Building a campaign and sequences

A campaign is an email sequence: one or more steps sent to a list of contacts over time. Create a campaign under Campaigns, choose your contacts, write the steps (you can use the AI email writer to draft them, which needs the AI Assist permission, and use variables like first name and company name for personalisation), set the timing between steps, then start it. A campaign sends only through a mailbox your workspace connected, so connect one first (see "Connecting a mailbox"): without one, Launch says "Connect a mailbox to send this campaign". You can also restrict when emails go out with a send window (days, hours, timezone) and optionally skip public holidays for Singapore, Malaysia, Indonesia, and Philippines timezones. Replies are detected automatically and stop the sequence for that contact so you never email someone who already replied. A reply is matched to the campaign email it answers however late it comes (up to 90 days after the email for a reply that has lost its thread details), and also when a colleague at the same company answers it or it comes back from another address of theirs, as long as it is in the same email thread. Replies are only ever matched within your own workspace, and email to the support desk is never counted as a campaign reply. Out-of-office and other automatic replies never count as replies: see "Verified opens, bounces, and the recipients list". The same goes for a reply to an email you wrote them yourself from a connected mailbox, when HuntSales has emailed them in the last 90 days: their remaining follow-ups in this workspace stop (shown as Replied), but it does not count as a campaign reply and sends no notification. Replies arrive in the mailbox that sent the campaign, so you read and answer them in your own email as usual, and the campaign's replied count and reply rate update automatically. The rep who sent the email also gets a notification that opens the contact. A/B testing and sequences are available on paid plans. For A/B testing you add a variant B to a step: the "Generate A/B" button in the email editor writes variant A (if it is empty) plus a distinct variant B in one click, or you can write variant B yourself on its own tab (the Generate, Improve and other AI buttons act on whichever variant tab you are viewing). Set the split, meaning the share of contacts who receive variant B. If you try to launch with an incomplete variant B (a subject but no body, or a body but no subject) the app warns you first, because that group would otherwise fall back to variant A's content; you can fix variant B or choose to launch anyway. Once a step has enough sends you can declare a winning variant, and the rest of the audience receives the winner. When you launch a large campaign the campaign goes live immediately and its contacts are enrolled in the background over the next minute or two, so the Launch button confirms right away instead of waiting for every contact; a smaller campaign enrols instantly and shows the exact count. Either way, actual sending then starts on the campaign's normal schedule and send window.

Follow-up steps can also target by engagement: when adding or editing a step (from step 2 onward), "Send this step to" lets you choose Everyone (default), only openers of previous steps, only clickers, only repliers, or only contacts who did NOT open previous steps (useful for a different-angle retry). Contacts who do not match simply skip that step and continue to the next one. Opens and clicks here are by people only: a security scanner opening or clicking does not make someone an opener or a clicker. If the campaign has open or click tracking turned off, nobody counts as an opener or a clicker, so the step panel warns you when a branch depends on a tracker that is off. The repliers option is special: normally a reply ends the sequence for that contact, but if a later step targets repliers, a contact who replies branches to that step instead of stopping.

Follow-up steps (step 2 onward) also have "Send as a reply in the same thread". When it is ticked, the step goes out as a reply to the first email: its subject is "Re:" followed by the first email's subject, and it carries the email headers that file it in the same conversation as the earlier steps in the recipient's mail app (Gmail, Outlook and others), so it reads as a quick follow-up rather than a new cold email. It works with every kind of connected mailbox (Gmail, Microsoft 365, other SMTP mailboxes), and with HuntSales sending whenever the earlier email's details are available; when they are not, the follow-up goes out as a new email with its own subject. With mailbox rotation, a threaded follow-up goes from the same mailbox as the earlier step while that mailbox has room that day. The step's own subject is used only when the first email never reached the person (for example it bounced). A reply to any step is matched back to the same conversation. The option is ticked by default for follow-up steps in new campaigns. Campaigns that existed before it was introduced keep sending their follow-ups exactly as before, and a step you add to one of them starts with the same choice as its other follow-ups. A step card shows a "Reply in thread" label when the option is on. In an A/B test, version B of such a step has no subject of its own: both versions go out with the thread's subject, so only the email text is compared, and the step's results say so.

On the Campaigns list, Emails sent counts every email of every step, so it grows past the number of contacts once follow-ups go out. Progress is the share of a campaign's enrolled contacts who are through the sequence: they received every step, or stopped early, for example by replying, unsubscribing or bouncing. Hover over the bar for the numbers behind it. On a phone, each campaign card shows the same bar.

Deleting a step asks you to confirm first. The window names the step and says how many contacts are waiting on it right now. If you delete it, they get the next step instead, at the time this one was due; if it was the last step, they finish the campaign without it. Contacts on later steps keep the email they were waiting for. Deleting a step cannot be undone.

The email body has two views, Text and HTML. For a designed template the Text view is the rendered email itself: click into it and edit the wording directly, and the layout, styling and images stay exactly as they are. The HTML view shows the markup underneath for finer control. A plain typed email edits as normal text in the Text view. The step editor shows a live preview beside the email as you write it, with your variables filled in from a real contact (use the arrows, or search an address, to preview against someone specific). The preview renders the email in its own frame, the way a mail client does, so a designed template keeps its own layout and its styling cannot affect the rest of the app. Because the column is narrower than a desktop window, a responsive template shows its narrow-screen version there. Click "Full size" above the preview to see the email at 640 pixels on a white background, the way the recipient opens it, whatever theme the app is set to.