Quick start: from brief to your first campaign

Start with your website or a brief

1. 1Enter your website on the homepage or Dashboard → Start with my website. Preview the offers found, suggested audience and three draft emails, then save to your account.
2. 2Alternatively, describe your offer and audience on Dashboard and choose Create campaign draft. Supporting offer and audience records are created for you.
3. 3To work through an AI client, open Dashboard → Connect your AI agent. Copy the setup link, complete sign-in, and ask the agent to check your setup before drafting.

Review your message

1. 1In the campaign studio, choose Draft with AI to generate an editable sequence using your included credits, or write manually.
2. 2Review every claim, subject and follow-up. Save your changes. Unsaved edits have a recovery copy in this browser; Save changes stores them on the server.

Add contacts and a sender

1. 1Paste contact email addresses into the audience section, or import a HubSpot list in batches of up to 100.
2. 2Connect HubSpot in Settings with OAuth when available, or a private app token. Existing do-not-contact flags and HubSpot global email opt-outs are preserved.
3. 3Select a connected mailbox, or connect Gmail, SMTP or Resend directly in the studio. A Google sign-in does not connect your sending mailbox.

Review and launch

Reviewed static templates send with personalization variables without spending another AI credit for every contact.

1. 1Check the readiness summary and your schedule. Default campaigns start at 25 emails/day, weekdays 9–5 in your selected time zone, with unsubscribe links.
2. 2Choose Review and launch, check the sender and audience, then explicitly confirm Launch campaign. Creating or generating a draft never sends email.
3. 3Open campaign activity to see progress and manage sending. Advanced settings remain available for custom schedules and campaign modes.