Campaign Management
Plan, launch, and optimize multi-channel outbound campaigns — with AI doing the heavy lifting.
Campaigns are the central organizing unit for your outbound efforts. Each campaign targets a specific audience with a coordinated set of sequences across email, SMS, LinkedIn, and voice channels. Clozup makes it easy to create campaigns from scratch or let AI generate them from a simple description.
Creating a Campaign
Navigate to Campaigns from the sidebar and click “New Campaign”. You'll be presented with two creation paths:
AI-Generated Campaign
The fastest way to launch outreach. Describe your goal in natural language and Clozup's AI will generate the complete campaign:
- Subject lines optimized for open rates
- Personalized email body copy with merge fields
- Multi-step sequence with optimal timing
- A/B test variants for key messages
- Follow-up cadence based on industry benchmarks
AI campaign generation dialog with a text prompt 'Book demos with CTOs at Series A startups' and generated preview
Be specific in your prompt
The more context you provide, the better the AI output. Include your target persona, your value proposition, and the desired outcome. For example: “Book product demos with VP Sales at B2B SaaS companies doing $5-50M ARR. Our value prop is 3x more meetings with 50% less effort.”
Manual Campaign Wizard
For full control, use the step-by-step wizard:
- Name & Description — Give your campaign a name and optional description.
- Audience — Select leads manually, use a saved segment, or apply filters on the fly.
- Sequence — Build your outreach sequence step by step (see Email Sequences).
- Schedule — Set sending windows (days, hours, timezone), daily send limits, and start date.
- Review & Launch — Preview the campaign, verify settings, and go live.
Campaign wizard showing the 5-step process with the 'Audience' step active, displaying lead filters
Campaign Dashboard
Once a campaign is live, the dashboard provides real-time metrics:
| Metric | Description |
|---|---|
| Sent | Total messages sent across all sequence steps |
| Open Rate | Percentage of emails opened (unique opens) |
| Click Rate | Percentage of emails with link clicks |
| Reply Rate | Percentage of leads who replied |
| Bounce Rate | Percentage of emails that bounced |
| Unsubscribe Rate | Leads who opted out of further messages |
| Meetings Booked | Positive replies converted to meetings (if tracked) |
Campaign Statuses
Campaigns move through the following lifecycle:
- Draft — Campaign is being configured. No messages sent yet.
- Scheduled — Campaign is set to launch at a future date/time.
- Active — Campaign is live and sending messages according to the sequence schedule.
- Paused — Campaign is temporarily halted. Can be resumed at any time.
- Completed — All sequence steps have been executed for all leads.
Pausing a campaign
When you pause an active campaign, leads mid-sequence will hold at their current step. When resumed, they continue from where they left off — the delay timers reset from the resume time, not the original schedule.
Per-Lead Tracking
The campaign detail page shows engagement data for each individual lead. You can see:
- Which sequence step they're currently on
- Open/click/reply events with timestamps
- Whether they bounced or unsubscribed
- Their current AI score and engagement trend
This per-lead view helps you identify which contacts are most engaged and ready for personal follow-up. Click any lead to open their Lead 360 View.
Cloning & Templates
Found a campaign structure that works? Clone it to reuse the sequence, timing, and messaging with a different audience. You can also save campaigns as templates for your team:
- Clone Campaign — Creates an exact copy in draft status with all settings preserved.
- Save as Template — Saves the campaign structure (without leads) as a reusable template.
- Team Templates — Templates are shared across your organization so any team member can use proven playbooks.
Campaign Limits by Plan
| Plan | Active Campaigns | Leads per Campaign |
|---|---|---|
| Free | 1 | 100 |
| Starter (€49/mo) | 5 | 2,500 |
| Pro (€99/mo) | Unlimited | 25,000 |
| Enterprise (€200/mo) | Unlimited | Unlimited |
See Plans & Pricing for the full comparison.