- Write at least one template. In Outbound templates, click Add template and save a subject and body.
- Add the campaign. In Campaigns, click Add campaign. Give it a Name and a Priority.
- Choose who enters. Under Entry filters, click the Labels, Status and Source chips you want, or type into Industry. Filters are any-of: a lead matching any selected value gets in. Leave them all blank to match every lead.
- Add the steps. Click Add step and pick a template. From the second step onward a small number box appears beside the template, labelled days after prior step — type the gap you want, from 1 to 365.
- Switch it on. Tick Active — it stays disabled until the campaign has at least one step — then save. This is the irreversible step for everyone the filters match, so re-read them first.
Seeing what happened
Each campaign row shows how many steps it has, a summary of its filters, and how many leads are currently enrolled. After a send, the lead picks up a label named after the campaign, so you can filter your Leads list by who received what. Individual sends appear in the Agent's audit trail as Campaign · step N, and a lead's detail panel shows which campaign and step it is on — including the reason it exited, if it has.
Campaigns respect everything else you have already set: the daily email cap, the pause switch, per-lead opt-out, and the post-send Teams card all behave exactly as they do for any other automated send.