Creating a Campaign

Campaigns are the core of ReachHQ. A campaign connects a cadence (your outreach sequence) with a set of contacts and a sender mailbox to deliver personalized emails at scale.

Campaign Creation Wizard (5 Steps)

Step 1: Campaign Details

• Name (required) — A unique name to identify your campaign.
• Description (optional, max 2000 characters) — Notes about the campaign's purpose.

Step 2: Select or Create a Cadence

Choose an existing published cadence or create a new one inline. The cadence defines the sequence of emails, wait periods, conditions, and tasks that each contact will go through.

Step 3: Select Contacts

You have four ways to add contacts to your campaign:

• Contacts List — Search and select individual contacts from your database.
• Groups — Select entire contact groups (all members are enrolled).
• Add One — Quickly create a single new contact inline.
• Import CSV — Upload a CSV file to bulk-import contacts.

Exclusion toggles help you filter out unwanted contacts:

• Exclude Do Not Email — Automatically skip contacts marked as do-not-contact (default: ON).
• Skip Duplicates — Skip contacts with duplicate email addresses within this campaign (default: ON).

Step 4: Sending Options

• Sender Mailbox — Choose which connected mailbox sends the emails.
• Track Opens — Enable open tracking via pixel (default: ON).
• Track Clicks — Enable click tracking via URL rewrite (default: ON).

Step 5: Review & Launch

Review all your settings. You can go back to any step to make changes. Then choose 'Save as Draft' to finalize later, or 'Start Campaign' to launch immediately.