Campaigns overview
Inside Campaigns, Reach provides:
Campaigns List to review existing campaigns
Create Campaign to build a new one from scratch
[Insert screenshot: Campaigns List]
[Insert screenshot: Create Campaign option]
Create a new campaign
To create a new campaign:
Open Campaigns from the left sidebar.
Click Create Campaign.
Enter the campaign setup details.
Save your changes.
Continue through the campaign steps until it is ready to launch.
[Insert screenshot: new campaign page]
[Insert screenshot: Save Changes button]
Campaign structure
Each campaign includes multiple tabs for configuration and monitoring:
Settings
Flow Builder
Leads
Activity Logs
Analytics for active campaigns
[Insert screenshot: campaign tabs]
Settings
The Settings tab is where you define the basic campaign behavior.
From the video, this includes options such as:
timezone
start schedule
immediate start or scheduled start
optional end date and time
daily sending window
sending hours
To configure settings:
Open the campaign.
Stay on the Settings tab.
Choose the correct timezone.
Select whether the campaign should start immediately or at a scheduled date and time.
Optionally define an end date.
Enable and configure sending hours if needed.
Save your changes.
[Insert screenshot: campaign settings page]
[Insert screenshot: start schedule options]
[Insert screenshot: sending hours section]
When to use scheduled sending
Scheduled sending is useful when:
you want to start outreach at a specific time
you want campaigns to run only during business hours
you want more control over delivery timing
[Insert screenshot: scheduled start option]
Flow Builder
The Flow Builder is where you define the campaign sequence.
In the video, the campaign flow includes blocks such as:
Campaign Launch
Send Message
The Flow Builder allows you to visually build the path contacts will follow once the campaign starts.
To build the flow:
Open the campaign.
Go to Flow Builder.
Start from the launch block.
Add a message block.
Configure the content of each step.
Save the flow.
[Insert screenshot: Flow Builder overview]
[Insert screenshot: launch block connected to message block]
Write the message content
Inside a message block, Reach lets you define the content that will be sent to leads.
Based on the video, this area supports:
plain message content
personalization tags
message variations
optional media attachment
message risk review
To configure a message step:
Select the Send Message block.
Enter the message content.
Insert tags where needed.
Add variations if required.
Optionally attach media.
Review the message before saving.
[Insert screenshot: Send Message editor]
[Insert screenshot: tags and variations controls]
[Insert screenshot: media attachment option]
Use personalization tags
Tags help personalize outreach messages by dynamically inserting lead data into the text.
Examples shown in the interface include placeholders for lead or custom field values.
To use tags:
Open the message block.
Click the Tags option.
Select the tag you want to insert.
Add fallback content if needed.
Insert it into the message.
[Insert screenshot: tag selector]
[Insert screenshot: message with inserted tags]
Check message risk with AI
The message editor includes a risk detection feature that flags repetitive or unsafe messaging patterns.
This helps reduce the chance of:
repetitive outreach structure
low-variation copy
behavior that may increase account restrictions
To review message risk:
Open the message block.
Enter the message content.
Run the message risk check.
Adjust the copy if the system flags risk.
Save the safer version.
[Insert screenshot: risk warning modal]
[Insert screenshot: Check Risk with AI button]
Add leads to a campaign
Once the flow is ready, the next step is assigning leads to the campaign.
To add leads:
Open the campaign.
Go to the Leads step or tab.
Click Add Leads.
Select leads from your database.
Use search, filters, columns, or segments to narrow the list.
Confirm the selection.
[Insert screenshot: Add Leads button]
[Insert screenshot: Add Leads to Campaign modal]
[Insert screenshot: selected leads list]
Lead selection options
From the video, the lead selection window includes:
search by name, email, or phone
advanced filters
column controls
lead selection from database
segment-based selection
[Insert screenshot: filters and segments in lead selection modal]
Activity Logs
The Activity Logs tab shows the campaign timeline for each lead and message event.
This is useful for reviewing:
sent messages
waits and scheduled steps
user responses
failed messages
conversation history per lead
To review activity:
Open the campaign.
Go to Activity Logs.
Select a lead entry.
Expand the timeline to review the message history.
[Insert screenshot: Activity Logs page]
[Insert screenshot: expanded activity timeline for one lead]
Analytics
For active campaigns, Reach also provides an Analytics tab.
This area is useful for monitoring campaign performance once messages are already being sent.
Typical uses include:
checking campaign status
reviewing ongoing results
identifying campaigns that need optimization
[Insert screenshot: Analytics tab for an active campaign]
Campaign workflow summary
A simple campaign workflow inside Reach looks like this:
Create a new campaign
Configure Settings
Build the message flow in Flow Builder
Add leads
Save changes
Launch the campaign
Monitor results in Activity Logs and Analytics
[Insert screenshot: campaign page with status and tabs visible]
Best practices
Set the timezone correctly before launch
Use scheduled sending when timing matters
Personalize messages with tags
Use variations to reduce repetition
Review message risk before activating a campaign
Add leads only after the flow is finalized
Monitor logs after launch to catch issues early