Your first campaign in 10 minutes

Here’s the quickest route from a new workspace to your first emails going out.

1. 1
   Connect a mailbox

   Go to Settings → Mailboxes and click Connect Gmail or Connect Outlook.
2. 2
   Create a campaign

   Open Campaigns in the sidebar and click Create Campaign. Give it a name, choose who can see it, and pick Static list if you’re importing your own leads.
3. 3
   Add leads

   On the campaign, click Add Leads → CSV import and upload your file. Or find people in Search and click Add to campaign.
4. 4
   Build a workflow

   Go to Workflows → New workflow. Set the trigger to Lead enters a campaign, choose your campaign under Who this applies to, and add Send Email steps with Wait steps between them.
5. 5
   Switch it on

   Change the workflow from Draft to Active. New leads in the campaign now start it. To start leads who are already there, click Start leads.