Create Your First Campaign

Learn how to create and launch your first email campaign using sequences, contacts, and WarmOpener's campaign controls.

Overview

A campaign in WarmOpener consists of:

• Email Sequence: A series of email templates with delays
• Target Contacts: Individual contacts or a contact list
• Campaign Controls: Inbox selection, time windows, daily limits

Step-by-Step Guide

1. Create an Email Sequence

Before launching a campaign, you need at least one email sequence:

• Navigate to Sequences in the sidebar
• Click Create Sequence
• Enter a name (e.g., "Q4 Outreach") and description
• Click Create

2. Add Email Templates

Add one or more email templates to your sequence:

• Click your sequence to open it
• Click Add Email Template
• Enter a subject line (supports placeholders like {{first_name}})
• Write your email body (supports placeholders and AI-generated fields)
• Set delay: 0 days for first email, 2-3 days for follow-ups
• Click Save
• Repeat to add follow-up emails

3. Launch Campaign

Once your sequence has at least one template:

• Navigate to Campaigns in the sidebar
• Click Launch Campaign
• Select your sequence from the dropdown
• Choose target type: Single Contact or Contact List
• Select contacts or list
• Choose which inbox will send emails
• Set sending time window (default: 9:00 - 17:00 UTC)
• Optional: Set daily send limit for this campaign
• Click Launch Campaign or check "Save as draft" to launch later

4. Monitor Your Campaign

Track your campaign's progress:

• Campaigns Page: See all active campaigns with status badges
• Email Sends Page: View detailed logs of all sent, scheduled, and failed emails
• Dashboard: Overview stats showing total sends, success rate, and activity

Example Campaign

3-Email Follow-up Sequence

Email 1: Initial Outreach (Day 0)

Subject: Quick question about {{company}}'s growth strategy

Hi {{first_name}},

I noticed {{company}} recently {{recent_news}}. Congrats on that!

{{AI_generated_opening}}

Would you be open to a quick 15-minute call next week?

Best,
Your Name

Email 2: Follow-up (Day 3)

Subject: Re: Quick question about {{company}}'s growth strategy

Hi {{first_name}},

Just bumping this up in your inbox. I know you're busy!

I've helped similar companies in {{industry}} increase outreach efficiency by 40%.

Worth a quick chat?

Email 3: Final Follow-up (Day 7)

Subject: Last note - {{company}} growth opportunity

Hi {{first_name}},

I'll keep this brief - I don't want to spam your inbox.

If you're interested in learning how we can help {{company}}, reply "interested" and I'll send over a case study.

If not, no worries at all. Good luck with {{recent_news}}!

⚠️ Free Trial Limitation

Free trial users can create sequences and preview campaigns, but cannot launch campaigns. Upgrade to any paid plan (Starter, Growth, or Scale) to start sending emails.

💡 Pro Tip

Start with a small test campaign (10-20 contacts) to ensure your emails are working correctly. Check the Email Sends page after 10 minutes to verify emails were sent successfully before launching to your full list.