Creating Campaigns

Overview

The campaign creation modal in Salesnode is your starting point for launching effective outbound email campaigns. It allows you to configure all essential settings—from selecting your contact data to defining when and how emails are sent. Understanding each field and its impact on campaign behavior ensures your campaigns run smoothly and reach your audience at the right time.

Configuring Campaign Basics

When you open the campaign creation modal, you begin by defining the core identity and data source for your campaign. These settings are crucial for organizing your campaigns and ensuring they target the correct contacts.

Campaign Name and Connected Table

The campaign name serves as an internal identifier, helping you track and report on campaign performance across Salesnode’s dashboard and unified inbox. Choosing the right connected table is equally important because it stores the contacts you want to reach.

1. Navigate to Sidebar → Campaigns.
2. Click the button “New campaign” to open the configuration modal.
3. Enter a unique, descriptive name in the Campaign Name field.
4. Choose to either create a new table or select an existing one under Connected Table.
5. Ensure the selected table contains an email column; this is mandatory for sending emails.

Important Note on Tables

Once your campaign is activated, you cannot edit the table structure (such as adding or removing columns). Make sure your table is finalized before launching the campaign.

Email Column and Sending Controls

Selecting the correct email column and configuring sending options directly affect who receives your emails and when they are sent. These settings help maintain list hygiene and control campaign timing.

Email Column Selection and Validation

The email column you select tells Salesnode which data to use for sending emails. The system automatically skips duplicate emails and validates addresses before sending to reduce bounce rates and improve deliverability.

Sending Options

You can enable or disable email sending with the Send Campaign Emails toggle. This allows you to set up campaigns without immediately sending emails, useful for preparing sequences.

1. Select the appropriate Email Column containing valid email addresses.
2. Toggle Send Campaign Emails on to activate sending or off to pause.
3. Define Weekday Restrictions by choosing either “Every day” or specific days to control when emails go out.

Sending Logic and Time Controls

Campaign emails are sent only during allowed weekdays and within a defined time window. If a mailbox hits its daily sending limit, the campaign automatically schedules emails for the next valid time slot.

1. Select the Campaign Timezone that matches your primary audience location.
2. Set the Sending Time Window to specify daily sending hours in the chosen timezone.

Automatic Updates and Campaign Launch

Keeping your campaign data fresh and launching campaigns correctly are key to success. Salesnode offers automation features and safeguards to help you manage these processes.

Automatic Updates

You can enable automatic updates to sync new contacts added to the connected table with your campaign. This feature only adds contacts that meet your campaign’s conditions, preventing irrelevant contacts from being included.

Creation Behavior and Launch Requirements

New campaigns start as drafts, allowing you to edit and preview sequence templates before launching. To launch, you must assign a mailbox, validate placeholders, and verify all conditions.

1. Enable Automatic Updates if you want your campaign to sync new contacts automatically.
2. Review and edit sequence templates in draft mode.
3. Assign a mailbox to the campaign.
4. Validate all placeholders and conditions.
5. Launch the campaign when ready.

Best Practices and Troubleshooting

Following best practices can help you avoid common pitfalls and maximize campaign effectiveness. Troubleshooting tips help quickly resolve issues related to contact syncing, sending, and scheduling.

Best Practices

• Ensure your email column is clean and validated before activating the campaign.
• Align the campaign timezone with your primary audience’s location for accurate scheduling.
• Start with conservative sending limits to avoid mailbox throttling.
• Enable auto-sync only if you have conditions to verify or enrich contacts before inclusion.
• Test campaigns on small audience segments before scaling.

Troubleshooting Common Issues

• Contacts not added: Verify your email column is correctly selected and that sync settings are enabled.
• Emails not sending: Check mailbox daily limits and verify weekday/time restrictions.
• Wrong send time: Confirm the campaign timezone matches your target audience.

Troubleshooting Tabs