Creating a campaign
Build a campaign in Outlio from audience and leads through sequence, schedule, options, and launch QA.
A campaign contains your audience, sending accounts, sequence, schedule, and delivery options.
1. Name the campaign for the audience
Use the campaign name as a future reporting tool. Include the segment, offer, region, or month so you can tell what worked later.
- Good: SaaS founders - churn audit - US - May
- Weak: New campaign 3
2. Add and map leads
Upload a CSV, then map fields so Outlio knows which columns become variables. Do not skip the sample review.
3. Write the sequence
Initial email explains relevance and asks one simple question.
Follow-ups add new context instead of repeating “just following up.”
Variables are previewed for multiple leads.
Spintax is used only where all variations sound natural.
4. Assign accounts and schedule
Assign active sending accounts, then set schedule windows that match the recipient market. If you use multiple accounts, keep inbox rotation intentional and conservative.
5. Preview, test, and launch
Preview at least five leads with different data completeness.
Send test emails from the accounts you plan to use.
Click links and confirm unsubscribe behavior.
Review tracking, daily limits, and schedule.
Launch the first batch and monitor the first day.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
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