Campaigns

Campaigns let you enroll CRM contacts in an email sequence that is not attached to a deal. Campaigns is in the sidebar when that area is available on your account. You build the sequence, enroll recipients, and launch after you confirm an immediate send. A template step sends the same copy to every recipient. An agent-written step drafts a unique email for each person before you launch. Deal campaigns stay on the deal's Outreach page and are covered in Launching a Deal.

Create a campaign

• Open Campaigns — Select Campaigns in the sidebar.
• Create the campaign — Choose Create campaign.
• Name it — Enter Name, then Create campaign.
• Choose the first email — When the dialog shows How to start this campaign:, choose Template email or Agent written email. Drafting those emails is covered in Agent-written campaign drafts.
• Open the sequence — On the campaign, select the Sequence tab. The Recipients tab is where enrollment and launch happen.

Set sequence delays

Each step after the first waits before it sends. The wait is either hours or business days.

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• Add a step — On the Sequence tab, add the next email. Choose Template email for the same copy to every recipient. Agent written email is covered in Agent-written campaign drafts.
• Set an hour delay — Select hours, then enter a whole number from 1 to 23.
• Set a business-day delay — Select business days, then enter a whole number from 1 to 90.
• Set the send time — Choose Send at for the ET send time on a business-day delay. An hour delay has no send time.

Agent-written campaign drafts

An agent-written step drafts a unique email for each recipient before you launch, on a campaign opened from the sidebar. Deal sequences keep Template email; Write with AI on a deal composer is covered in Launching a Deal.

• Add the step — On a campaign opened from Campaigns in the sidebar, open the Sequence tab, add a step, and choose Agent written email. Template email sends the same copy to every recipient. Change step type switches an existing step.
• Write the instructions — Enter the prompt, or start from Quick intro, Follow up, or Thank you.
• Draft the recipients — Recipients in Draft needed are waiting on those messages. Choose the banner button that drafts that recipient count. The banner states that Lev Agent writes each message for you to review before anything sends.
• Edit a draft — Open the recipient and choose Edit this message, then Save changes. Variables in the draft stay visible while you edit.
• Regenerate — Choose Re-draft message on the recipient menu, or Regenerate drafts for this step on the sequence step.

Filter recipients

The Recipients tab lists everyone enrolled. Filter recipients opens Status, and each recipient sits in one status. A selected row can also show the contact's primary email and Last contact.

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• Ready to send — Drafts are in place and the recipient can launch.
• Draft needed — An agent-written step still needs a draft. Drafting is covered in Agent-written campaign drafts.
• Conflict — Launch is blocked, for example by another live campaign, a daily send cap, or a send already in flight.
• Active — The recipient is in the sequence.
• Paused — The sequence is paused for that recipient. Pause and Resume are on the recipient menu. Remove and resume appears when something is blocking resume.
• Exited — The recipient has left the sequence. Selecting the group includes every exit reason.
• Completed — The sequence finished.
• Replied — The recipient replied, and the sequence stopped.
• Cancelled — You chose Cancel on that recipient, and they left the sequence.
• Bounced — The email bounced.
• Declined — The recipient declined.
• Relaunched — The recipient was relaunched onto another sequence.

Exited selects every reason in that group. Clear filters removes the status filter. Cancel on the recipient menu records the reason Cancelled inside that group.

Enroll and launch

Enrollment adds people. Launch is a separate step, and an immediate send asks you to confirm first.

• Enroll recipients — On the campaign, choose Enroll. From a CRM table, or a lead-results table that shows a Campaigns column, choose Add to campaign.
• Review the row — The row shows the contact's primary email. Open the recipient to see Last contact when a prior exchange exists. Choose Open thread to open the Inbox conversation.
• Draft before you send — If the banner says recipients need their messages drafted, finish that step in Agent-written campaign drafts before launch.
• Send a test — Choose Send test from the recipient journey or the draft editor. The test goes to you.
• Open the send menu — Choose Bulk send when recipients are ready.
• Send now — Choose Send now from the send menu.
• Confirm the dialog — Confirm the send on Send campaign to …? The first email cannot be undone.
• Remove recipients — Choose Cancel on the recipient menu.