Getting started with Campaigns

A campaign combines four things:

• Your channel, Social, Email, or both

• Your senders, social accounts and mailboxes

• The people you want to reach

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

If those 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, one connected mailbox, or both

• 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, Send Email, or Post Comments)

2. Senders

This is where you choose which channel the campaign uses, and which connected accounts will send it.

Every campaign is one of three types:

Social only. Reach through LinkedIn exclusively. Assign one or more Social Sender seats.

Email only. Reach through connected mailboxes exclusively. Assign one or more mailboxes.

Social + Email. Combine both channels in one flow, with continuity. Each mailbox is paired with a Social Sender, so the same person shows up consistently whether a lead is engaging with you on LinkedIn or in their inbox.

Auto-Rotate Senders. If you assign more than one sender, new leads are distributed across them so sending load is spread equally. This works the same way on every channel type: a lead is assigned one sender identity upfront and stays with that identity for the rest of the campaign, whether that's a Social Sender seat, a mailbox, or both. The one exception is company page actions, where the actor for that specific step becomes the page rather than the individual, without changing which sender identity the lead is otherwise assigned to.

On Social + Email campaigns, this identity spans both channels at once. Each mailbox is assigned to a Social Sender, so a lead handed to a particular sender is reached by that same person's LinkedIn account and mailbox for the full campaign, not a different pairing on each step.

If you switch a campaign's type after assigning senders, the previous channel's assignments are cleared. Choose deliberately before you build out your flow.

3. Campaign Flow

This is where you define the sequence itself.

On Social only and Social + Email campaigns, you can add pre-invite actions, an invite step, follow-ups after acceptance, and a separate path for leads who do not accept. Send Email steps live in the accepted and not-accepted paths alongside your other post-invite actions.

On Email only campaigns, there's no invite step at all. The flow is a straightforward sequence of Send Email steps, spaced out with delays.

See [Build a Signal-driven Campaign Flow] for the full structure, and [Choose Social only, Email only, or Social + Email] for how the channel type shapes your flow.

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, Signals, new connections, and profile visitors. What's required per lead depends on your campaign's channel type, an email address for Email only and Social + Email, a LinkedIn identity for anything using Social steps.

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, across whichever channels it uses.

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 senders, whichever channel you're starting with

• A small, clean lead set

• A short flow, either a few warm-up touches before an invite (View Profile, Follow Profile, etc.) or, for email, two or three well-spaced messages

• 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, and for email that includes mailboxes still ramping up toward their daily limit, 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, across both channels

• 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.