Managing Campaigns
Once a campaign is live, this is where you'll spend your time. Five tabs across one page — Analytics, AI Agent, Leads, Sequences, Options.
This section covers what you do after a campaign is created. From here you review a Draft, launch it when ready, check on a live campaign, add more leads, edit the emails, and decide whether to give the AI more or less autonomy.
Click any campaign on the Campaigns list to land on its detail page.
The five tabs
Analytics
How the campaign is performing — reply rate, positive replies, booked calls, per-variant breakdown. The page you'll spend the most time on.
AI Agent
How the agent reviews campaigns, shows recommendations, asks for approvals, and runs AI campaign management actions.
Leads
Everyone in the campaign, their status, bounce data, and the buttons to add or remove people.
Sequences
The actual emails the campaign sends. See which variants are landing, edit copy, add a follow-up.
Options
Campaign settings: inboxes, salesperson, sending schedule, lead filters, and AI campaign management.
For approval requests and the agent autonomy settings behind them, see AI Agent. It explains the approval flow that can appear from the campaign page.
What's at the top of every tab
The campaign header sits above every tab and stays the same as you switch between them.
- Campaign name — click the name to rename it. A text field appears in place; type the new name, hit Enter to save.
- Status badge — Active, Paused, Completed, Attention Needed, etc. See Campaign states for what each one means.
- Launch campaign / Pause / Resume button — changes label based on the current status.
- Sending schedule note — shows the next sending window if the campaign is currently outside its hours.
- Alert banners — appear when bounce rate is high, the campaign is approaching its end date, or another condition needs attention.
Where to look — and in what order
Most of your time on a live campaign should be on Analytics. That's the page that tells you whether the campaign is working. The other tabs answer follow-up questions.
| Order | Tab | What you're looking for |
|---|---|---|
| 1 | Analytics | Reply rate, positive reply rate, emails sent, booked calls. The trend chart and the four KPI cards tell you 80% of what you need to know about a campaign's health. Most of your check-ins live here. |
| 2 | Sequences | Which variants of which step are actually getting replies — and which aren't. Once Analytics tells you the campaign is working (or isn't), Sequences is where you act on it: switch off losing variants, refine the winners, decide whether to add a Step 3. |
| 3 | Leads | Bounce rate (anything over 3% needs attention; over 5% auto-pauses the campaign), unsubscribed counts, and lead-level data when a personalisation variable is rendering blank. |
The AI Agent tab is a separate channel. It is where the agent explains what it noticed, recommended, requested approval for, or completed. It is worth checking once a day rather than treating it like a live monitoring view.
Options you only really go to when you specifically need to change a setting: inboxes, salesperson, sending schedule, or AI campaign management. It is not part of the regular check-in.
Two ways to add leads to your campaign
Adding more leads to a running campaign goes through one of two flows. You start both from the Leads tab — they're not separate pages in the sidebar.
AI Lead Search
Describe the market in plain English, preview matching companies, then import verified emails found live. Uses credits — normally 1 per verified lead delivered.
Import via CSV
You already have a list. Upload a CSV with Name, Email, and Industry, map Company and any extras as custom variables, and the leads land in the campaign. No credits used.
Which one to use:
- You don't have a list yet → AI Lead Search. Best when you can describe the market clearly (industry, size, geography) and want the platform to source matching contacts. It is not meant to prove every company's exact ICP.
- You already have a list (CRM export, conference attendees, sales-nav export, an Apollo list, etc.) → CSV import. Free, no credits.
Both flows stop leads that are already in another campaign in this workspace from being added again. For CSV imports, that duplicate check happens during upload. For AI Lead Search, standalone Acquisity filters those leads out of the available count before import; if Instantly is connected, the preview may still include duplicates and block them later during upload.
Common things you'll do
| I want to… | Where |
|---|---|
| See how the campaign is performing | Analytics |
| Check bounce rate | Leads → Email Bounce Rate metric card |
| Find which variant is winning | Analytics → per-step breakdown |
| Add more leads | Leads → Add Leads (AI Lead Search) or Import Leads (CSV) |
| Pause sending | Pause button in the header |
| Edit an email | Sequences |
| Switch off a losing variant | Sequences or Analytics per-step table |
| Rename the campaign | Click the campaign name in the header |
| Change who gets booked meetings | Options → Assigned Salesperson |
| Turn on AI campaign management | Options → Cold Email Agent |
| Change sending hours | Options → Sending schedule |
| Export the lead list | Leads → Export CSV button |
Related
- Campaigns list — how you got here
- New campaign wizard — how the campaign was created
- AI Agent — how the agent acts and asks first
- Campaign states — every status badge explained
- Lead lifecycle — what each lead status means