Reaching a list of contacts one email at a time doesn't scale. Campaigns send multi-step email sequences automatically - each contact gets emails on the schedule you define, with automatic stops for replies, clicks, or bounces. Rep can also create and manage campaigns for you.
Before you start
Requirements:
Connected email account - required to enable a campaign, not to create one
A contact list, or specific people you choose (up to 50,000 combined)
Credit usage:
1 credit per message sent. Failed sends are not charged.
Campaign limits by plan:
Plan | Active campaigns | Monthly sending limit |
Free | 1 | 500 emails |
Starter | 5 | 1,000 emails |
Growth and above | Unlimited | - |
When you hit your plan's limit, you'll see a prompt to upgrade.
Current limitations:
Campaigns cannot be edited after they have been enabled for the first time. To make changes, duplicate the campaign and update the copy.
Only the person who created a campaign can edit it. This applies to drafts as well, and being a workspace admin does not override it. Teammates can open the campaign read-only, or duplicate it to get a copy they own and can edit.
Inline images and file attachments cannot be added to campaign emails.
How campaigns work
Email threading
By default, each campaign step sends as a new email thread. For any step after the first, change this to Reply - the email sends in the same thread as the previous step. The subject line is hidden on Reply steps (changing it would break threading downstream).
New steps inherit the threading setting of the previous step. Change it with the New thread / Reply selector on the step.
Preview shows Re: [subject] on Reply steps - check threading there before sending.
Rep sets threading automatically based on your campaign content - follow-up sequences default to Reply, new-topic outreach defaults to New thread.
Unsubscribe
Campaign emails include an unsubscribe link by default. When a recipient clicks it, they are removed from the campaign and cannot be enrolled in any other campaign in your workspace.
Configure unsubscribe behavior in the campaign's Settings - toggle the footer on or off and customize the copy.
The Recipients tab shows each contact's unsubscribe status.
Unsubscribes are workspace-level. If a contact unsubscribes from one campaign, they cannot be enrolled in any campaign in your workspace.
Enrollment behavior
Use the Auto-enrollment switch in campaign settings to control how contacts are added:
On: Adding a contact to the campaign's list automatically enrolls them. Timing starts from their enrollment date - a contact added three days after the campaign starts begins at step one.
Off: One-time enrollment of the list members at the time the campaign is enabled. New additions to the list are not enrolled.
Auto-enrollment is on by default.
Stop conditions
Three configurable stop conditions control when a contact exits the campaign. All are enabled by default:
Stop on reply: When a contact replies to any email in the campaign, remaining emails are canceled for that contact.
Stop on click: When a contact clicks a link in any campaign email, remaining emails are canceled. Useful for calendar booking links or CTAs where a click signals engagement.
Stop on bounce: If an email bounces, that contact is automatically removed from all remaining emails. This cannot be disabled.
ℹ️ Removing a contact from the campaign's list does not stop their emails. Once a contact is enrolled, they continue receiving emails until a stop condition above is triggered or you cancel them manually from the Recipients tab.
Variables and fallbacks
Variables populate when each email sends, not when you enable the campaign. Type { in the email editor to insert a variable.
Each variable can have an optional fallback value:
Blue tag - fallback is set. If the variable can't resolve, the fallback value is used.
Yellow tag - no fallback set. If the variable can't resolve, the email sends with a blank value.
Click any variable tag to set or change its fallback. Use Preview to verify variables resolve correctly before enabling. Missing variables display as red "Undefined" with a warning banner.
Some field types aren't available as variables - dates, multi-select fields, attachments, and ID fields don't appear in the { menu. To use one in an email (a signup date, for example), copy its value into a text field and insert that field instead.
Email signatures
Campaign emails use your signature configured in Settings → Preferences (Email signature section) - click your avatar in the bottom-left of the sidebar, then Settings, to get there. The signature is injected into the email editor, so the editor shows exactly what will be sent.
Signatures apply to each new campaign step by default
Delete the signature from any individual step if you don't want it on that email
Clarify uses your Clarify signature, not your Gmail or Microsoft signature - email providers don't expose signatures via API
Signatures support basic text formatting but not images.
Sender identity and aliases
Campaigns send from your connected email account. To send from an alias, open Connectors and click your email tile under Personal (your Google or Microsoft tile - you’ll see whichever you signed in with). Your available send-from aliases appear on the tile. The alias must also be configured as a valid alias in your Google or Microsoft account.
You cannot add another workspace member's email as your alias
If you delete an alias while a campaign is using it, Clarify shows a warning and resets the sender to your primary email before sending
CC and BCC
Add CC or BCC recipients to any campaign step. Important behavior to know:
CC/BCC recipients receive a copy of every email sent to every recipient. If your list has 100 contacts and you CC someone on step one, that person receives 100 emails.
