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Creating and managing campaigns

Build and send multi-step email sequences to contact lists

Campaigns lets you send a sequence of automated emails to a list of contacts. Each campaign has one or more steps, each with its own email template, subject line, and delay between emails. You can choose to send campaigns either to static lists or dynamic lists (list created with filters). For dynamic lists, contacts added to the list are automatically enrolled as the campaign runs.

ℹ️ To protect your sender reputation, Coffee will send no more than 50 emails per day from your email address until all contacts have been reached.

Before you start


Create a campaign

  1. Click Campaigns in the left sidebar.

  2. In the Describe the campaign you want to run field, type a plain-English description of your campaign (e.g., "4-step outreach to webinar attendees introducing our analytics product").

    • If you prefer to build the campaign from scratch, click set up manually instead.

  3. Click Generate Campaign


Select a list

  1. In the campaign editor, open the List picker and select a Contact list.

ℹ️ You'll only see lists you own. If a teammate's list isn't showing, you need your own copy, or you can ask them to create the campaign themselves.


Review and edit steps

Coffee generates subject lines, body copy, and delays for each step automatically. Review each step and edit only where needed.

  1. Edit the Subject, Message body, or delay (in days) as needed.

  2. To insert a personalization variable (e.g., first name, company), click Insert variable and select from the list. Variables use the format {{first_name|there}}. The fallback after | is used when the field is empty. Learn more about variables.

  3. To add another step, click Add another email.


Using variables

You can personalize emails using variables in the subject or body. Supported variables:

Variable

Inserts

{{first_name}}

Contact's first name

{{last_name}}

Contact's last name

{{full_name}}

Contact's full name

{{email}}

Contact's email address

{{company}}

Contact's company

{{title}}

Contact's job title

{{sender_first_name}}

Your first name

{{sender_full_name}}

Your full name

💡 Pro Tip: Use fallback syntax to handle missing values.
For example, {{first_name|there}} shows as "there" if the contact has no first name.

All preset templates use Hey {{first_name|there}}, by default.


Configure campaign settings

  1. Click Settings in the top bar to open Campaign settings.

  2. Stop on reply is enabled by default. When on, the sequence pauses for a recipient as soon as they reply. Toggle it off if you don't want this behavior.

  3. Click Done to close the dialog.


Save the campaign

  1. Click Save in the top bar. The campaign must be saved before you can start it.


Preview and start the campaign

  1. To review how your email will look before sending, click Preview.

  2. When you're ready to send, click Start.


Pause, resume, or delete a campaign

  • To pause: Open the campaign and click Pause. Existing subscriptions are held — no emails are sent until you resume.

  • To resume: Open a paused campaign and click Resume.

  • To delete: Open the campaign and select Delete. This permanently removes the campaign and its sequence. Contacts in the source list are not affected.


Campaign statuses

Status

What it means

Draft

Created but not yet started. Fully editable.

Active

Running. Subscribing contacts and sending steps on schedule.

Paused

Stopped mid-run. Resume to continue.


View campaign stats

Once a campaign is running or has been paused, you can view performance stats for each step directly in the campaign.

  1. Click Campaigns in the left sidebar and open the campaign you want to review.

  2. The Sequence Stats panel shows each email step with its subject line, number of emails Sent, and number of Replies.

  3. Click any row to see which contacts received that step and who replied.

Note: Opened, clicked, and bounced columns are coming soon and not yet available.

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