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A campaign sends a sequence of messages to the contacts you enrol, written for one persona from one template. You ask Pulse to write the first message to each contact, check it and send it. Pulse then writes and sends the later steps on schedule. Replies arrive in your inbox.
The Campaigns list, with each campaign's channel, status and results.

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Before you start

You need at least one persona and one template, and the contacts you want to reach. Campaign emails go out through your Gmail, so connect Gmail under Account settings first. Turn on Enable reply detection there too, so replies reach your inbox and Stop on reply can work.

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Create a campaign

The New campaign window, with Campaign name, Channel set to Email, Persona, Template and Create campaign.
1

Start a campaign

Select Campaigns, then New campaign.
2

Name it

Enter a Campaign name.
3

Keep the channel

Leave Channel at Email.
4

Choose the persona

Pick the Persona.
5

Choose the template

Pick the Template.
6

Create it

Select Create campaign.
The campaign now appears in your list. Select it to open the campaign page, then enrol contacts.

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Enrol contacts

The Enroll Contacts window, with a search box, a list of contacts to tick, and the Cancel and Enroll buttons.
1

Open the list

On the campaign page, select Enroll Contacts.
2

Find your contacts

Search for contacts.
3

Pick your contacts

Tick the ones to add.
4

Confirm

Select Enroll.
The campaign page now shows how many enrolled contacts have no message yet. Next, plan the sequence.

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Plan the sequence

The Sequence panel of a campaign, listing each step with the day it is sent and its reply rate, contacts, sends and replies, with Add step at the bottom.
A campaign is a series of steps. The first step goes out when you send it. Each later step waits the number of days shown next to it, such as Day +3, after the step before.
1

Add a step

Select Add step to add another.
2

Set the wait

Set its Delay (days).
3

Save

Select Save changes.
With Stop on reply on, a contact who replies gets no further steps. It is on for new campaigns, and you can change it under Campaign settings. The sequence now lists each step with its day. Next, write and send the first message.

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Write and send the first message

If your workspace translates outgoing messages, translate each draft and check it before you approve or send.
1

Choose the contact

Under Generate message on the right of the campaign page, choose the contact.
2

Ask Pulse to write it

Select Generate.
3

Find your drafts

When the page shows drafts waiting for approval, select Review.
4

Check it

Read the draft.
5

Change it if needed

If you want to change anything, select Edit.
6

Drop a draft you do not want

If you do not want the draft, select Discard.
7

Approve it

Select Approve.
8

Send it

Select Send.
The message now shows as Sent, and the contact moves to Contacted. If you generate a message again for the same contact, the new draft replaces the old one. Next, follow the results.

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Follow the results

The Performance panel follows your contacts from enrolled to replied, with your reply rate and a weekly chart of sends and replies. The Messages list below shows every message; filter it to see drafts, sent messages or replies. When a campaign has run its course, you can delete it.

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Delete a campaign

1

Start the deletion

Under Danger zone, select Delete campaign.
2

Confirm

Select Yes, delete.
The campaign leaves your list. Next, go back to the Pulse overview.
Deleting a campaign also deletes all its messages. You cannot get them back.