Creating a campaign
Learn how to create your first cold email campaign in Outlio. This guide walks you through the entire process from naming your campaign to launching it.
What is a Campaign?
A campaign in Outlio is a collection of email sequences sent to a list of leads. Each campaign has its own settings, schedule, and sending accounts. You can run multiple campaigns simultaneously for different audiences or offers.
Step-by-Step Guide
Navigate to Campaigns
From your Outlio dashboard, click on Campaigns in the left sidebar.
Click "New Campaign"
Click the New Campaign button in the top right corner to create a new campaign.
Name your campaign
Give your campaign a descriptive name that helps you identify it later. Include the target audience, offer, or date for easy reference.
Good naming examples:
- • "SaaS Founders - Product Demo - Jan 2025"
- • "Agency Owners - SEO Services"
- • "E-commerce - Abandoned Cart Recovery"
Configure your campaign
After creating the campaign, you'll need to set up the following:
- Sequences: Write your email steps
- Leads: Upload your prospect list
- Schedule: Set sending times and days
- Accounts: Select which email accounts to use
Launch your campaign
Once everything is configured, click the Start Campaign button to begin sending emails according to your schedule.
You're live!
Your campaign is now running. Monitor your analytics to track opens, replies, and opportunities. Check Unibox for incoming replies.
Campaign States
Campaign is being configured, not yet sending.
Campaign is live and sending emails according to schedule.
Campaign is temporarily stopped. Can be resumed anytime.
All leads have received all sequence steps.
Pro Tip
Create separate campaigns for different audiences or offers. This makes it easier to track performance and optimize your messaging for each segment.
Next Steps
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