Create and launch a campaign

Start a campaign from a template, a description or blank, pass the launch checks, and launch it now or on a set day.

Use this page to go from nothing to a running campaign. You always start with a draft, and a draft sends nothing.

Create the draft

1. Open the dialog

   In Campaigns, click New campaign.

2. Pick how to start

   Choose one of the three options in the table below.

3. Name it, if you like

   With a template or Blank, you can type a Name. It’s optional, and you can rename it any time. If you leave it empty, the campaign gets the name shown in the field: the template’s name, or “Untitled campaign”.

4. Create it

   Click Create draft. With Describe it, click Ask to build it instead, which hands your text to Ask.

Option	What you get
From a signal template	Ready-made steps for a reason to write, like a new job or open roles. Up to three are recommended, and All templates shows the rest. Each shows its number of steps and days, and the days include the time spent waiting for a reply.
Describe it	Tell Ask who you want to reach and why, in up to 600 characters. It builds the draft for you to check.
Blank	Start empty and add the steps yourself.

Every draft starts with safe settings. You can change them before or after launch.

Pass the three checks

A draft’s Overview shows Three checks, then launch.

A draft's Overview with the skipped people explained and an example invite note.

Check	What it needs	Where to fix it
Who	People, or a source that will bring them. It shows how many people there are and how many are skipped, with Why? for the reasons. A campaign fed by Radar or an agent passes with no people yet. People you added from People with Add to campaign count too: with no list behind the campaign, it reads “N people you added from People · they start when you launch”. With nobody, it says “No people yet. Add them from People › Ready with Add to campaign.”	Add people
Messages	At least one step, with nothing broken. A new campaign with no steps says “No messages yet. Add a step.” rather than showing an error.	Open steps, see Steps and messages
Sender	A connected account chosen for this campaign. It names only the senders you chose. With none chosen, it says “No sender chosen yet. Pick who the messages come from.” A chosen sender that can’t send shows a warning, such as “Name is paused. Nothing sends from this account until it is resumed.”, with Resume sender or Reconnect LinkedIn.	Add a sender or Change, see Senders and limits

The same page has a preview card. Choose a person under Preview as and click Write an example or Write another. Nothing is sent or saved. You need a sender first, because previews are written as your sender.

If people are missing a field your text uses, you see how many, with Skip it for them or Open steps.

Defaults at the bottom lists the settings we picked: approval, stop on reply, one person per company, new people a day, schedule and language. Each one lives in Settings.

What can stop a launch

Launch stays disabled until the checks have loaded and nothing blocks it. The dialog lists what’s wrong under Not ready yet, with a Fix it link. If the server refuses, you see all the problems at once and an Open Steps link.

Problem	How to fix it
No sender connected, or none of the chosen senders is connected	Connect a LinkedIn account, reconnect one, or pick a different sender in Settings
The campaign has no steps yet. The dialog says “Add a first step before launching.”	Add a step in Steps
A step is incomplete, such as an empty Write it myself step or a branch with nothing after it	Fix it in Steps. The message names the step.
No list is selected, or the list can’t be found	Pick a list
The list isn’t fully imported yet	Wait for the import to finish
A list you leave out no longer exists	Change Leave out in Settings
The campaign is archived	Unarchive it first
Your plan doesn’t include campaigns	See Plans

Some things warn you and still let you launch:

• The list is empty. People you add later join on their own.
• A custom column is filled for only some people on the list. The others get the step’s backup text, if you set one.
• The sender’s monthly allowance for invite notes has run out. Invites go without a note until it resets.
• No sender is chosen for this campaign, or a chosen sender is paused or needs reconnecting. The launch dialog shows Launching now would send nothing yet, with Add a sender, Resume sender or Reconnect LinkedIn. If you launch anyway, the people wait until the sender can send.

Launch or schedule

1. Open the launch dialog

   Click Launch, or Schedule to pick a start day.

2. Read the summary

   It says how many people will start, including people you added to the draft by hand, how many are skipped and why, and how many wait in People › To review until you mark them Good fit. It also says when first messages go out, how many new people start each day and how approval works.

3. Confirm

   The button shows the number, for example “Launch for 40 people”. After launch, the campaign is Running.

Schedule asks for Start on, from tomorrow on. Nobody is written to before that day.

What happens after you confirm depends on the campaign’s approval setting:

Approval	What happens first
Every message	Drafts wait in Approvals until you say yes.
Once per person	Each person’s messages wait in Approvals for one OK.
First message only	Each person’s first message waits in Approvals. Follow-ups send on their own.
Autopilot	Messages send on their own once you launch.

An invite without a note has nothing to read, so it doesn’t wait for approval in Every message or First message only. The draft’s Overview and the launch dialog say “Invites without a note go out without approval.”

Read more in Approvals. You can pause at any time, and that stops anything not yet sent.

Set the schedule

In Settings, under Schedule, choose when messages go out:

Field	What it does
Days	The days messages can go out. Pick at least one.
From and To	The hours of the day, 09:00 to 18:00 unless you change them. The window has to end after it starts.
Time zone	Leave it on Each person’s time zone so nobody gets a message at night, or pick one zone.
Start on	Nothing goes out before this day.
End on	Nothing goes out after this day, and new people are skipped.

A sender set to pause on weekends stays paused on weekends, even if your schedule includes Saturday. See Senders and limits.

Who sends: you or the campaign

Most campaigns send for you from a connected LinkedIn account. If your workspace has no connected LinkedIn account when your first campaign is set up, that campaign runs by hand. Each message waits in Manual sends for you to send on LinkedIn and mark as sent.

When you connect LinkedIn, the campaign switches to sending for you. People whose message was already waiting for your hand stay by hand. Any other new campaign needs a connected sender to launch.

Related

Steps and messages

Invites, follow-ups, AI and your own text.

Add people

Who gets in and who gets skipped.

Approvals

Check messages before they go out.

Connect LinkedIn

Add an account to send from.