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Campaigns & messagesCreate a campaign

Create a campaign

A campaign combines sending accounts, a lead audience, and a workflow. Finish account setup and collect or import a lead group first.

Set up the campaign

Open Campaigns and create a campaign

Select Launch Campaign on the Campaigns page. You arrive at New campaign. Select the campaign-name control to enter a name that identifies the audience and purpose.

Select the sending accounts

Choose the connected X profiles you intend to use. Check each handle and account health. If no suitable account is available, repair its session in Accounts before continuing.

Choose the lead lists

Select the group or groups that form this audience. Review the unique-lead and DM-eligibility summary. Lists can overlap, so their displayed totals may add up to more than the unique campaign audience.

Pick a workflow

Use Simple DM for one message, Follow + DM to follow before messaging, or DM + Follow-up for an initial message and a conditional follow-up. Choose Build Custom Workflow when you need your own sequence.

Read every outgoing message

Review the actual message content, including the follow-up. A workflow name describes its structure; it does not make the default copy appropriate for your offer. Check names, links, variables, and factual claims.

Open the review dialog

Select Launch campaign. In Review campaign, inspect the campaign name, lead lists, workflow, sending accounts, messages, and eligible count. Use Cancel to correct anything.

Confirm creation, then inspect details

Confirm and launch creates the campaign and imports the eligible leads. Check the resulting campaign details and workflow. As stated in the review dialog, sending begins when you select Start.

New campaign setup with campaign details, sending accounts, lead lists, and workflow template selection
Work through sender, list, and workflow choices before opening the campaign review. Select the image to zoom in.

Understand the eligibility summary

CountHow to read it
List entriesCombined entries from selected lists
Unique leadsDistinct lead records across those lists
Duplicates removedOverlap removed from the combined audience
DM eligibleLeads currently eligible under the campaign rules
Closed / restrictedProfiles that cannot receive this campaign’s DM under the known access state
UnverifiedDM access has not been established
Already messagedExisting contact affects eligibility
DM in progressA message operation is already being handled

Review the live summary rather than assuming unknown access is open. An imported group total is not a sending guarantee.

Before selecting Start

Open the workflow and confirm its messages, branches, and timing. Verify that the right sender handles and lead audience appear in campaign details. Then follow Monitor, pause, and resume.