What is a Campaign?

A Campaign is an automated outreach sequence you send to a group of candidates or leads. You build a series of steps — emails, LinkedIn messages, or both — and Vitae delivers them on a schedule you control. Campaigns go through four statuses: Draft (being built), In Progress (running), Paused, and Completed.

How do I create a new Campaign?

1. In the left navigation, click Campaigns. The Campaigns page opens showing all your existing campaigns.
2. In the top-right corner, click the New Campaign button (the one with a plus icon).
3. A modal titled Create New Campaign opens.
4. In the Campaign Name field, type a name (minimum 3 characters).
5. Under Campaign Type, choose one of the two cards:
   • Email Campaign — sends personalized email sequences. Features include sequential email sending, personalized templates, email tracking, and A/B testing.
   • LinkedIn Campaign — connects and messages prospects on LinkedIn. Features include direct LinkedIn messaging, connection requests, and LinkedIn automation.
6. Click Create. The campaign opens to its detail page in Draft status.

If you need to rename a campaign later, open the three-dot menu on the campaign card and choose Rename.

How do I add the leads my Campaign will reach?

When the campaign detail page opens, the first tab shown is Lists.

1. On the Lists tab, you will see a heading Select Lead Lists.
2. Use the search box to find a list by name.
3. Click a list to select it. You can select multiple lists — they are combined into one audience.
4. When you are satisfied with your selection, click the Next button (top right of the tab) to move to the next step.

Once a campaign is launched, lists cannot be changed.

How do I add an email step?

After selecting lead lists, you are taken to the Emails tab (for Email Campaigns or Hybrid Campaigns).

Creating your first email step

1. On the Emails tab, you will see the heading Email Sequence and a description explaining that each step can have multiple variants.
2. If no emails have been added yet, click the Create Email button. This opens the Email Actions panel where you choose how to start:
   • From Scratch — open a blank email editor.
3. The email editor modal opens. Write your subject and body, then save.

Adding more steps

After at least one email exists, a button labeled Add Step appears at the top of the tab.

• Click Add Step to create the next step in the sequence (up to a maximum of 5 steps).
• An Add Step N button also appears below each existing step as a dashed-border tile.
• For steps 2 and beyond, you can set a delay (number of days after the previous step) using the delay control on each step card.
• To edit an existing email, click Edit on its card. To remove it, click Delete.
• When you are done configuring email steps, click Next to continue.

How do I add a LinkedIn step?

For LinkedIn Campaigns (or Hybrid Campaigns), the campaign detail page shows a LinkedIn tab.

Step 1 — Connect LinkedIn (if not already connected)

If your LinkedIn account is not yet connected, a blue banner appears: LinkedIn Account Not Connected. Click the Connect LinkedIn button in the banner to go to LinkedIn settings. You can still configure messages before connecting — they will be saved and ready when you connect later.

Step 2 — Configure the Connection Invite

1. On the LinkedIn tab, find the Connection Invite Configuration section.
2. Click the Configure Invite button. A modal titled LinkedIn Connection Configuration opens.
3. Check the Send connection invite checkbox to enable invite messages.
4. In the Invite Message field, type your connection request message.
5. Click the User Name variable button to insert {{userName}} (replaced with the recipient’s real name on send).
6. Watch the character count — the limit is shown as you type.
7. Use a Message Suggestions card on the right to apply a pre-written template by clicking Use.
8. Click Save Configuration to save.

Step 3 — Build the Message Sequence

Below the invite card is the Message Sequence section.

1. If no messages exist, click Add First Message.
2. The message editor modal opens. Enter your message text, use the User Name variable if needed, and set the delay (days after previous message for steps 2+).
3. Click Save Message to add it.
4. To add more messages (up to 5), click the Add Step N tile that appears below the last message.
5. To change a message, click Edit on its card. To remove it, click Delete.
6. When done, click Next to move to Configurations.

How do I launch, pause, or resume a Campaign?

Launching

1. Open the campaign and click the Configurations tab (or follow the Next buttons through Lists, Emails/LinkedIn, and Configurations in order).
2. For Email Campaigns, under Account To Use, select the email address you want to send from using the dropdown. You can search accounts by name.
3. For LinkedIn Campaigns, optionally adjust the Daily Invite Limit field (a global limit shared across all LinkedIn campaigns).
4. In the Advanced Settings section you can toggle:
   • Send invite without message when limit is reached — automatically sends a blank connection invite when your daily message limit is used up.
   • Convert invite message to first message — when a blank invite is sent, the invite message is delivered as the first follow-up once the connection is accepted.
5. Click Save Settings if you changed LinkedIn settings.
6. Click the Start Campaign button (rocket icon). A confirmation modal appears summarising the campaign.
7. Confirm to start. A Launching Campaign progress modal appears; when it completes, a Campaign launched successfully! message shows.
8. Click View Campaign Analytics to see results.

Pausing

You can pause a running campaign from two places:

• From the Campaigns list: click the three-dot menu on a campaign card and choose Pause.
• From inside the campaign: click the Pause Campaign button (top right, only visible when the campaign is In Progress).

Either way, a confirmation modal appears with the message “All scheduled emails and messages will be paused. You can resume the campaign later.” Click Pause Campaign to confirm.

Resuming

• From the Campaigns list: click the three-dot menu and choose Resume.
• From inside the campaign: click the Resume Campaign button (top right, only visible when status is Paused).

A confirmation modal appears: “All paused emails and messages will be reactivated and scheduled for delivery.” Click Resume Campaign to confirm.

How do I see scheduled and sent activity?

Once a campaign has been launched, its detail page shows the Analytics tab.

1. Open the campaign and click the Analytics tab (the first tab shown for any non-Draft campaign).
2. At the top you will see Campaign Analytics with a progress bar showing the percentage of items sent vs. total.
3. Click Campaign Status Analytics to expand a breakdown of all statuses:
   • Emails Sent / Messages Sent — successfully delivered.
   • Scheduled Emails / Scheduled Messages — queued for future delivery.
   • Answered Emails / Answered Messages — received a reply.
   • Waiting Connection — LinkedIn messages waiting for a connection to be established before they can be sent.
   • Paused — items paused because the campaign is paused.
   • Failed — items that could not be delivered.
   • Canceled — items that were canceled.
   • Processing — items currently being processed.
4. Below the status summary, a table lists each contact grouped by their outreach history. Use the search box and status filter to narrow the list. Click column headers to sort.
5. Use the pagination controls at the bottom to move between pages, or change the number of rows shown per page.