Welcome back! 🙌 Now that you're fully set up with lemlist, it's time to dive into creating your first personalized email campaign. In this guide, we’ll walk you through importing your leads, configuring campaign settings, and customizing your outreach to boost effectiveness.
We'll also cover how to set up campaign schedules, review leads, and fine-tune every detail to ensure your campaigns are launched smoothly and successfully.
Step-by-Step Guide to Creating Your First Campaign
1️⃣ Create Your Campaign
To get started, go to the left tab and click on 'Create New Campaign', or simply click the 'Create a New Campaign' button located on the right side of the dashboard.
When you click on the arrow on the right side of the "Create a new campaign" the following options will appear:
👉Create Manually
👉Create with AI
👉Create from a Template
👉Duplicate from Another Campaign
Each option allows for different levels of customization, depending on your preferences.
2️⃣ Create Your Sequence
👉In a Manual Campaign, you can add steps and conditions for your outreach sequence.
There are 2 Step options 👇
Automatic Steps: Email, LinkedIn messages, Voice Messages, Invites, Visits.
Manual Steps: Call, Manual Task, API call, Send to another campaign.
Conditions can be set based on👇
Lead Information: Has an email address, LinkedIn URL, phone number, or custom conditions.
Lead Actions: Opened an email, clicked a link, unsubscribed, booked a meeting (available with Lemcal), or accepted an invite.
You can learn more about conditions here.
👉AI-Driven Campaign Creation
lemlist allows you to generate an AI-powered campaign based on your inputs. Simply add your preferences in the designated tab and click ‘Generate Your Campaign.’ You’ll be able to fine-tune and adjust steps as needed.
👉Templates Library
Another option is to use lemlist’s Campaign Templates for pre-designed email or multichannel outreach steps. This can save you time and ensure a professional campaign structure.
3️⃣ Importing Leads for Your Campaign
In the Lead List section, lemlist offers various import options to get your leads into the system quickly. Here are the available methods:
CSV Upload
People Database
Manual Entry
CRM Integration (HubSpot, Pipedrive, Salesforce)
Zapier Integration
LinkedIn Extension
API Integration
Import Limits:
CSV: Max 40,000 leads in batches of 10,000.
API Call: Max 40,000 leads, added individually.
HubSpot/Pipedrive: Max 10,000 leads.
Salesforce: Max 2,000 leads.
LinkedIn: Max 999 leads (LinkedIn), 2,500 (Sales Navigator).
Chrome Extension: Max 40,000 leads at once or in batches.
If you’re struggling with finding leads, check out our in-depth guide on how to find anyone's email.
💡 Import Options:
Enrichment: Choose to enrich your leads with email, LinkedIn, or phone data.
Duplicate Options: Control how duplicates are tracked within your campaign. The default setting prevents duplicates within the same campaign.
Linkedin import example:
You can select the enrichment option and how do you want duplicates to be handled:
CSV import example:
4️⃣ Configuring Your Campaign Settings
Campaign settings are easily accessible by clicking on the settings icon. Here, you can customize several key options.
👉 In General Settings you can:
Add Tags: Optional for better campaign organization.
Pause Campaign on Actions: Automatically pause a lead’s progress if they’ve replied to an email or LinkedIn message, booked a meeting, or clicked a link.
Create Tasks: Automatically create tasks when a lead replies or clicks a link.
Share Campaign: Allow others to view or duplicate your campaign steps by sharing the campaign link.
👉 In the Tracking Settings you can:
Track email opens, link clicks, and replies for accurate performance analysis.
To track email clicks, ensure that you set up a Custom Tracking Domain.
👉 In the Schedules you can:
Edit or add multiple schedules based on your preferred sending days.
Important: Only the days you select as sending ones, will be counted in the delays you set in your sequence, between steps.
Ex: If you have selected only Mon-Wed as send days, the delay will only count them, not all days of the week.
Important: The minute delay you set is valid only for new leads, meaning first steps in your campaigns. The rest will be sent according to delays, limits, actions etc.
5️⃣ Launching Your Campaign
Before launching, review each lead and make final edits as needed. If you want to customize steps for a specific lead, these changes will apply only to that lead.
You can either launch immediately or schedule the launch for later. To schedule, click on the arrow pointing down to open the launch options.
This will open this pop-up window:
If you realize a mistake, you can reverse launch your leads if they haven’t yet started the campaign.
Check more here.
Video Guides
In case you’re a video person, here’s a quick demo which shows how to generate an AI campaign in more details:
To learn more about how to create campaigns manually check out this loom:
Get Help
Still have questions?
Use the search bar in our Help Center to find your answer or contact us through our chat.
Good luck with your campaigns!