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Schedule your campaign launch

Learn how to schedule, manage, and optimize campaign launches for strategic outreach. Easy steps to plan & unscheduled leads!

Updated over a week ago

TL;DR

Schedule when leads enter your campaign instead of launching immediately. Set specific dates and times for bulk launches or individual leads. Useful for planning ahead, coordinating team efforts, or timing outreach strategically. Takes 2 minutes.

Who Should Use This

  • Teams planning quarterly campaigns in advance

  • Sales reps coordinating launches around events or holidays

  • Agencies scheduling client campaigns for specific go-live dates

  • Anyone wanting to launch campaigns outside of working hours

Why This Matters

Scheduling launches lets you prepare campaigns in advance without sending immediately. Launch campaigns to coincide with product releases, events, or optimal timing windows. It also prevents accidental immediate sends when you're still reviewing leads or waiting for approvals.

Step-by-Step Guide

Schedule Bulk Launch (All Leads)

Step 1: Go to the Launch section

Go to Campaigns and open the campaign you want to schedule

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In the campaign, click Launch

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Review your leads under To launch.

Step 2: Select Schedule launch

Select the leads you want to schedule (or keep the default selection if all leads are already selected), then click the arrow next to Launch for x leads

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Choose Schedule launch

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Step 3: Choose date and time

Select the date you want leads to enter the campaign, choose the time (respects your campaign's sending schedule settings), then click Schedule

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Verify: Leads move from To launch to Launched with "Scheduled" status.

Schedule Individual Leads

Step 4: Select specific leads

Check the boxes next to the leads you want to schedule, then click the arrow at the bottom next to Launch for x leads

Choose Schedule launch or click the three-dot menu (⋮) next to a single lead → Schedule launch.

Step 5: Set the schedule

Choose the date and time for these specific leads.

Confirm the schedule.

The selected leads move to Launched with scheduled times.

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💡 Use case: Schedule high-priority leads for immediate launch and lower-priority leads for next week.

Check Scheduled Launch Times

Step 6: View scheduled times

Go to the Launched section.

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Hover over the Scheduled note next to any lead.

A tooltip displays the exact date and time the lead will launch.

💡 Tip: Review scheduled leads before the launch time to make any last-minute changes.

Unschedule a Launch

Step 7: Unschedule if plans change

If you need to cancel or reschedule, click the three-dot menu (⋮) next to the lead.

Select Unschedule launch.

The lead returns to To launch status immediately.

⚠️ Note: No confirmation popup appears, unscheduling happens instantly.

Step 8: Bulk unschedule (multiple leads)

Select multiple scheduled leads using checkboxes.

Click the three-dot menu at the top → Unschedule launch.

All selected leads return to To launch.

How You'll Know It Worked

✅ Leads show "Scheduled" status in the Launched section

✅ Hover tooltip displays correct launch date and time

✅ Leads don't send immediately, they wait until scheduled time

✅ Campaign starts sending at the exact scheduled time

Understanding Campaign Statuses

After scheduling, leads progress through these statuses:

Scheduled: Waiting for the scheduled launch time to arrive

Ready to Send: Scheduled time passed, waiting for next sending window

In Progress: Actively receiving sequence steps

Paused: Manually paused mid-sequence

Completed: Finished all sequence steps

💡 Filter tip: Use status filters to view only scheduled leads or track specific groups.

Common Use Cases

Quarterly planning:

  • Prepare all Q1 campaigns in December

  • Schedule each to launch on specific weeks

  • Review and adjust before going live

Event coordination:

  • Schedule launch for Monday after the weekend conference

  • Ensures prospects receive follow-ups when back at the desk

  • Coordinates with event timeline

Holiday timing:

  • Avoid launching before long holiday weekends

  • Schedule for the first business day after the break

  • Prevents emails from getting buried during time off

Team coordination:

  • Schedule launch when the team is available to handle replies

  • Avoid launching on Friday afternoons or during vacations

  • Ensures response coverage

Time zone optimization:

  • Schedule launches for 9 am inthe prospect's time zone

  • Campaign settings handle actual send timing

  • Scheduling sets when leads enter the sequence

Troubleshooting

Issue: Scheduled leads didn't launch at the set time

Fix: Check campaign isn't paused at the campaign level. Verify sender's email account is still connected. Ensure scheduled time falls within your campaign's sending window settings.

Issue: Can't find scheduled leads

Fix: Go to Launched section (not To launch). Filter by status Scheduled to see only scheduled leads. Check you're looking at the right campaign.

Issue: Unscheduled accidentally

Fix: Go back to To launch section and reschedule the leads. There's no "undo" for unscheduling, but rescheduling is quick.

Issue: Scheduled time already passed but leads haven't sent

Fix: Leads move to "Ready to Send" and will send during next available sending window. Check SettingsSchedule to see sending window hours. If outside window, they'll send when it opens.

Tips for Optimization

Schedule during working hours - Launch campaigns Tuesday-Thursday mornings when prospects are most likely to engage (avoid Monday mornings and Friday afternoons).

Account for time zones - If targeting multiple regions, schedule launches considering prospect time zones. Your sending schedule handles actual delivery timing.

Build in review time - Schedule launches 1-2 days out to give yourself time for final reviews without pressure of immediate sending.

Use for testing - Schedule test batches (10-20 leads) for early morning, then schedule remaining leads for later in the day after you've verified success.

Coordinate with team - Share scheduled launch dates with your team so they're prepared for replies and follow-ups.

Set calendar reminders - Add scheduled launches to your calendar as reminders to monitor campaign performance when it goes live.

Batch by segment - Schedule different segments on different days to spread reply volume and make performance tracking easier.

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