Campaigns turn a Bigmind list into account-level, multi-touch outreach. You choose the audience, channels, senders, schedule, and message source; Bigmind then plans a sequence for each eligible account and person for you to review before the campaign starts.
#Before you create a campaign
- Prepare a list with a Targetable Account column and a Targetable People column.
- Make sure the people you want to reach have the channel details you plan to use: email address, phone number, or LinkedIn profile.
- Connect active sender accounts for email and LinkedIn where those channels are required.
- For list-defined outreach, prepare the matching Message columns before configuring the campaign.
#Create a campaign
- Open Outreach.
- Select New campaign.
- Enter a campaign name and select Create.
- Complete the Audience, Channels, Schedule, Sequences, and Options tabs.
- Select Plan campaign and start with a test pool or the full audience.
- Review the generated account sequences, correct skipped-account issues, and edit individual messages when needed.
- Plan the full audience if you started with a test pool, then select Start campaign.
#Campaign tabs
- Overview: Monitor status, sequences, tasks, opens, replies, activity, and campaign changes.
- Audience: Choose a list, filter accounts, target people, and decide how later list changes are handled.
- Channels: Configure senders and enable email, LinkedIn, and call-script outreach.
- Schedule: Choose the start date, sending days, timezone behavior, and daily email limit.
- Sequences: Generate outreach from AI instructions or use Message columns from the list.
- Options: Rename and share the campaign, configure review and tracking behavior, or delete it.
#Campaign list
The Campaigns page shows 30-day totals for emails sent, messages sent, call scripts prepared, and replies. Each campaign row shows its status, enabled channels, sent emails, replies, and completed tasks. Select a metric or campaign to open its detailed view.
#Saving and generated outreach
Most campaign settings save automatically. The campaign name has its own Save button on the Options tab.
If outreach has already been generated, a change that affects who or what Bigmind plans can require the existing plan to be cleared. Bigmind asks for confirmation before moving the campaign back to setup. Generate the sequences again after saving the change.
See Plan, review, and start a campaign for the complete handoff from setup to active outreach.