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 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 Target Audience tab.
You will navigated to the Target Audience Tab here you will see the 5 sample leads.
Step 2: Click on the Contacts icon from the left-hand sidebar to view the full list and verify targeting.
Step 3: After verifying the targeting 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 Options
Set Campaign Options to align your outreach with business goals. Proper configuration ensures reliable delivery, consistent engagement, and a professional communication flow.
Step 1: Click on the Options tab. You will see the Email Settings panel, here you can configure the notification email, opt-out message, email language, enable plain text email, and open tracking options.
The table below shows the fields you need to fill and the settings you should enable to follow best practices:
Ref No. | Fileds | Description |
1. | Notification Email | Enter the email address where you want to receive alerts for replies. |
2. | Plain Text Email | Enables plain text format for better email deliverability. |
3. | Configure Schedule | Limit email sending to Monday–Friday for better engagement and consistency. |
4. | Allow Duplicates | Set to OFF to avoid sending campaigns to the same leads multiple times. |
Assign Mailboxes to the Campaign
Assign mailboxes 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. By properly linking mailboxes, you create a reliable foundation for effective outreach.
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.
Step 4: Click Update to save changes.
Launch the Campaign
Once you’ve completed the mailbox assignment and reviewed the sequence, click the Launch button. Your campaign will start sending emails 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 Accounts 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.