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.Blockers
1
The sequence has at least one step
An empty sequence cannot launch. Add steps in the Sequence tab.
2
The sequence is valid
Every step is connected and has what it needs. Cards with a red error show you where.
3
An audience list is selected
Open the Start step and include at least one list.
4
Every channel in the sequence has senders
If a step uses LinkedIn, email, or WhatsApp, the campaign needs a sender for that channel. Connect an account in Sender accounts if you have none, or pick one in the Start step.
5
At least one sender per channel is connected
If every sender for a channel has disconnected, reconnect one or add another.
6
There are no unsaved changes
Changes you made on the canvas must be saved as part of the launch. If Guhan reports unsaved changes, wait for the save indicator in the editor bar to settle and try again.
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.
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.Campaign statuses
The header button changes with the status: Launch on a draft, Pause on an active campaign, Resume on a paused one. Right after launch, the Overview tab shows Guhan finding your first prospects.
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.
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.Edit a live campaign
Active campaigns are view-only, so you cannot change a sequence mid-send by accident.1
Pause the campaign
The sequence editor and the Start settings sheet unlock.
2
Make your changes
Edit steps, audience, product, goal, context, re-entry rules, or senders. Changes to the sequence and campaign content save as a draft.
3
Click Resume
If you have unpublished changes, a dialog shows what changed. Choose Publish & resume to apply them, or Discard edits & resume to go back to the live version.
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.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.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. Deleting is permanent. Prospects stay on your lists; only this campaign’s record of them is removed.If something is off
Launch is disabled
Launch is disabled
Hover the button or open the launch message. It lists each blocker with a link to fix it.
Sent count is zero after launch
Sent count is zero after launch
The sender may be outside its send window or on a day it does not send, the daily limit may be reached, or the audience list may still be empty. Check the sender in Sender accounts and see Sending safety.
Prospects are paused and I did not pause them
Prospects are paused and I did not pause them
Check the sender account for a disconnected or restricted warning. Reconnecting resumes its prospects. An out-of-office reply pauses a prospect for 7 days on its own.
Nothing sends and the workspace shows read-only
Nothing sends and the workspace shows read-only
Sending stops when a trial or billing period has ended. See Plans and credits.
Related
Sending safety
Limits, windows, and pacing.
Handle replies
What happens when prospects answer.
Troubleshooting
Fixing a stuck campaign.

