Create a campaign in EmailPal

What a campaign is

A campaign is a sequence of up to 10 emails that goes to a set of leads, from mailboxes you choose, inside a schedule and daily limits you control. Campaigns live in Engage, in the sidebar under Outreach next to Unibox and CRM.

Engage is EmailPal's own sequencer, switched on for every account on every plan. You can still send from EmailPal mailboxes with another tool over SMTP and IMAP (SMTP and IMAP credentials). Engage's schedules, limits, pause rules and lead tracking only apply to mail that Engage sends.

Create a campaign

1. Open Engage and choose New campaign.
2. Type a name, or leave it blank. It starts as "Untitled campaign" and you can rename it at the top of the page later.
3. Choose Create and open.

The new campaign is a draft. It already has a first step with an empty variant A, and a schedule called Weekday schedule set to Office hours (Monday to Friday, 09:00 to 17:00) in your browser's time zone. Nothing is sent until you launch.

The campaign page has four tabs: Analytics, Editor, Leads and Settings.

Set it up

1. Editor. Write the emails and choose the waits between them. Steps and variants.
2. Leads. Upload a CSV, paste emails, or add people who are already on a list. Importing leads and verification.
3. Settings. Pick the mailboxes under Accounts, then check the Schedule and the Daily limit and priority. Schedules and time zones, Sending limits and mailbox rotation.
4. Business mailing address. Set it once in the Engage workspace settings under "Business mailing address". Launch is blocked until it is filled in, because every email carries it in the footer.

The picker labels each mailbox Ready, Warming up, On hold or Unavailable. Ready and warming mailboxes can both be picked. A mailbox that is still warming shows a note that sending cold now may hurt deliverability, and nothing more: it is information, not a lock. Only a mailbox that is on hold or unavailable cannot be picked, and the picker shows the reason. When is a mailbox ready to send?

Launch

Choose Launch at the top right. The Ready to launch? dialog shows the same checklist you see beside the editor:

• Blockers must be fixed before the campaign can start.
• Warnings are worth a look but do not stop you.

It also shows What to expect: when the first email goes out, how many go out per day, and the estimated finish. Launch checklist

Launching starts the campaign. It does not send everything at once. Emails go out one at a time, inside the schedule, the daily limits and each mailbox's cap, and you can pause at any moment.

While it runs

The campaign status is Draft, Active, Paused, Completed or Error.

• Pause stops new sends. Leads keep their place in the sequence.
• Resume runs the launch checks again, so a blocker that appeared while paused has to be fixed first.
• Diagnose explains why a campaign is or is not sending.
• The menu next to the buttons has Duplicate and Delete.

Steps that have already gone out to leads cannot be moved or removed, but you can still edit their wording and their wait.

Campaigns can also pause themselves when something looks unsafe. Auto-pause on bounces

FAQs

Is Engage included in my plan?

Yes. Engage, Unibox and CRM are on for every account on every plan.

Does launching send all my emails right away?

No. Sends are spread across the schedule, one at a time, within the campaign's daily limit and each mailbox's cap. The What to expect panel in the launch dialog shows the pace.

Can I edit a campaign after it has launched?

Yes. You can change wording and waits at any time. A step that has already been sent to a lead cannot be moved or deleted.

Can I keep using Instantly, Smartlead or another sequencer instead?

Yes. Use the mailbox SMTP and IMAP credentials. Engage's launch checks, pause rules and Unibox lead tracking only cover campaigns you run in Engage.

Need More Help?

Steps and variants, Launch checklist, Sending limits and mailbox rotation.