Create a New Campaign

WorkOnward Reach’s guided wizard walks you through every decision. No guesswork — just follow the steps.

The campaign stepper

Navigate to Outreach > Campaigns and click New Campaign. The stepper guides you through:

Step 1: Name your campaign

• Enter a campaign name (e.g., “Q2 SaaS founders outreach”)
• Add an optional description for context

Step 2: Select your audience

• Choose a contact list from the dropdown
• Review the enrollment estimate:
  • Total contacts on the list
  • Eligible contacts after exclusions
  • Excluded contacts and reasons
• Configure exclusions:
  • Exclude bounced — On by default
  • Exclude unsubscribed — On by default
  • Exclude contacts in other active campaigns — Prevents overlap

Step 3: Build or select your sequence

Choose one of:

• Create new — Build a sequence from scratch
• Use template — Select from your sequence library
• Write with AI — Describe your goal and let AI create the sequence

For each step in the sequence, configure:

• Subject line and email body
• Wait time between steps
• Open and click tracking

Step 4: Configure settings

Set your sending parameters (see Campaign Settings):

• Daily send cap
• Send window and timezone
• Send days
• Mailbox selection
• Stop on reply rules

Step 5: Review and launch

• Review the full campaign summary
• Send a test email to yourself
• Click Launch Campaign when ready

What happens after creation

Your campaign is created in Draft status. It won’t send any emails until you explicitly launch it. You can:

• Edit any setting
• Modify the sequence
• Add or remove contacts from the list
• Send test emails

Tips

• Start with a small list — Test your campaign with 50-100 contacts before scaling up
• Always send a test — Check the email in your own inbox before launching
• Set a conservative daily cap — Start with 20-30 per day and increase gradually

Next step: Configure campaign settings