Campaigns and Sequences

Campaigns let you send emails to multiple contacts at once, while sequences automate follow-up emails. Together, they help you scale your outreach without sacrificing personalization.

Requirements

Pro+ plan required to create campaigns and sequences.

Understanding Campaigns

A campaign is a collection of emails sent to a contact list using a template or sequence.

Creating a Campaign

Step 1: Start a New Campaign

1. Go to Email Hub → Campaigns

2. Click "New Campaign"

Step 2: Choose Your Approach

From Scratch:

• Build your campaign step by step

• Full control over every setting

From Template:

• Start with a pre-built blueprint

• Customize to fit your needs

Step 3: Select Your Audience

Choose a contact list:

• Existing List — Select from your contact lists

• Create New — Build a list while setting up

Tip: Smaller, targeted lists often outperform large generic ones.

Step 4: Configure Content

Option A: Single Template

• Select one email template

• All contacts receive the same email

Option B: Email Sequence

• Select a pre-built sequence

• OR build a sequence inline

Step 5: Campaign Settings

Step 6: Review & Launch

• Preview your campaign setup

• Check contact count

• Review first email

• Launch or Save as Draft

Understanding Sequences

A sequence is an automated series of emails with timing and conditions.

Sequence Structure

Email 1: Initial Outreach
↓ Wait 3 days
Email 2: Follow-up (if no reply)
↓ Wait 5 days
Email 3: Final follow-up (if no reply)

Sequence Types

Linear Sequence:

• Each step happens after a wait period

• Stops when recipient replies

Conditional Sequence:

• Different paths based on engagement

• If opened → send one email

• If not opened → send different email

Creating a Sequence

Method 1: From Sequence Tab

1. Go to Email Hub → Sequences

2. Click "Create New" or "Browse Templates"

3. Build your sequence

4. Save for reuse in campaigns

Method 2: Inline in Campaign

1. While creating a campaign

2. Choose "Build sequence" instead of selecting existing

3. Add steps inline

4. Sequence is saved with campaign

Building Sequence Steps

Adding Steps

1. Click "Add Step"

2. Choose step type:

   • Email — Send an email

   • Wait — Pause for X days

   • Condition — Branch based on engagement

Configuring Email Steps

Configuring Wait Steps

• Set number of days to wait

• Minimum: 1 day

• Recommended: 3-5 days between emails

Configuring Conditions

Conditions create branches:

Sequence Templates

Pre-built sequences to get you started:

Link Building Outreach

1. Day 1: Introduction + link request

2. Day 4: Follow-up if no reply

3. Day 9: Final gentle nudge

Guest Posting

1. Day 1: Guest post pitch

2. Day 5: Follow-up with topic ideas

3. Day 10: Alternative offer

Partnership Request

1. Day 1: Partnership introduction

2. Day 4: Value proposition follow-up

3. Day 8: Specific collaboration idea

Using a Template

1. Go to Email Hub → Sequences

2. Click "Browse Templates"

3. Select a template

4. Click "Use Template"

5. Customize as needed

Campaign Analytics

Dashboard Metrics

Per-Email Metrics

Click any campaign to see:

• Sent: Delivered count

• Opened: Open count and rate

• Replied: Reply count

• Bounced: Failed deliveries

• Status by step: For sequences

Comparing Campaigns

1. Click "Compare" in the Campaigns tab

2. Select campaigns to compare

3. View metrics side by side

Managing Active Campaigns

Pause a Campaign

1. Click on the campaign

2. Click "Pause"

3. Emails stop sending until resumed

Resume a Campaign

1. Click on paused campaign

2. Click "Resume"

3. Sequence continues from where it stopped

Archive a Campaign

1. Click on campaign

2. Click "Archive"

3. Campaign moves to archived view

Sequence Behavior

When Sequences Stop

Sequences automatically stop when:

• Recipient replies — Conversation started

• Recipient unsubscribes — Opted out

• Email bounces — Invalid address

• Manually stopped — You pause the campaign

Sequence Timing

• Wait periods start after previous email is sent

• Business days vs calendar days (configurable)

• Time of day follows your settings

Best Practices

Campaign Strategy

Segment your lists:

• Industry-specific lists

• Role-based lists (editors, marketers)

• Engagement-based (hot leads vs cold)

Start small:

• Test with 20-50 contacts first

• Refine based on results

• Scale what works

Sequence Strategy

• Keep sequences short: 2-4 emails maximum; don't be annoying

• Space appropriately: First follow-up: 3-4 days; Second follow-up: 5-7 days; don't follow up more than twice

• Add value each time: Each email should offer something new; reference previous email briefly; provide different angle or resource

Personalization

• Use variables: Always use {{recipient_name}}

• Reference their content

• Mention specific articles

• Don't over-automate: Read replies carefully; respond personally when appropriate; remove engaged contacts from sequences

Summary

Campaign Workflow

1. Create or select contact list

2. Choose template or build sequence

3. Configure settings

4. Launch campaign

5. Monitor analytics

6. Optimize and repeat

Next Steps

• Manage contacts and lists

• Email Hub overview

• Backlink outreach for citations

Questions?

Contact us at [email protected] — we're happy to help!