DocumentationCreate a campaign

Sending

Create and manage a campaign

By the end of this page, you can draft, refine, publish, and monitor a campaign.

Create a campaign

  1. Choose the Audience

    Select the leads you want the campaign to reach.

  2. Write the Message

    Describe the campaign in a sentence or two. Pick Direct or Friendly, then choose 2 to 8 steps.

    AI drafts the full campaign in InboxJoy’s house voice. The draft is short, direct, and free of exclamation marks and hype language.

  3. Review and test

    Check your message with a preview through Azure email before publishing. Choose the connected Gmail or Outlook mailboxes your campaign will use; launching saves that selection for future enrollments.

Personalize the draft

Use {{firstName}}, {{company}}, and {{title}} merge tags. These are the only supported merge fields.

Refine a campaign step

Edit a step directly, type a custom instruction, or choose a one-click action:

  • Shorten
  • Lengthen
  • More direct
  • Warmer
  • Fix formatting
  • New subject

A refine action replaces the step and offers Undo, so you can restore the previous draft.

Set the delay between steps

Set each step’s delay in days from the previous step. For example, you can send an opener, a bump three days later, and a break-up email a week after that.

Change the campaign status

ActionAvailable whenEffect
PublishDraftMakes the campaign active and eligible to enroll leads. Requires a postal address on file.
PauseActiveHolds new sends and keeps existing enrollments ready to resume.
ResumePausedContinues sending from where the campaign left off.
DuplicateAny statusCreates a new draft copy of the campaign.
ArchiveDraft or pausedRemoves the campaign from active use.

Save your sender mailboxes

Keep new contacts sending from the mailboxes you choose. Open Sender mailboxes on your campaign and choose Rotate across all healthy mailboxes to spread contacts across available capacity, or Choose specific mailboxes and select at least one mailbox.

Click Save changes to save the full selection while your campaign is draft, active, or paused. Draft and paused campaigns also save your message edits. Active campaigns save your mailbox selection while their email steps keep sending.

New enrollments use your saved selection automatically. Save any mailbox changes before clicking Enroll contacts. Contacts waiting for their first email can move to the selected mailboxes; contacts who have already received an email keep their sender for every follow-up.

Enroll eligible leads

Queue eligible contacts by enrolling your audience after you publish. InboxJoy automatically filters suppressed, unsubscribed, already-replied, bounced, and already-enrolled contacts.

The enrollment card shows your saved sender selection. Each contact keeps the same sender address for every follow-up in the campaign.

Let replies stop follow-ups

Before every scheduled send, InboxJoy checks whether the lead has replied. If they have, InboxJoy skips later campaign steps for that lead.

Review campaign analytics

See how your campaign performs with per-step counts for sent, opened, and replied emails, plus open and reply rates.

Honor unsubscribe requests

Every sent email includes an unsubscribe link in the footer beside your workspace’s postal address. A recipient who unsubscribes is added to your suppression list and excluded from future sends.