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:
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Adding unlimited steps in the email sequence.
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Each step has configurable delays (e.g., "Send Step 2 after 3 days").
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Drafting subject lines and content for each step.
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Option to personalize with variables (e.g., {{first_name}}, {{company}}).
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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
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Product or service description
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Target audience details
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Pain points being addressed
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Value proposition
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Email subject line
Step 2: Control Sliders
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Creativity: Conservative to Creative
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Urgency: Relaxed to Urgent
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Tone: Formal to Casual
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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.
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Upload a list of email leads using a CSV file.
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Drag & drop file support included.
Lead Duplication Control
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Checkbox:
Prevent duplicate leads across all campaigns -
When checked, the system checks for any existing lead email across all other campaigns.
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Duplicate leads will be skipped during upload.
Lead Metrics Displayed
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Total leads uploaded
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Sequence started
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Unsubscribed
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Bounced
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Sequence completed
Lead Management
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View and manage uploaded leads
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Search, sort, and filter leads
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View delivery status for each contact
Schedule Tab – Timing & Delivery
Defines when and how emails are sent.
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Campaign Start Date: Set a delay to launch later.
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Time zone: Default is
America/New York (EDT), but can be changed. -
Sending Days: Choose which weekdays to send emails (default: Mon–Fri).
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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.
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Open Rate: Percentage of recipients who opened the email.
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Click Rate: Percentage of recipients who clicked a link.
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Reply Rate: Percentage of replies received.
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Bounce Rate: Emails that were undeliverable.
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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
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Select one or more connected email addresses to send emails from.
Stop Sending Emails On Reply
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When enabled, stops all future steps if a reply is received from the lead.
Open Tracking
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Track whether recipients opened the email.
Delivery Optimization
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Choose to send emails in text-only format (HTML fallback).
Use Signatures From Gmail
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When enabled, uses the sender’s Gmail signature if connected via Google OAuth.
Combined Daily Limit
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Maximum number of emails sent per day across all selected sending accounts.
Custom Tags
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Tag the campaign with custom labels for internal filtering and reporting.
Sending Pattern
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Time Gap Between Emails:
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Minimum Time (in minutes)
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Random Additional Time (in minutes)
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Optional Features:
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Prioritize new leads over follow-ups
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Stop campaign for a company on reply
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Stop sending on auto-reply
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Click tracking
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Insert unsubscribe link header
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CC
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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 |