How to Launch a Campaign

Once you have integrated your email, created and attached a sequence to your campaign, you will be able to set it live.

  • Go to the 'Engage' tab at the top and access the relevant campaign.


  • Click the ‘Schedule’ button in the top left-hand corner.


  • A pop-up box will appear on your screen ensuring you have made the relevant checks before sending.

  • There will also be the option to toggle on a sync to CRM for this campaign, as long as the integration is set-up.


  • After checking all the boxes click ‘Next’


  • The calendar preview will appear where you can set a date and time for the emails to start sending and make sure it fits in the calendar with your other Running campaigns. Other campaigns will show in grey and the campaign you are launching will be a dark blue.


  • If you have checked all the points on this list, you will then be able to press ‘Schedule’.

  • Congratulations, you have now launched a campaign!

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