Create your first email campaign

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Pick the people

Click New campaign and choose what it's for, or let the AI write the sequence. Under Lists, add contacts, a CSV, or whole accounts and opportunities.

Write the email

In the editor, add a subject and your message. Insert field puts each person's first name in; Preview as a recipient and Send test to me check it first.

Settings and launch

Pick the mailbox it sends from, space out the emails and set the sending days and hours. Launch checks everything before you start sending.