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