Segments, step timing, personalization tokens and the safety model.
7 min read
When to use a campaign vs. the queue
Next moves queue - high-value leads that deserve individual attention.
Campaigns - automated sequences for segments too large to work by hand (typically your Dormant band).
Setting up
Go to Campaigns → New campaign.
Pick a target: a saved segment or hand-picked contacts.
Add steps - each has a subject, a body and a delay (days after the previous step).
Personalize with tokens: {{name}} and {{company}} are substituted per recipient (values are safely encoded - a contact's name can never inject content).
Activate. The campaign runner processes due steps automatically every day.
Recommended win-back structure
Day 0 - Reconnect. Short, personal, no ask. "It's been a while - here's one thing that might be relevant to you."
Day 4 - Value. A concrete resource, case study or insight.
Day 10 - Offer. A clear, time-bound incentive to re-engage.
Safety model
Contacts without a valid email are skipped and counted in the send log.
Each step logs sent/skipped counts on the campaign card.
A contact who becomes active again should be removed from the segment - review your campaign audiences weekly.