Creating a Campaign

Last updated: April 9, 2026

Campaigns are the core of how you reach out to prospects at scale with personalized, compliant messaging. This guide walks you through the full campaign creation flow: Define → Select Audience → Design & Launch.

Step 1: Define Your Campaign

  1. Name Your Campaign

    • Example: “Local Retirees Outreach” or “Uber Execs in San Francisco”.

  2. Set Campaign Details

    • Audience description (e.g., “Retirees in Manhattan over 55”).

    • Key messages and tone of voice.

    • Desired call-to-action (CTA), such as booking a meeting or attending an event.

  3. Add Content & Proof Points

    • Include relevant links (articles, blogs, YouTube).

    • Add credibility boosters like awards, certifications, or press mentions.

  4. Configure Email Settings

    • Daily send limits

      • Email: 30/day, 50/day, 100/day

      • LinkedIn: 20/day (free), 30/day (Premium)

      • Important: LinkedIn enforces weekly invitation limits in addition to daily limits. If you exceed these limits (by sending invitations through FINNY or outside the platform), LinkedIn will rate limit your account. FINNY automatically detects this and marks your LinkedIn connection as disabled, which will pause any campaigns containing LinkedIn events until your status returns to active. To avoid campaign disruptions, do not send LinkedIn invitations outside of FINNY when running LinkedIn campaigns.

    • Emails are validated, throttled, and personalized to protect domain health.

    • Optionally CC/BCC your CRM so campaign activity syncs automatically.

Step 2: Select Your Audience

You have four ways to build your campaign audience:

  • Saved Prospects → Pull individuals from your “My Prospects” tab.

  • Prospect Lists → Select one or more lists you’ve already created.

  • Past Searches → Use a previous search (e.g., “High-net-worth individuals in Dallas”).

  • Feeds → Target prospects directly from your personalized Feed.

Note: When using Feeds, ensure your Feed contains enough unique prospects to meet your campaign size requirements. If a Feed has fewer prospects than requested (e.g., 337 prospects in Feed but 400 requested for campaign), the system may create duplicates to reach the target number.

Exclusions (Compliance & Clean Data)

  • Exclude prospects who are already in live or archived campaigns.

  • Exclude those who have been contacted already.

  • Unsubscribed contacts are automatically excluded by default.

Step 3: Design & Launch

This is where your campaign comes to life. In this step, you’ll design the messages, touchpoints, and cadence of your outreach.

3.1 Choose Channels

  • Email → Send personalized outreach directly from your inbox (Gmail, Outlook).

  • LinkedIn → Include LinkedIn connection requests, messages, and follow-ups in your sequence.

  • Voicemail → Use AI-generated voicemail scripts or upload your own text to send as a voicemail.

  • Multi-Channel → Combine channels for a stronger sequence (e.g., Email → LinkedIn → Follow-up Email).

  • Note: When combining LinkedIn and email in a sequence, emails will be sent according to your defined schedule regardless of whether LinkedIn connection requests are accepted. However, LinkedIn messages (not connection requests) will only be sent if the recipient has accepted your connection invitation. If your LinkedIn connection becomes disabled due to rate limiting, campaigns with LinkedIn events will automatically pause until your status returns to active.

3.2 Write or Generate Content

You have three options for building your outreach content:

  1. Write your own directly in the editor.

  2. Paste in content you’ve already used successfully.

  3. Click Generate → FINNY creates a draft using your campaign details (goal, audience, proof points).

3.3 Use Merge Fields

Personalize messages automatically with merge fields, such as:

  • First Name

  • Job Title

  • Company Name

  • Location

Merge fields are pulled from prospect data, ensuring every message feels unique.

3.4 Add AI Personalization Sections

  • Highlight areas where you want AI to add customized context for each recipient.

  • Example: “Insert a personalized opening based on {{Job Title}} and {{Company Name}}.”

  • Locked content stays consistent across all recipients; AI personalization fills in the rest.

3.5 Set Cadence & Touchpoints

  • Schedule when each message is sent (specific dates or delays like "3 days after previous step").

    The waiting period between steps is controlled by your "Days Until Next Event" setting and does not depend on recipient actions like accepting LinkedIn connections.

  • FINNY automatically throttles daily sends (30–50/day) to protect domain health.

    Important timing considerations:

    • When setting a delay (e.g., "13 days from now"), the actual send date depends on your launch date, daily send limits, and weekend rules. The system does not send on Saturdays or Sundays—campaigns started on Friday will defer to Monday.

    • To target a specific start date, calculate backwards from that date accounting for the delay and avoid launching on Fridays.

    • Daily send limits create batches: if you have 200 prospects with a 50/day limit, the first 50 send on Day 1, next 50 on Day 2, etc. Each batch receives follow‑ups based on when *they* received the previous message, not when the campaign launched.

    • To maintain consistent weekly intervals for batched sends, set inter‑step delays to 7 days and launch on Monday so each batch's follow‑ups align to the same day of the week.

  • Multiple active campaigns share your daily send limit. If you have several campaigns running simultaneously, newly launched campaigns may be automatically pushed back days or weeks to find available sending capacity. Check the Calendar view in Campaign Center to see your sending schedule across all campaigns.

  • Add/remove steps with + / – (e.g., add LinkedIn invite, add follow-up email).

  • Example sequence:

    1. Day 1 → LinkedIn Connection Request

    2. Day 3 → Personalized Email

    3. Day 7 → LinkedIn Message Follow-up

    4. Day 10 → Second Email

3.6 Preview & Launch

  • Preview Mode → Review every AI-generated message before approving launch.

  • Auto-Launch → Skip previews; FINNY sends automatically on the scheduled dates.

  • Important: Once a campaign is launched, email content cannot be edited—even for minor typos or text corrections. Messages may already be queued or sent, preventing any modifications. If you need to make changes after launch, you must stop the current campaign and create a new one using the same structure and audience with the corrected content. Review all content carefully before launching to avoid needing to recreate campaigns.

  • Once launched, campaigns go live and begin sending at the defined cadence.

Step 4: Track Campaign Results

After launching, monitor results in the Campaign Center:

  • Open rates 📩

  • Response rates 💬

  • Link clicks 🔗

  • Prospect-level engagement history

  • Campaign editing options (live campaigns cannot be edited and require recreation to modify)

Note: Campaigns may show as "completed" even if some steps appear uncompleted. This occurs when steps are automatically skipped due to:

  • Prospects lacking LinkedIn profiles for connection requests

  • Unaccepted LinkedIn invitations preventing follow‑up messages

Check individual prospect analytics in the Campaign Center to see which steps were skipped and why.

Prospects who reply are automatically removed from the campaign, keeping your outreach natural and compliant.

✅ You’ve just launched your first multi-channel campaign!