Creating a Campaign

What is a Campaign? 

A Campaign is a series of email messages, tasks, and other actions related to your Prospects called Steps. When a Prospect starts a Journey through a Campaign, they'll go through each Step until a Reply is detected.

How to Create a Campaign? 

1. Create a Campaign

To create a campaign, head to Campaigns  → Create New Campaign button.

After clicking Create New Campaign, give the Campaign a name →  choose whether it's private or to be shared → Create Campaign

2. Create Steps

After creating a campaign, you'll be taken to the Steps section of the Campaign. This is where the Campaign itself will be created. 
To add a Step, click the + button.

Choose what type of Step should start the Campaign. 

Note:  By default, a 3-day Wait Step will be automatically created when creating any Step.

If there's a need to create follow-up emails, click on the + button to create subsequent steps.

3. Assign Inboxes to the Campaign

The Inboxes section of the Campaign will determine which Inboxes and Identity will be used to send messages. If multiple Inboxes are selected, QuickMail will use  Inbox Rotation and send from each Inbox to distribute the load.
To assign an inbox to a Campaign, go to the Campaign →  Inboxes →  Select an inbox 

4. Set the Campaign Live

By default, a new campaign is always paused. To start sending emails, the campaign needs to go Live.
To set the campaign Live, click on Review 

After clicking review, it will direct you to a page where you can review the Email Steps and send a test email to the email address you're using to log. Hit the 'Go Live' button when you're ready to set the campaign Live.

What are the types of Steps?

Email Step

An email step is where you put the message that you want to send to your prospects. 

To see more info on customizing Email Steps, you may check What are the parts of an Email Step? 

Wait Step

A Wait Step is automatically created when creating an Email Step. It allows you to control the time period between each step.

You can choose the amount of time for the Wait step in either Hours, Days, or Minutes.

Task Step

Another type of Step that can be created is a Task.
A Task Step does not send a message to a Prospect. Instead, tasks are internal to-do's for a team member to take care of.
For instance, if a Prospect should get a phone call after 3 days, if they're not heard from by email, a Task can be a reminder to take care of that.

Here's more info about Tasks in QuickMail. 

Note: The Wait Until Task Is Completed To Resume Campaign will determine whether or not the Task needs to be completed before a Prospect moves on to subsequent Steps.

SMS Step

An SMS step sends a text message to a prospect. To use an SMS step, the prospect needs to have a phone number.

Here's more info about SMS Steps in QuickMail.

Call Step

A Call Step generates a call action in your To-Dos via AirCall integration or your own phone system. However, it does not trigger a call.

Here's more info about Call Steps in QuickMail.


A checkpoint is a non-email step that is used to trigger zap for automation or stop a campaign if conditions are not met.


A webhook is also a non-email step that is used for capturing campaign data via API. 

What are the parts of an Email Step?


The subject line is one line of text people see when they receive your email. So make sure it's optimized for your audience.

If you need help crafting a good subject line, this blogpost might come in handy: 55 Cold Email Subject Line Examples & Best Practices

Email Body

The email body is where you insert texts and add supporting links, images, or attachments.

There's no limit to how much text can be added when creating an email. However, some email providers limit how big a message they accept. 
Here are  8 Proven Cold Email Templates That Get Replies that might help with your outreach.


Attributes are placeholders that can be added to the subject line or email body.

Here's a more detailed guide to using Attributes

Include Previous Email

Include Previous Email when checked will include the previous emails sent to a Prospect as a quoted section of the message.

Open Tracking

Open Tracking allows visibility on when and if Prospects have opened an email. It's done by including a small, invisible pixel to the message. Note though that some Spam filters will "open" messages on their own, and some email clients don't automatically load images —but it should give a sense of how the Campaign is doing.

Click Tracking

Click Tracking allows visibility on when and if Prospects click on any links on the email. It's done by changing the link in your message to a Tracking Link, that will send Prospects to our server for a brief moment (to track the click) and then on to their destination. 

Note:  If Click Tracking is On, masking the link might help avoid spam filters. For example, instead of using in the email body, use Here's more about our Company.. This makes the link in the email look less suspicious. 

Plain Text Only

Sending emails in Plain Text may help improve deliverability. However, open and click tracking cannot be used with it at the same time. 

Send Manually

Sending Emails Manually allows users to review and edit the email step itself before it gets sent out. When a journey goes into a Manual Email Step, a draft in the To-Do gets generated. It is where you can review and send the email.

Here's a more detailed guide on Sending Emails Manually.

CC Emails

This allows users to add a CC email address in all of the emails sent to a prospect. Note that this may clog the inbox of the CC'd email address. 

Note:  Be mindful as Open and Clicks from the CC'd email address will also be tracked.