Campaigns

Campaigns are your outreach command center. This is where you create, monitor, and manage your automated outreach campaigns. Each campaign combines an offering, a target persona, a campaign idea, AI-generated messages, and your AI SDRs to deliver personalized outreach at scale.

Accessing Campaigns

Navigate to Outreach → Campaigns tab to view and manage your campaigns.

What's On the Page?

Top Bar

Element	Description
Back Button	An arrow icon on the left. Click to return to the Company Intelligence page.
Search Bar	Type to search campaigns by name or description. Results filter in real-time.
Filter Button	Click to open a popover with status filters: All Campaigns, Active, Paused, or Completed.
Create Campaign	A button on the right. Click to start the 5-step campaign creation wizard. Only visible if you have the required permission.

Campaigns Table

The table shows all your campaigns with the following columns:

Column	What It Shows
Status	A toggle switch showing the campaign's current state. Click to pause or resume.
Name	The campaign name with the creation date below it.
Email Performance	Three colored badges showing email metrics: Replied (green), Sent (blue), and Pending (amber).
LinkedIn Performance	Five colored badges showing LinkedIn metrics: Replied (green), Messages Sent (blue), Connections Accepted (green), Connections Sent (blue), and Pending (amber).
Actions	A three-dot menu with options like "View Details" and "Archive."

Campaign Statuses

Every campaign has a status that tells you what it's doing right now:

Status	Toggle Position	What It Means
Active	On (green)	The campaign is live and sending messages. Your AI SDRs are actively reaching out.
Paused	Off (gray)	The campaign is temporarily stopped. No messages are being sent. Can be resumed anytime.
Pending	Off (gray)	The campaign is set up but hasn't started sending yet. Click the toggle to activate.
Draft	Off (gray)	The campaign is still being configured. Click the toggle to activate when ready.
Completed	N/A (label)	The campaign has finished its run. All leads have been contacted. Shows a green checkmark.

Pausing and Resuming Campaigns

You can pause and resume campaigns directly from the table:

1. Click the toggle switch on any active or paused campaign.
2. A confirmation popup appears:
   • Pausing: "Are you sure you want to pause [campaign name]? The campaign will stop sending messages."
   • Resuming: "Are you sure you want to resume [campaign name]? The campaign will start sending messages again."
   • Activating: "Are you sure you want to activate [campaign name]? The campaign will start sending messages."
3. Click Confirm to proceed.

Email Performance Metrics

Each campaign row shows three email metrics at a glance:

Metric	Badge Color	Icon	What It Means
Replied	Green	Mail	Number of leads who responded to your email outreach.
Sent	Blue	Reply	Total number of emails sent by your AI SDRs for this campaign.
Pending	Amber	Clock	Number of emails queued but not yet sent.

Hover over any badge to see a tooltip with the metric name.

LinkedIn Performance Metrics

Each campaign row shows five LinkedIn metrics:

Metric	Badge Color	Icon	What It Means
Replied	Green	Message	Number of prospects who replied to LinkedIn messages.
Messages Sent	Blue	Reply	Total LinkedIn messages sent.
Connections Accepted	Green	Checkmark	Number of connection requests that were accepted.
Connections Sent	Blue	Person+	Total connection requests sent.
Pending	Amber	Clock	Number of LinkedIn actions queued but not yet completed.

How to Create a Campaign

Creating a campaign is a 5-step wizard that walks you through everything:

Prerequisites

Before you can create a campaign, you need:

Requirement	Why It's Needed	If Missing
Active Subscription	Campaigns require an active Wyra subscription.	You'll see "Get Subscription" — go to Settings > Billing.
At Least One AI SDR	An AI SDR sends the messages. No agent = no one to do the outreach.	You'll see "Create AI SDR" — go to the AI SDR page.
At Least One Offering	An offering provides the pitch content. The campaign needs something to say.	You'll see "Create Offering" — go to the Offerings page.

Step 1: Pick Offering

• Choose a finalized offering from your library.
• The offering defines what your campaign is about — the pain points, solutions, and value proposition.
• Only finalized offerings appear here (drafts are not available for campaigns).
• Click an offering card to select it, then click Next.

Step 2: Pick Persona

• Define who you want to reach with this campaign.
• Fill in the targeting criteria:

Field	What to Enter
Target Industries	The industries you want to target (e.g., "Healthcare", "Financial Services").
Target Roles	Job titles of the people you want to reach (e.g., "VP of Engineering", "CTO").
Excluded Roles	Job titles you want to skip (e.g., "Intern", "Assistant").
Target Locations	Where your target prospects are located (e.g., "United States", "Europe").
Company Size	Minimum and maximum employee count for target companies.
Lead Count	How many leads you want in this campaign (250, 500, 750, or 1,000).

• The system checks if enough leads are available (minimum 250 required).
• Click Next when all fields are filled and enough leads are available.

Step 3: Generate Idea

• Define the angle for your outreach — what's the reason for reaching out?
• You have two options:
  • Ask Gil: Click the "Ask Gil" button to get AI-generated campaign ideas based on your offering and persona. Pick one from the suggestions.
  • Write Your Own: Type a custom campaign idea directly in the text area.
• The selected idea shapes the tone and angle of your outreach messages.
• Click Next after selecting or writing an idea.

