If your outbound campaign isn’t sending emails or generating activity, there may be issues with the setup or configuration. This Campaign Health Checklist helps you quickly identify and resolve common problems, such as inactive campaigns, missing lead lists, or mailbox connection errors, ensuring your AI-powered outreach runs smoothly.

This guide will walk you through every key step to confirm emails are being sent, leads are targeted, and settings like timing, language, and schedules are correctly applied for the best possible results.

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Ensure your account is using all available mailboxes to reach your full sending potential. Unused mailboxes can limit deliverability and waste budget.

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

Step 2: Check how many mailboxes are connected.

Step 3: Compare this with how many are assigned across your campaigns.

Note: Using all your connected mailboxes helps you send more emails and get the most out of your plan. It's not required, but it’s a good practice.

If a campaign isn’t launched, no emails will go out. This quick check ensures your campaign is active and ready to send; if not, you need to edit the campaign.

Step 1: From the Campaigns page, check the toggle button next to your campaign. If the toggle is enabled, the campaign is active, and emails will be sent as scheduled.

Step 2: Click the three-dot (vertical ellipsis) menu — you’ll see the following options:

Step 3: Select Edit Campaign to open the edit modal.

Every campaign needs leads to contact that help the audience. Without an assigned list, your campaign has no one to target.

Step 1: Inside your campaign, navigate to the Contacts tab.

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

Step 2: Click the Actions button, then select Add Manual Leads / Import a List to add contacts to your campaign.

Step 3: Choose filtering options such as deliverable & unknown based on your preferences.

Note: If no list is assigned, the campaign will stay idle even if it's launched and sequences are active.

By default, the first step in a sequence is delayed by 3 days. Setting this to 0 is necessary for same-day sending to ensure your campaign starts immediately.

Step 1: In your campaign, open the Sequence tab.

Step 2: Set the first email’s delay to 0 days to ensure it starts the same day.

Note: After launching, it may still take 4 to 12 hours for emails to begin sending, depending on queue time.

Step 3: Review follow-up emails and make sure delays are logical (e.g., 1–3 days between steps).

Ensures your campaign has proper setup, including delivery schedule, content format, and localization. Settings like language, plain text, time zone, and notifications help optimize delivery and engagement.

Step 1: Go to the Settings tab and review/configure the following options:

For more information, refer to this document.

Note: Always double-check that the email delay is 6 minutes or higher (never less).

Connecting at least one mailbox is essential for your campaign to send emails. Without it, the campaign will remain inactive.

Step 1: Go to the Accounts tab in the main menu.

Step 2: Ensure at least one mailbox is connected. If not connected, click the Add Mailbox button to link your email.

Step 3: Once completed, click on the Update button.

Step 4: Go back to the Campaigns page and launch it. This will update your campaign and should display as Active and Healthy, with email activity visible.

Review campaign performance using real-time analytics to understand delivery rates, agent activity, and engagement trends. This ensures you can measure impact, make improvements, and keep your outreach efforts on track.

View real-time campaign performance across key metrics such as emails sent, delivered, and more. Use the filters at the top to adjust the date range, choose an analytics type, or narrow results by lead stage. For more information, refer to this document.

Click the Export button to download the selected data for further analysis or reporting.

The graph offers a visual breakdown of your campaign’s outreach activity over time, with color-coded bars representing different metrics such as emails sent, opened, or clicked.

The horizontal axis shows the timeline (by day), while the vertical axis displays the volume of each activity. You can hover over any bar to see detailed counts for that specific day.

Track engagement through metrics like Page Views, Meeting Scheduled, etc. To explore the full analytics breakdown across all campaigns, refer to this document.