Launch and manage

Launching checks that the campaign can actually send, then turns it on. After that, one header button controls it: Pause, then Resume.

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Launch checklist

Click Launch on the campaign page. Guhan checks the campaign first. Blockers stop the launch until you fix them. Warnings do not stop it.

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Blockers

If the launch is refused, Guhan shows a Cannot launch message that lists what is missing. Fix those items and try again. Unpublished sequence edits do not block a launch: Launch and Resume publish them.

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Warnings

You can launch with these, but they are worth a look:

• No prospects in the audience yet. The campaign sits ready and picks up prospects as they are added to the list. Nothing sends until then.
• No product set. Messages go out without a product to pitch.
• No brand voice configured. Messages may not match your tone.

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A quick sanity check

Before you click Launch, preview a message for a real prospect, confirm the sender’s send window and limits match what you want, and make sure your own company’s email domain is on your Do Not Contact list.

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Campaign statuses

The header button changes with the status: Launch on a draft, Pause on a live campaign, Resume on a paused one. Right after launch, the Overview tab shows Guhan finding your first prospects.

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How prospects enroll

• When a campaign goes active, prospects already on its audience lists enroll.
• While it is active, any prospect added to an included list enrolls automatically, however they were added: a search or signal, a CSV upload, by hand, or Add to list from the Prospects page. There is no separate toggle. People who were already in the list before the Campaign went live enroll when you launch or resume it.
• Prospects on an excluded list never enroll.
• A prospect can only be active in one enrollment of the same campaign at a time. With Allow re-entry on, they can enter again after the cooldown, up to the maximum entries you set. With it off, each prospect enrolls once.

Each prospect gets one sender per channel and keeps it for the whole campaign, so a conversation stays with the same account. The Leads tab lists every enrollment with its current step and status:

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Pause and resume

Click Pause and confirm. Sends stop right away. Prospects in flight stay where they are, and when you Resume they continue from their next scheduled step. Individual prospects also pause on their own when their sender disconnects, and resume when it is reconnected.

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Edit a live campaign

Active campaigns are view-only, so you cannot change a sequence mid-send by accident. When you publish, prospects already in flight move to the new version. If the step a prospect was on no longer exists, they skip ahead to the next step that does. If there is none, their enrollment stops. Prospects who join after you publish follow the new version from the start. Prospects added to the audience while the campaign was paused enroll when you resume.

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Test run

Use Test run in the Sequence editor to walk a prospect through the steps and see what would fire, in order, without sending anything. See Build a campaign.

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Clone a campaign

Open the … menu on the campaign page and choose Clone campaign. You get a new draft with the same steps, re-entry rules, and senders. The audience is not copied, so pick one before you launch. This stops the copy from contacting the same prospects as the original.

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Delete a campaign

Open the … menu and choose Delete campaign. Active campaigns cannot be deleted, so pause first. The confirmation shows what will be removed: enrolled prospects, conversation threads, message records, open tasks, and meetings. You have to type delete to confirm. Deleting is permanent. Prospects stay on your lists; only this campaign’s record of them is removed. A short audit record (the campaign’s name, created date and total send and reply counts) is kept so billing still adds up.

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If something is off

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