Overview
A campaign consists of five parts that need to be configured in order:1
Create the campaign
Define name, timezone, sending schedule, and daily limits.
2
Add sequence steps
Create the email chain — initial outreach, follow-ups, and final touches.
3
Add leads
Assign leads (contacts) to the campaign.
4
Assign email accounts
Choose which email accounts will send the campaign emails.
5
Start the campaign
Transition the campaign from draft to active — emails begin sending.
Step 1: Create a Campaign
Create a new campaign in draft status. It won’t send anything until you start it.campaign.id — you’ll need it for all subsequent steps.
Step 2: Add Sequence Steps
Sequences define the emails in your campaign. Each step has a subject, body, and delay (days to wait after the previous step).Step 3: Add Leads
Add leads to the campaign by their IDs. If you haven’t created leads yet, do that first using the Leads API.Leads that are already enrolled in the campaign will be skipped (no duplicates).