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  • 👋INTRODUCTION
    • What is Outbase?
    • How to sign up?
  • 📨GETTING STARTED
    • Your First Campaign
    • Create a Campaign
      • Add your contacts list
      • Set up your Messaging Sequence
      • Configure sending schedule
      • Add an Email Account
        • Email Account & General Settings
          • Gmail
          • Outlook and Office 365
          • Other Email Providers
        • Test Connection
        • Add Signature & Compliance Statement
      • Exclusions (Optional)
    • Activate your Campaign
  • 📈MONITORING CAMPAIGNS
    • Categorizing Responses
    • Looking at Campaign Reports
  • 💡PROSPECTING TIPS & TRICKS
    • Email Content
    • Using a Separate Domain
    • Email Authentication
      • SPF
      • DKIM
      • DMARC
      • How to test your DNS set up
    • Email Deliverability
      • Email Delivery vs. Email Deliverability
      • Domain Reputation and Domain Age
      • Email Content (images, links, files, signatures)
      • Profile picture for email accounts
      • Using generic email addresses for sending
      • Opt-out Options
      • How to test your email deliverability with Outbase
  • 📃OUTBASE TEMPLATES
    • What's in an Outbase Template?
    • Example Template Request
  • 📖USER GUIDE
    • Introduction
    • Getting Around
    • Dashboard
    • Inbox
    • Campaigns
      • Campaign Manager
      • Campaign Details
      • Calendar
    • Contact Lists
      • Search
        • Industries
      • Uploading contacts list
      • Audiences
      • Audience Details
    • Email Templates
      • Default Variables
    • Email Accounts
      • Email Account Manager
      • Domains
    • All Prospects
      • Prospects
      • Prospect Activity Details
      • Companies
      • Company Activity Details
      • Exclusions
    • Reports
      • Campaign Reports
      • Send Reports
    • Sales
      • Leads
      • Conversations
      • Sales Resources
    • Deal Navigator
    • Compliance
    • CRM
    • Notifications
    • Help & Getting Started
    • Account Settings
    • Organization Settings
      • User Roles
    • All Organizations
  • What's new in Outbase
    • July 2024
    • May 2024
    • April 2024
    • February 2024
    • November 2023
    • September 2023
    • August 2023
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    • April 2023
    • March 2023
    • February 2023
    • December 2022
    • October 2022
    • September 2022
    • July 2022
    • June 2022
      • Audiences
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On this page
  • Step 1: Start Your Campaign
  • Step 2: Name Your Campaign
  • Step 3: Set Up Your Campaign

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  1. GETTING STARTED

Create a Campaign

Now you've added an email account, let's dive straight in and set up your first campaign.

PreviousYour First CampaignNextAdd your contacts list

Last updated 1 year ago

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Campaigns are where you specify everything related to your prospecting messages - who to send to, what to send, and when to send. The steps below will run you through the basics of getting a campaign up and running, using our recommended defaults. For more details regarding all of the available settings, check out the Campaigns section of the User Guide.

Creating a campaign from scratch is simple and tailored to your needs. Here’s a quick guide to get you started:

Step 1: Start Your Campaign

  • Go to Campaigns: In the navigation menu, click "Campaigns" then "Campaign Manager."

  • Create a New Campaign: Click "Create Campaign" in the top right corner.

Step 2: Name Your Campaign

  • Give It a Name: Type in something catchy like "New Business - Outbase."

  • Move Forward: Click "Enter & Continue."

Step 3: Set Up Your Campaign

Now you're ready to fine-tune the details on your Campaign page.

Connect your contacts list

  • Link your contact list to decide who you’ll reach out to.

Craft your Messages

  • Personalize your messaging approach: Write messages that speak directly to your audience. You'll decide what to say and the sequence of your messages.

Schedule & Send

  • Pick a Time: Decide when your emails will be sent and link the email account you’ll use for sending.

That’s it! You’ve laid the groundwork for your campaign. Each of these steps has its own detailed guide, making it easy to get everything just right. Now you're all set to launch a campaign that hits the mark.

You will now see your Campaign page, where you can start configuring your messaging, scheduler, and audiences.

📨
Create Campaign
Campaign configuration view