Getting started with Campaigns

If you want to launch context-aware automated outreach that generates real replies from real buyers, Social Campaigns is where everything comes together.

A campaign combines three things:

1. Your social senders

2. The people you want to reach

3. The flow of actions and messages you want the system to run

If those three pieces are set up well, your campaign is much easier to launch, monitor, and improve.

Before you start

Before you create your first campaign, make sure you have:

• At least one active social sender

• A clear audience or lead source (hint: a signal!)

• A simple outreach flow in mind

• A sending schedule that matches your audience's timezone

You do not need everything to be perfect before creating a campaign. You do need the basics in place before activating one.

How the campaign builder works

Every campaign is built in five parts:

1. Details

This is where you name the campaign and control important behavior such as:

• Whether existing 1st-degree connections should skip the invite step

• Whether existing 1st-degree connections should be excluded completely

• Whether the campaign should stop when someone replies

• Whether you want to leverage AI to write context-aware messaging (Invite Notes, DM, InMail or Post Comments)

2. Social Senders

This is where you choose which connected social accounts will send the campaign.

Auto-Rotate Senders: If you assign more than one sender, new leads are distributed across them so sending load is spread equally using our Auto-rotate feature.

3. Campaign Flow

This is where you define the sequence itself.

You can add pre-invite actions, an invite step, follow-ups after acceptance, and a separate path for leads who do not accept.

4. Lead Management

This is where you decide how people enter the campaign.

You can add leads from pasted profile URLs, CSV imports, CRM lists using Attio or HubSpot, Signals, new connections, and profile visitors.

5. Schedule

This is where you control when the campaign is allowed to send.

You choose:

• Active days

• Active hours

• Timezone

The campaign only sends within that window.

Draft vs active

A new campaign starts as a draft.

That means you can safely:

• Build the flow

• Assign senders

• Add leads

• Adjust the schedule

• Review settings

Nothing starts sending until you activate the campaign.

That makes draft mode the right place to test your setup before going live.

A good first campaign setup

For your first live campaign, keep it simple.

A strong starting setup usually looks like this:

• 1 to 3 social senders

• A small, clean lead set

• A short flow with a small set of warm up touches (View Profile, Follow Profile, etc).

• A realistic sending window

• Clear reply handling

The goal is not to build the most advanced flow on day one. The goal is to launch something easy to understand and easy to improve.

Common mistakes to avoid

Activating before senders are ready

If your senders are still warming up, disconnected, or not assigned, the campaign will not behave the way you expect.

Adding too many leads too early

Start with a smaller batch so you can review replies, pacing, and performance before scaling up.

Overbuilding the flow

A complicated sequence is harder to troubleshoot. Start simple, then add complexity once you see real results.

Forgetting the schedule

Campaigns use their own schedule. If your active hours or timezone are too narrow, the campaign may appear slow even when it is working correctly.

What happens after launch

Once your campaign is active, most day-to-day work happens in two places:

• Unified Inbox for replies and conversations

• Results & Optimization for performance, funnel movement, and campaign activity

That means campaign setup is only the first step. The real value comes from monitoring what happens after the campaign starts sending.

Best practice

Treat your first campaign like a working draft, even after it goes live.

Launch small. Watch the inbox. Review results. Then improve the flow based on what you learn.

That approach gives you better outcomes than trying to build the perfect campaign before you have any live data.