Step 4: Generate Messages (Sequence)

• The AI generates personalized messages for sample leads based on your offering, persona, and idea.
• You'll see previews of the generated email or LinkedIn messages for the top 3 leads.
• Choose your preferences:

Setting	Options	What It Does
Channel	Email or LinkedIn	Determines the message format and delivery channel.
Tone	Informal, Creative, Direct, or Bold	Sets the writing style of the AI-generated messages.

• You can regenerate messages if you want a different approach.
• Review the messages to make sure the tone and content feel right.
• Click Next when satisfied.

Step 5: Select AI SDR

• Choose which AI SDR agents will execute this campaign.
• Select one or more agents from your available AI SDRs.
• Each agent will handle a portion of the outreach.
• Click Launch Campaign to go live.

After launching, the campaign appears in your campaigns table and your AI SDRs start working.

How to View Campaign Details

1. Click anywhere on a campaign row in the table.
2. The Campaign Details modal opens.

Campaign Details Modal

The modal has two views you can switch between using tabs:

Dashboard Tab

A two-panel layout showing campaign analytics:

Left Panel — Campaign Sidebar:

Element	What It Shows
Status	Current campaign status (Ongoing, Paused, Draft, or Finished).
Started On	The date the campaign was created.
Total Leads	Total number of leads in this campaign.
Pending	Number of leads not yet contacted.
Finished	Number of leads whose outreach sequence is complete.
Persona Summary	The targeting criteria: industries, titles, company size, locations, and target lead count.
Campaign Senders	The AI SDRs assigned to this campaign, with their sent and reply counts.

Right Panel — Activity Chart:

• An area chart showing daily outreach activity over time.
• Two lines:
  • Blue line — Email activity (emails sent per day)
  • Green line — LinkedIn activity (LinkedIn actions per day)
• Hover over any point to see exact numbers for that day.

Interactions Tab

• Shows a table of all leads that have been engaged by this campaign.
• Each row shows:

Column	What It Shows
Activity	Date and time of the last interaction.
Prospect	Lead's name, title, and location. Includes email and LinkedIn icons for quick access.
Company	Company name, industry, and headquarters. Includes website and LinkedIn links.
Outreach Score	A score (0-100) estimating how likely this lead is to engage. Color-coded: green (80+), yellow-green (60+), purple (40+), gray (below 40).
Status	Current engagement status: Planned (purple), Contacted (blue), or Replied (green).

Campaign Actions Menu

Click the three-dot menu on any campaign row to see available actions:

Action	When Available	What It Does
View Details	Always	Opens the Campaign Details modal with dashboard and interactions.
Archive	Active campaigns only	Pauses and archives the campaign.

Searching and Filtering

Search

• Use the search bar to find campaigns by name or description.
• Results filter instantly as you type.

Status Filter

Click the Filters button to filter by campaign status:

Filter Option	What It Shows
All Campaigns	Every campaign. This is the default.
Active	Only campaigns currently running.
Paused	Only campaigns that are paused.
Completed	Only campaigns that have finished.

The Campaign Creation Flow — From Start to Finish

Here's how everything connects:

1. Build an Offering (Outreach > Offerings) — Define your pitch: pain points, solutions, business outcomes, social proof.
2. Create a Campaign (Outreach > Campaigns) — Open the wizard:
   • Pick your offering (what to say)
   • Define your persona (who to reach)
   • Generate an idea (why to reach out)
   • Preview messages (how to say it)
   • Assign AI SDRs (who sends it)
3. Launch — Your AI SDRs start sending personalized emails and LinkedIn messages automatically.
4. Monitor — Track performance in the campaigns table and details modal.
5. Iterate — Pause underperforming campaigns, create new ones with different angles.

Tips for Getting the Most Out of Campaigns

1. Start with your strongest offering. Your first campaign should use your best, most refined offering — the one with the highest confidence score and strongest social proof.
2. Be specific with personas. The more targeted your persona (industry + role + location + company size), the higher your reply rates.
3. Use AI-generated ideas first. Click "Ask Gil" in Step 3 to see what angles the AI suggests. These are tailored to your offering and persona.
4. Review the message previews carefully. Step 4 shows you exactly what your leads will receive. If the tone feels off, regenerate with a different tone setting.
5. Monitor email and LinkedIn metrics daily. The performance badges in the table give you an instant read on what's working.
6. Don't hesitate to pause. If a campaign isn't performing, pause it and analyze why.
7. Check the Interactions tab for hot leads. Leads with "Replied" status and high outreach scores are your warmest prospects.
8. Create multiple campaigns for different angles. Instead of one massive campaign, create several smaller campaigns targeting different industries or roles with tailored ideas.

Quick Troubleshooting

Problem	Solution
"Create Campaign" button is disabled	You're missing a prerequisite: active subscription, AI SDR, or finalized offering. Check the empty state message for details.
"Create Campaign" button is hidden	Your role doesn't have campaign creation permission. Contact your admin.
Campaign toggle isn't working	Wait for the confirmation popup to appear and confirm the action. If the toggle doesn't respond, refresh the page.
No leads found during persona setup	Your targeting criteria may be too narrow. Try broadening your industries, roles, or locations. Minimum 250 leads required.
Messages not generating	Ensure you have a valid offering selected and a campaign idea entered. The AI needs both to generate personalized messages.
Campaign details not loading	The analytics data may still be processing. Wait a moment — the loader will disappear once data is ready.
No interactions showing	The campaign may have just started and hasn't contacted any leads yet. Check back after your AI SDRs have had time to work.
Performance metrics showing zeros	New campaigns start with zero metrics. Numbers update as your AI SDRs send messages and receive responses.