Quick Start: Launch Your First Campaign in 10 Minutes

This guide walks you through everything needed to send your first campaign — from connecting a mailbox to enrolling contacts and going live.

Prerequisites

• A registered account with an active plan (or trial).
• At least one email account you want to send from (Gmail, Outlook, or custom SMTP).
• A list of contacts to reach out to (or add them manually).

Step-by-Step

1. 1

   Connect a mailbox: Go to Mailboxes → Connect Mailbox. Choose your provider and authenticate via OAuth or App Password.

2. 2

   Add contacts: Go to Contacts → Add Contact (or Import CSV for bulk upload). Enter email, name, and company details.

3. 3

   Create a cadence: Go to Cadences → New Cadence. Add a Start node, then an Email node. Write your subject and body using the editor. You can use variables like {{contact.firstName}} for personalization.

4. 4

   Publish the cadence: Click 'Publish' to lock in the current version. This creates an immutable snapshot that campaigns reference.

5. 5

   Create a campaign: Go to Campaigns → New Campaign. Name it, select your cadence, choose contacts, pick your sender mailbox, and configure tracking options.

6. 6

   Launch: Click 'Start Campaign'. The system creates a workflow for each enrolled contact and begins sending according to your cadence schedule.