Replies from CC/BCC recipients do not count as reply metrics. Only replies from the intended recipient trigger "stop on reply."
Opens are counted once per recipient per email. Email providers sometimes trigger automatic open events, so open rates may appear inflated.
"Sent with Clarify" footer
Free plans: A "Sent with Clarify" footer is appended to all campaign emails and cannot be removed.
Paid plans: The footer is included by default but can be toggled off in workspace settings.
ℹ️ If you upgrade mid-campaign, future emails in that campaign will respect the updated setting.
How we protect your domain
Safeguards protect your sender reputation and email deliverability. These apply across all plans:
250 emails per day per account. Emails exceeding this limit queue for the next day.
Emails send one at a time, with 3 minutes between each send. This cadence is fixed and cannot be adjusted in the product. The gap only counts time while your sending schedule is open - it does not run overnight or on days you have switched off.
Your sending schedule sets your real throughput. Because the 3-minute gap only counts open time, the most a campaign can send in one day is that day's window length divided by 3. The default 9:00am to 5:00pm weekday window is 160 a day. A 30-minute window on three days a week is 10 a day, or 30 a week - so a 66-person list takes two weeks to finish its first email rather than one morning. If a list needs to go out quickly, widen the hours and the days before you start the campaign.
Step delays are held to the schedule too. A delay that comes due on a day you have switched off waits for the next active day. A 3-day delay after a Tuesday send comes due on Friday, so if Friday is off it goes out on the following active day instead.
Burst protection: 15 emails per 5-minute window. The 3-minute send timer runs continuously - even while a campaign is paused. If you pause a large campaign and resume it later, the backlog of queued sends could otherwise go out all at once. Burst protection caps the send rate at 15 emails per 5 minutes when resuming, preventing a sudden spike that could damage your sender reputation.
Lists must contain 50,000 people or fewer.
Hard-bounced addresses are blocked from future sends. Continued sending to invalid addresses damages sender reputation, so Clarify stops sending to them automatically and there is nothing for you to clean up. The contact is not removed from the campaign - their remaining steps fail when they come due. Soft bounces, such as a full mailbox, are temporary and do not block future sends.
Invalid recipient emails are rejected before send. The campaign run fails with a message identifying the invalid address. Correct it and retry.
Contacts cannot be re-enrolled once they've received a campaign email. This prevents duplicate sends.
⚠️ These safeguards protect your sender reputation within Clarify's system, but your email provider (especially Microsoft/Exchange) may still restrict your account based on their own spam detection - for example, sending a high volume of emails to the same domain in a short window. If your account is restricted, contact your Microsoft 365 admin to submit a removal request through the Microsoft admin portal.
Choosing recipients: lists and specific people
A campaign can send to a contact list, to a set of specific people you pick, or to both at once. Picking people directly is useful when you want to reach a hand-chosen set of contacts without first building a list.
Add specific people
Add individual recipients from three places:
The campaign builder - in the Recipients panel, use Add recipients to search for and add people directly.
The People table - multi-select people and choose Add to campaign.
A person's record - add that person to a campaign from their record page.
Add specific people whether or not the campaign also has a list attached. If you attach a list, its members are seeded when the campaign activates and your hand-picked additions are enrolled alongside them.
When people can be added
Add specific people while a campaign is a draft, scheduled, or already active - keep adding recipients after the campaign is live. New additions begin at step one from the time they're enrolled.
Remove people before sending
While drafting, remove individual members from the recipient pool - including members that came from an attached list. Removing a member here only excludes them from this campaign; the underlying list is not changed. Exclusions reset if you change or clear the list.
Remove an already-enrolled recipient as long as none of their emails have sent yet; that cancels their remaining emails. Once a recipient has received an email, pause them instead - removal is no longer possible. Removed recipients drop off the Recipients list and its counts - they don't reappear as "Paused." Pausing is different: paused recipients stay visible and can be resumed.
Good to know
A campaign built from specific people auto-disables once every recipient has finished the sequence. To send to more people, re-enable it and add them.
The 50,000-recipient cap applies to the combined total of list members and individually added people.
Re-entry prevention still applies - a person who already has an active run in the campaign won't be enrolled a second time.
Campaigns on a person's record
A person's record page can show the campaigns that person is part of, so their outreach is visible at a glance without opening each campaign.
See their campaigns - the Campaigns view on a Person record lists the campaigns the person is enrolled in, with per-campaign engagement (sent, opened, replied).
Add them to a campaign - use Add to campaign on the record to enroll the person directly. This is one of the ways to add a specific person described above.
