Quick start: my first master campaign

Step by step

1. 1
   Describe the brandopen in app

   Settings → Brand: name, website, industry, languages, markets, tone, audience, USPs, forbidden words, colours and fonts. Upload the logo under CI upload. Everything the agents write draws on this profile.

   Write the tone as you would brief a new copywriter: three adjectives and one sentence of what to avoid.
2. 2
   Connect your message domainopen in app

   Settings → Domain: enter message.yourdomain.com and set the CNAME the assistant shows. Opt-in pages, unsubscribe links and mails then carry your name, not ours.

   The DNS assistant pulls your zone and shows the target records side by side. Propagation takes minutes to a few hours.
3. 3
   Bring contacts inopen in app

   Contacts & lists → Import (CSV, Excel, paste), Migrate (from Mailchimp, HubSpot, Kajabi …) or Data sources (your shop or CRM database). Choose the legal basis honestly: existing opt-in, double opt-in required, customers, or prospect pool.

   Unsure about consent? Choose double opt-in. A smaller confirmed list beats a large one you cannot defend.
4. 4
   Let the analyst classifyopen in app

   After an import the analyst scores every contact: quality, intent, interests. Lead database & segments shows the result; build a first segment such as 'warm, interested in X'.
5. 5
   Start the master campaignopen in app

   Master campaign → describe situation, goals, audience, channels, budget and horizon. The orchestrator asks follow-up questions, then builds the plan as a wired diagram: segments, topics, calendar, series mails, monitoring, approval gates.

   Answer the follow-up questions in full sentences; vague answers produce generic plans.
6. 6
   Review the planopen in app

   Open the plan canvas. Each node is a part the agents will run. Switch off what you do not want, add bots, drag nodes to arrange. The right pane explains every node.
7. 7
   Approve the first campaignopen in app

   Email campaigns → the first newsletter the planner drafted. Edit in the block editor, run the simulation to see exactly what arrives, send a test to yourself, then Review → Approve → Schedule.

   The simulation catches missing unsubscribe links, empty links and Gmail clipping before anyone else does.
8. 8
   Switch on monitoringopen in app

   Monitoring: add your brand, your domain and two competitors as targets. The first run takes minutes; alerts appear under Monitoring → Alerts and on the dashboard.
9. 9
   Check Insights after a weekopen in app

   Insights → Current state, Forecast, Potential. The possibilities list tells you the next biggest lever.

Watch out

• Do not import a list you cannot explain. The analyst will score it, but the mailer will not send to anything without consent.
• Set the brand policy (Settings → Agent policy) before the first automation; it decides what goes out without a human.

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