General Training

6 mins to read

Creating and Launching a Seamless.AI Campaign

Learn how to build and launch your first multi-step campaign in Seamless.AI—from setup and scheduling to tracking outreach performance.

We recently launched a new brand, so some images and videos may differ from what you see in-product. All workflows and guidance remain accurate while we update visuals.

Gettings Started

The Campaigns feature allows you to automate and streamline your outreach by creating structured, multi-step sequences across email, phone, LinkedIn, and more. With this tool, you can personalize communication, organize contacts, and manage outreach from a single platform, all while tracking performance along the way.

Once a campaign is created, it will be stored in your Campaigns Page, where you can view, launch, and manage campaign steps and engagement. Whether you're following up with prospects or building out long-term nurture flows, Campaigns help you scale your outreach efficiently.

Accessing the Campaigns Feature

You can access Campaigns on the left-hand panel. If the panel is collapsed, click the paper plane icon to open Campaigns.

Inside, you’ll land on your Campaigns page, where all of your created campaigns will appear.

Access the Campaigns Dashboard through the icon on the left page navigation panel — Access the Campaigns page, through the icon on the right hand side.

Creating a New Campaign

To create a new campaign, click “+ Create Campaign” in the top right corner.

Create a new campaign through the blue Create Campaign — To build a new campaign, click "Create Campaign"

When creating a campaign, a setup window will appear where you can:

Name the Campaign – Give your campaign a clear name.
Add Contacts – Manually select contacts or choose from pre-created lists.You can also do this later if you decide.
Set Tags – Apply tags for filtering and grouping.
Select emails to send with– Choose from the connected email accounts to send outreach from.
Choose a Schedule – Pick a previously created schedule to define when steps will execute for your campaign.
If you don’t have a schedule yet, you can create one by clicking “here” under the schedule dropdown.

Set up your campaigns based on your focus — To create campaign, start by titling your campaign and adding a schedule.

Creating a Campaign Schedule

Select a previously created schedule, or create a new schedule. — Add a pre-created schedule, or create a new one for the campaign.

To create a schedule, you’ll need to:

Name the Schedule – Something recognizable (e.g., “Weekdays 9–5”).
Select a Time Zone – Choose the time zone that aligns with your outreach region.
Choose Days of the Week – Specify which days steps should run.
Set Business Hours – Define the window of time steps should execute each day.

Create a custom schedule for your campaign — Set the schedule to when campaign tasks will be created.

Once saved, the schedule will become selectable from the dropdown. A summary of the selected schedule will appear in a gray box for reference. Click “Create” to finalize your campaign and return to the dashboard.

Managing Campaign Settings

After creating a campaign, click into it from your Campaigns page. You’ll land on the Campaign Overview, where you’ll see the following:

Click on the Campaign you want to open and edit — Click on the campaign name to dive deeper into set up.

+ Add Contacts – Add more leads to the campaign.
Start Campaign – Begin executing the campaign once steps are set.

Manage a Campaign through the option in the management bar — Campaign settings and additional creation options.

You’ll also see tabs for:

Overview – Displays all campaign steps by day and helpful stats for the campaign’s performance and progress.
Tasks – Tracks all manual task-based steps (calls, research, etc.).
Contacts – View or add contacts associated with the campaign.
Activity – Shows all engagement activity (emails opened, calls completed, replies received).
Settings – Modify campaign-specific settings like schedule, tags, and sender email.

Adding Steps to Your Campaign

To begin building out your campaign, click “+ Add a Step” in the Overview tab.

Customize your campaign by adding steps, just click "Add a Step" to get started — Build out the campaign by adding steps.

A setup window will appear where you can:

Select a Step Type – Choose from:
- Manual Email
- Automatic Email
- Call
- LinkedIn (Send Message)
- LinkedIn (Connect with New Contact)
- Contact Research
- Text Message (SMS)
- Custom Task
Name the Step – Title each step for clarity.
Add a Description – Optional notes about the purpose of the step.
Choose the Step Day – Decide which day of the campaign this step should run.
Set Priority Level – Mark task urgency as Low, Medium, or High.

Customize each step in your campaign by selecting options from the drop downs. — Add the details for each step, then click save.

Once complete, click next.

Steps will now appear in the Overview tab in order by day the step will be completed.

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Next Steps with Campaigns

Launching and Using Your Campaign

Once steps are added, return to the Overview or Contacts tab and click Start Campaign to launch. Campaign steps will run automatically or appear as tasks (depending on type) based on the schedule you've selected.

To launch a Campaign, simply click "Start Campaign" — Launch your campaign by clicking "Start Campaign."

Then simply confirm you are ready to launch your campaign!

Confirm to launch your campaign — Confirm the campaign's launch.

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Connecting with Campaigns

Once contacts enter your campaign steps tasks will automatically be created for you. You can access them by clicking on the blue “X Due” button on each step. This tells you how many contacts are on each step and if any tasks are due. Automatic email steps will schedule and sent emails automatically so no tasks are created for those.

Tasks are accessible from the Tasks page, the Campaign’s Task tab, or in the Chrome Extension. Complete tasks from anywhere!

Tracking and Optimizing Performance

Use the Campaign Statistics to track how your campaign is performing:

Turn them on with the toggle “Show Campaign Stats” next to the “Add Step” button.

Monitor opens, clicks, replies, and call completions
Identify which steps are most effective
Adjust timing or messaging based on engagement trends

Track Campaign stats in the Campaigns dashboard. — View all campaign insights quickly at a glance on the Campaigns page.

With Campaigns in Seamless.AI, you can scale personalized outreach, track performance, and never miss a step in your workflow.

Important Tips & Basic Campaign Management

Campaign steps can’t change type or be moved once the campaign has started and contacts have entered that step. You can easily duplicate or add a new step if you need to move a step.

You can also pause steps by clicking “Pause” in the ellipsis menu on the right of the step card.

Pause steps have two options: Allow contacts to skip over the paused step, or prevent contacts from proceeding past the paused step.

Editing steps is easy. The step name, description, priority and template can be updated. Note that doing this with open tasks on the step will result in those tasks being updated as well.

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