Launch Your First Campaign

This is the moment it all comes together. You’ll combine your contacts, an email sequence, and your connected mailbox into an automated outreach campaign.

Before you begin

Make sure you have:

• A connected mailbox
• At least one contact list with contacts
• A few minutes to write your first email (or let AI do it)

Step by step

1. Start a new campaign

1. Navigate to Outreach > Campaigns in the sidebar
2. Click New Campaign
3. Enter a campaign name and optional description

2. Select your audience

1. Choose the contact list you want to target
2. WorkOnward Reach shows you an estimate of how many contacts will be enrolled
3. Review exclusion settings:
   • Exclude bounced contacts — On by default
   • Exclude unsubscribed contacts — On by default
   • Exclude contacts in other active campaigns — Prevents overlap

3. Build your sequence

A sequence is the series of emails your contacts will receive. You can:

• Create a new sequence — Write your steps from scratch
• Use a template sequence — Start with a pre-built multi-step flow
• Let AI write it — Describe your goal and AI generates the sequence

For each step in your sequence:

1. Write a subject line (or generate one with AI)
2. Compose the email body using the visual editor
3. Set the wait time before the next step (e.g., 3 days)
4. Toggle open tracking and click tracking

4. Configure campaign settings

• Daily send cap — Limit how many emails go out per day (default: 50). Start low and increase gradually.
• Send window — Choose the hours your emails send (e.g., 9 AM to 5 PM)
• Send days — Select which days of the week to send (Monday-Friday is typical)
• Mailbox — Choose which connected mailbox to send from. Select multiple for mailbox rotation.
• Stop on reply — Automatically stop sending to a contact once they reply

5. Review and launch

1. Review your campaign summary: audience, sequence, settings
2. Optionally, send a test email to yourself to preview
3. Click Launch Campaign

What happens after launch

Once your campaign is live:

• WorkOnward Reach sends emails according to your schedule and daily cap
• The Outreach Inbox collects replies as they come in
• Analytics update in real-time with opens, clicks, and reply metrics
• Contacts automatically advance through sequence steps based on your wait times

Monitor your campaign

• Go to Outreach > Campaigns and click your campaign to see live stats
• Check Outreach > Inbox for incoming replies
• Visit Analytics for funnel visualization and engagement metrics

Tips for your first campaign

• Personalize your emails — Use merge variables like {{first_name}} and {{company}} to make each email feel personal
• Keep it short — Your first email should be 3-5 sentences. Save the details for follow-ups.
• A/B test subject lines — Enable A/B testing to let WorkOnward Reach find the subject line that gets more opens
• Check replies daily — Fast responses to positive replies dramatically improve conversion

Congratulations! You’ve launched your first outreach campaign. Explore the rest of the docs to master every feature WorkOnward Reach offers.