Overview Modules in detail

Outreach campaign in 4 steps

Create an email sequence, load recipients, send on schedule.

  1. Marketing group → Outreach → New campaign. Name, pipeline (which stage a lead lands in when they reply), time window.
  2. Build the sequence: step 1 (first email), step 2 (follow-up after X days) and so on. When you activate it, the CRM checks every step and names the one that doesn't work.
  3. Add recipients: from contacts (with filters), from another campaign, as typed addresses, via CSV or as a whole pipeline (choose the pipeline, tap the stages, one click).
  4. Start the campaign: sending runs in the background and respects daily limits (e.g. 30 emails a day) and sending times (e.g. Mon to Fri 9 to 5). If someone replies, the sequence stops for them and the reply lands in the inbox.

If sending fails because of a mailbox or a step, the campaign pauses with a reason instead of silently standing still. The unsubscribe link asks for confirmation before unsubscribing, so link scanners on other companies' mail servers can't unsubscribe anyone by accident.

Tip: placeholders like {{contact.first_name}} and {{company.name}} make every email personal.