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Creating Your First Campaign

Creating Your First Campaign

A campaign is a sequence of emails sent to a list of leads over a set schedule.

Steps

1. Go to Emails and click New Campaign.
2. Give your campaign a name and select a target audience.
3. Choose a writing style - Concise, Conversational, Executive, or Technical.
4. Set a goal: book a meeting, generate interest, or drive traffic.
5. AI will draft your first 3-step sequence. Edit any email before launching.
6. Set your send window (e.g. Mon-Fri, 9am-5pm) and daily limit.
7. Click Launch.

Email sequence structure

• Step 1 - Introduction, value prop
• Step 2 - Follow-up (sent 3 days after no reply)
• Step 3 - Breakup email (sent 5 days after step 2)

Stopping for replies

When a lead replies, ConvergeFlow automatically removes them from the sequence.

Stuck? Contact support or book a demo.