Campaign Campaign Module ( inside a campaign) Campaign Module – Full Detail View Entry: Campaigns Tab → Click on Any Campaign   When a user clicks on an existing campaign, the system routes them based on the campaign type : Campaign Type Redirects To AI Campaign Campaign Tab Manual Campaign Leads Tab   Once inside a campaign, users are presented with a structured interface that includes several functional tabs. These tabs form the control center for managing the lifecycle of a cold email campaign from creation to tracking outcomes. Campaign Dashboard – Tab Overview Each campaign consists of the following five core tabs: Tab Name Purpose Analytics Visualizes campaign performance and response metrics Leads Interface to upload, manage, and monitor lead recipients Campaign The main editor for configuring email steps and sequences Schedule Controls campaign launch timing, time zone, and delivery schedule Settings Technical and safety configurations like bounce rules, sender logic Campaign Tab – Email Sequence Builder This is the centerpiece for campaign setup. It allows: Adding unlimited steps in the email sequence. Each step has configurable delays (e.g., "Send Step 2 after 3 days" ). Drafting subject lines and content for each step. Option to personalize with variables (e.g., {{first_name}}, {{company}}). Rich text editor for formatting. AI Variation Generator An optional tool available inside the Campaign tab that enhances email copy using AI. Step 1: Input Requirements Product or service description Target audience details Pain points being addressed Value proposition Email subject line Step 2: Control Sliders Creativity : Conservative to Creative Urgency : Relaxed to Urgent Tone : Formal to Casual Style : Professional to Conversational AI will return multiple copy variations that the user can preview, edit, and insert. Leads Tab – Uploading and Managing Recipients The Leads tab is used to define the recipients for your campaign. Upload a list of email leads using a CSV file. Drag & drop file support included. Lead Duplication Control Checkbox : Prevent duplicate leads across all campaigns When checked, the system checks for any existing lead email across all other campaigns. Duplicate leads will be skipped during upload. Lead Metrics Displayed Total leads uploaded Sequence started Unsubscribed Bounced Sequence completed Lead Management View and manage uploaded leads Search, sort, and filter leads View delivery status for each contact Schedule Tab – Timing & Delivery Defines when and how emails are sent. Campaign Start Date : Set a delay to launch later. Time zone : Default is America/New York (EDT) , but can be changed. Sending Days : Choose which weekdays to send emails (default: Mon–Fri). Sending Hours : Default window is 9 AM–5 PM. Fully customizable. Emails will only be sent within the defined hours on active days. Analytics Tab – Performance Metrics Gives a detailed view of how the campaign is performing. Open Rate : Percentage of recipients who opened the email. Click Rate : Percentage of recipients who clicked a link. Reply Rate : Percentage of replies received. Bounce Rate : Emails that were undeliverable. Unsubscribed : Number of users who opted out. Graphs, bar charts, and tables are used to visualize trends. Settings Tab – Technical Controls This section manages all advanced configurations for a campaign. Accounts To Use Select one or more connected email addresses to send emails from. Stop Sending Emails On Reply When enabled, stops all future steps if a reply is received from the lead. Open Tracking Track whether recipients opened the email. Delivery Optimization Choose to send emails in text-only format (HTML fallback). Use Signatures From Gmail When enabled, uses the sender’s Gmail signature if connected via Google OAuth. Combined Daily Limit Maximum number of emails sent per day across all selected sending accounts. Custom Tags Tag the campaign with custom labels for internal filtering and reporting. Sending Pattern Time Gap Between Emails : Minimum Time (in minutes) Random Additional Time (in minutes) Optional Features : Prioritize new leads over follow-ups Stop campaign for a company on reply Stop sending on auto-reply Click tracking Insert unsubscribe link header CC Add CC addresses (comma-separated) for receiving a copy of each campaign email. Routing Logic Summary Action User Lands On Click on AI-generated campaign Campaign tab Click on manually created campaign Leads tab View existing campaigns Campaign summary dashboard Create new campaign (manual) Starts from campaign naming → Leads tab Create new AI campaign Follows website → ICP → campaign builder flow   Campaign page (overview) Campaigns Module – Overview Page This is the default landing page when a user clicks the Campaigns tab from the sidebar. Entry Behavior No Campaigns Present If no campaigns have been created yet, the interface displays an empty state with the message: No campaigns available yet. Start by creating one. One or More Campaigns Present The dashboard displays a list of all campaigns (AI-generated or manually created) associated with the workspace. Campaigns are listed in chronological order and include essential metrics and controls. Primary Actions Available Users can perform the following top-level actions from the Campaigns overview: New Campaign Initiates the manual campaign creation process. AI Campaign Builder Launches the AI-powered campaign creation flow using website input and ICP analysis. Campaign Table – Data Columns Each campaign listed includes the following columns: Column Name Description Campaign Name User-defined name of the campaign. Status Indicates state: Active, Paused, Completed. Progress Visual indicator or numeric progress based on email sequence activity. Emails Sent Total number of emails sent for this campaign. Clicks Number of users who clicked a link in the campaign emails. Replies Number of replies received, shown as: X replies of Y sent . Actions Start, Stop, or Pause the campaign. Analytics Button Opens the Analytics tab for this specific campaign. ⋯ Menu (More) Dropdown menu offering:   - Edit : Modify campaign structure   - Duplicate : Clone the campaign   - Delete : Permanently remove it Campaign flow