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Campaigns & sequences

A campaign is one email sent to one list. A sequence is that campaign’s ordered follow-ups, which go out in the same Gmail thread, only to the people who have not replied.

You never build a sequence on its own in ColdMerge. The follow-up steps hang off the campaign that sends the first email.

The life of a campaign

Section titled “The life of a campaign”

Every campaign moves through the same states. The status pill on the campaign list and on the campaign page always names the current one.

  1. Draft. You write the first email, pick the mailboxes and the list, and add follow-ups. Nothing can send. You can delete the campaign and nothing is lost.
  2. Review. You have opened the three-step launch wizard. ColdMerge has worked out who would be emailed and what would be skipped. Still nothing sends. You can go back to draft.
  3. Scheduled. You chose Start later. The audience is committed and the campaign is waiting for its start time and its sending window. Nothing has gone out yet.
  4. Sending. Mail is going out, paced inside the sending window and inside each mailbox’s daily budget.
  5. Paused. Nothing new is being handed to Gmail. A person pressed Pause, or ColdMerge stopped the campaign itself, or billing has lapsed. Anything already sent stays sent.
  6. Completed. Everyone who was going to be emailed has been.
  7. Cancelled. You stopped it for good. The people still queued are never emailed, and a cancelled campaign cannot be restarted.

Completed and cancelled are terminal. Everything else can still change in some way, and the exact rules are on Monitor and control a running campaign.

The Campaigns list at desktop width showing rows in several statuses at once: one Draft, one Sending, one Paused, one Completed, and one row carrying the derived “Paused, billing” chip. Annotate the billing chip, since it is a derived state and not a stored status. Use a seeded demo organization so no real contact data appears.

Where to go next

Section titled “Where to go next”