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.
To send each lead’s first email from a mailbox on the same provider (Google or Microsoft) when one has capacity, add "espMatching": true to the request, or turn it on later with Update Campaign while the campaign is a draft or paused. Follow-ups always stay with the mailbox that sent the first email.
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).
Step 4: Assign Email Accounts
Assign one or more email accounts to send the campaign emails. The campaign will rotate between assigned accounts. With provider matching on (espMatching), each lead’s first email goes out from an assigned mailbox on the lead’s own provider when one has capacity.
Step 5: Start the Campaign
Once everything is configured, start the campaign. Emails will begin sending according to the schedule and daily limits.Monitoring Performance
After your campaign is running, check its performance:Next Steps
Template Variables
Learn about personalization variables and spin syntax for better deliverability.
Inbox Management
Monitor and categorize replies from your campaign.
Webhooks
Get real-time notifications when emails are sent, replies come in, or campaigns complete.
Analytics
View dashboard-level KPIs across all your campaigns.

