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Launch Your Campaign

Updated over a week ago

Launch your campaign with a business-focused approach that ensures every step, from setup to execution, is aligned with your outreach goals. A well-configured campaign not only improves email deliverability and engagement rates but also supports consistent lead generation and measurable business outcomes.

In this documentation, we will explore the steps to:

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Check Mailbox Availability

Check Mailbox Availability to ensure your emails are sent from active, connected mailboxes. This step is crucial for deliverability and a smooth campaign launch, especially when using the DFY Mailbox Service.

Step 1: Log in to your account and click on the Accounts icon from the left-hand sidebar.

​Step 2: By default, you will be navigated to the Email Accounts tab. Here, you can check the availability of all connected mailboxes.

Ready mailboxes will appear in the list and show a "Connected" status.

Note: If no mailboxes are visible in the Accounts tab, you may need to add an email account manually. If you’re using the DFY Domain and Mailbox Service, please wait for the warm-up process to complete—you’ll receive an email notification once your mailboxes are ready to use.

Select and Review Campaign

Select and review the campaign to ensure your outreach aligns with the right audience and messaging. From choosing the campaign you want to launch to verifying sample leads and reviewing the email sequence, this step helps confirm that your setup is targeted and accurate.

This includes:

Select Campaign

Once you’ve created your campaign, it will appear in the Campaigns tab. For reference on how to create a campaign, refer to the Campaign Sequence Setup documentation.

Step 1: Click on the Campaign icon from the left-hand sidebar.

You will be navigated to the Campaigns dashboard, here you can see all the created campaigns.

Step 2: Select the campaign from the created campaigns you want to launch.

Review Campaign

Review the Campaign to ensure your targeting and messaging are accurate before launch. This step helps verify sample leads, check your full contact list, and confirm the email sequence aligns with your outreach goals.

Step 1: After selecting the campaign, click on the Contacts tab.

You will navigated to the Contacts Tab, where you can view all contact lists associated with the campaign.

Click on any list to see its detailed contact information.

Step 2: After verifying the Contacts list, return to the Campaigns Dashboard and click on the Sequence tab to review the email sequence.

For more information and steps, refer to the Set Conditions for Your Sequence section in the Campaign Sequence Setup.

Set Campaign Settings

Set Campaign Settings to align your outreach with business goals. Proper configuration ensures reliable delivery, consistent engagement, and a professional communication flow.

Sender Configuration

Defines the sender details, notification email, and mailbox assignment for the campaign.

Settings

Description

Notification Email

Enter the email address where you want to receive alerts for replies.

Add Your Company Website

Provide your company’s website URL. This helps maintain credibility and improves email trust scores.

Auto Assign Mailbox

Toggle this on if you want the system to automatically assign a mailbox to send emails. If left off, you’ll need to assign one manually later.

Sending Schedule

Limit email sending to Monday–Friday for better engagement and consistency.

Email Formatting

Configure how your emails appear, including text formatting, signature settings, and personalization options.

Settings

Description

Plain Text Email

Enables plain text format for better email deliverability.

Add a one-click unsubscribe header

Enabling this option if you are sending more than 5,000 emails per domain.

Tracking

Enable email open and click tracking to monitor engagement and measure campaign performance.

Settings

Description

Open Tracking

Disabling open tracking is highly recommended as it may improve deliverability.

Click Tracking

Disabling click tracking may improve deliverability

Custom Domain

Uses your own domain for tracking links, improving email deliverability and branding consistency.

AI Automatic Replies

Activate AI-generated responses to automatically handle replies, improving response time and efficiency.

Settings

Description

Enable Automatic Replies

Activates AI to send smart, context-aware replies to incoming emails.

Continues Auto Replies

Allows the AI to maintain ongoing conversations by responding to follow-up emails from the same contact.

Include your email as a CC

Sends a copy of the AI’s reply to your email address for visibility and oversight.

Enable Email Notifications

Notifies you via email whenever the AI sends a reply, so you're always informed.

Take care of Out-of-Office automated replies and Reschedule Based on Date Mentioned

Detects out-of-office messages and automatically reschedules follow-up emails based on the return date mentioned.

Assign Mailboxes to the Campaign

Assign mailboxes and LinkedIn to the campaign to ensure your emails are sent from verified and dedicated accounts. This step is essential for preserving sender reputation, avoiding overlap between campaigns, and enabling smooth, trackable delivery.

Note: Connected mailboxes should be evenly distributed across campaigns. For example, with 30 mailboxes and 4 campaigns, assign 7–8 mailboxes per campaign to balance volume and deliverability.

Step 1: Click on the Account tab to assign mailboxes to the selected campaign.

Step 2: Choose either Add a New Account or Add an Existing Account.

For demonstration purposes, we have selected Add an Existing Account.

A modal window titled Connect Your Mailbox will appear.

Step 3: Select the desired account from the dropdown menu, then click on the Add Accounts button to connect it to your campaign.

Note: Once assigned, these mailboxes won’t be available for other campaigns.

If LinkedIn actions are added in the campaign sequence, go to the LinkedIn tab and add your account.

Step 4: Click Update to save changes.

Launch the Campaign

Once you’ve completed the mailbox assignment and reviewed the sequence, enable the toggle to launch the campaign. Emails will begin sending within the next 24 hours.

Monitor Replies

Monitor Replies to stay responsive and keep conversations moving. Using the Unibox, you can easily view incoming replies, engage with leads directly, and ensure timely follow-ups to maximize conversion opportunities.

Step 1: Click on the Unibox icon from the left-hand sidebar.

Step 2: You will be navigated to the Unibox. Here, you can preview replies.

Step 3: Click on the email from the right panel you want to reply to, then click the Send button to send your response.

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