Campaign Building: Step by step

If you prefer watching video tutorials, check this out: Campaign Building Guide 🎥

What are campaigns?

Campaigns are a series of emails and tasks that you can use to reach out to your leads and get replies. In QuickMail, you can run omni-channel campaigns that include email, calls, SMS, and LinkedIn actions, among others.

Step #1: Create a campaign

To get started, go to Campaigns → click + Campaign

After clicking + Campaign, give the Campaign a name →  choose whether it's for everyone (Shared) or only you (Private) → Add.

Next, under the steps tab, choose the step that you want to add. Meanwhile, let's take Email as an example.

Next, add your email subject → email body → Click "Add".

You can keep adding follow-ups by clicking "Add new step"

Here's an example of a campaign with multiple follow-ups.

Aside from email and LinkedIn steps, QuickMail has a lot of other steps that you can use.

To see the whole list, click "View All" when adding steps.

Step #2: Assign emails for sending

We don't have our own server for sending emails, so users must add their own email account for sending. Without an email account, the campaign can't send emails.

To add an email account for sending, please follow this guide: Adding Email Accounts for Sending

Once an email account is added, go to the campaign → Channels tab → Under Emails, toggle your preferred email address on

Step #3: Add leads to campaigns

Without leads, your campaign automation won't work. So you need to ensure your campaigns have leads first. Leads can be added during the import process or manually from the Leads list.

Step 3 - Option 1: Importing leads to campaign

When importing leads, under "Options", you can select a campaign to add them directly to.

Learn more about adding leads here.

Step 3 - Option 2: Manually adding leads to campaign

To add Leads manually just select them from the List → Click on Actions → Add to Campaign → Select the campaign

Step #4: Setup Send Times

Send Times dictate the hours in days when the campaign can send emails.

Newly created campaigns have default send times of Monday to Friday, between 8:00 AM - 6:00 PM , based on the timezone in which the account was created.

However, you can edit the Send Times by going to the campaign → Automation tab → Make sure to select your preferred time zone → Shade your preferred send times and days

Step #5: Start Leads

In QuickMail, when leads are added to a campaign, they will be on a 'Not Started' status by default. The campaign will only send emails to the leads once they start the campaign.

There are three ways to start new leads:

Step 5 - Option 1: Setting up Triggers

Triggers dictate how many leads will start your campaign on specific days and times.

To create triggers, go to a specific campaign → Automation tab → Ensure first that you're using the correct timezone.

Then, click Triggers → select the days you want Leads to start on the campaign → select the time of the day when you want to start them → set number of leads to start → Apply.

In case you make any mistake with choosing the day, times, and/or leads to start, you can also clear triggers.

Step 5 - Option 2: Manually Starting Leads

To manually start leads, go to the Leads page in the campaign → Select leads → Click the play button

Step 5 - Option 3: Instant Start

Instant Start allows users to automatically start the leads as soon as they are added to the campaign. Note that this won't automatically start leads that have already been added to the campaign before this setting was enabled.

To enable Instant Start, go the campaign → Automation tab → Toggle on "Start Immediately"

Step #6: Activate the campaign

The last step in setting up campaigns is to activate it.

To do that, go to the campaign → click the paused dropdown → choose Live

Once the campaign is live, it will start sending emails in 1-15 minutes as long as there are leads that have already started.