If the Campaigns tab isn't shown on record pages by default, a workspace admin can turn it on through the Customize tabs controls on the record page - the same show/hide/reorder controls used for every other record-page tab.
Create a campaign
1. Go to Campaigns → Add Campaign
2. In the Add recipients panel, search for a contact list or dynamic list. Selecting a dynamic list expands it to the list's current members (up to 500 on a live campaign). Add specific people directly too, with or without a list attached.
3. Write your first email:
Add a subject line and body content
Type
{to insert variables - set fallback values for each (blue = fallback set, yellow = no fallback)
4. Add more steps with + Add Step. For each step after the first, choose New thread or Reply from the threading selector. Reply sends the step in the same thread as the previous email - the subject line is hidden on Reply steps. Steps inherit the previous step's threading setting by default. Use the step menu to add steps above or below, remove a message, or send a test email.
5. Set delays between steps
6. Click Settings to adjust:
Auto-enrollment: Toggle on to automatically enroll new list members as they're added; toggle off for one-time enrollment of current members only. This one needs a list - with no list attached, nobody is auto-enrolled.
Stop on reply: Toggle whether replies cancel remaining emails
Stop on link click: Toggle whether link clicks cancel remaining emails
Unsubscribe: Toggle the unsubscribe footer on or off and customize the copy
Sending schedule: Control which days and hours campaign emails can be sent. Toggle the setting on, choose your active days (Monday–Friday by default), and set a start and end time per day. Use the copy icon next to any day to apply its hours to all other active days. Times use the timezone of whoever created the campaign, not yours - so a teammate in another timezone sees the same window you set, and editing it does not move it to their timezone. Emails scheduled outside the window are held until the next open window. Narrowing the window lowers how many emails a campaign can send per day - see How we protect your domain above for the throughput this produces.
7. Click the Preview tab to verify variable resolution for specific contacts
8. Click Send now to start sending immediately, or use its dropdown to choose Schedule send and start the campaign at a future date and time. In the scheduling modal, set a date and time - your account timezone is shown for reference. The campaign activates automatically at the scheduled time.
The campaign name defaults to your first email's subject line. Click the name in the header to edit it. Changes save automatically.
⚠️ You cannot start a campaign without connecting an email account, and without either a list or at least one recipient.
Monitor campaigns
Click a campaign to open the Overview page, which shows send statistics for the overall campaign and individual steps.
Metrics include:
Sent - total emails dispatched, including any that later bounced or failed. A contact showing "Sent" does not mean the email was delivered successfully.
Open rate - percentage of recipients who opened at least once
Click rate - percentage of recipients who clicked a link in the email body. Unsubscribe clicks are not counted toward click rate - they are tracked separately.
Reply rate - percentage of intended recipients who replied (CC/BCC replies excluded)
Bounce rate - percentage of emails that bounced
Unsubscribe rate - percentage of recipients who clicked the unsubscribe link. Shown per contact on the Recipients tab.
Recipient activity feed
The Recipients tab shows delivery status and a full activity feed for each contact:
Sent, opened, clicked, replied, bounced, and failed events
Manual actions: paused, resumed, skipped
Replies shown inline with message content
Unsubscribe status per contact
Filter by step
Use the Email step filter in the Recipients tab to narrow the list to contacts on a specific step. Useful for tracking progress through a multi-step sequence or diagnosing delivery issues on a particular step.
Email validation failed - The recipient's email address failed deliverability checks - either it's malformed, the domain can't receive mail, or our validation provider flagged it as undeliverable. The address will also be marked as bounced on the person record.
To send to a contact with this status: correct the email address on their contact record, create a new list with just those contacts, duplicate the campaign, attach the new list, and enable it.
Manage individual recipients
From the Recipients tab:
Pause a recipient - stops their remaining emails
Resume a paused recipient - continues their sequence
Add and remove specific recipients too - see Choosing recipients: lists and specific people above for what's possible before and after a send.
ℹ️ On the Campaigns tab, filter between campaigns created by you (My Campaigns) and All Campaigns in your workspace. Seeing a teammate’s campaign under All Campaigns does not make it editable by you - editing stays with whoever created it.
Get recipient engagement outside the app
Who opened, clicked, or replied is available outside the Recipients tab, so a follow-up audience can be built without copying names by hand.
Ask an AI assistant. Rep, or Claude and ChatGPT through the Clarify MCP, can list a campaign's recipients filtered by engagement - ask who clicked and you get the people, not just the rate.
Use the API. The campaign recipients endpoint returns one entry per person with their delivery status, whether they opened, clicked, replied, or unsubscribed, and when each last happened. Filter by engagement event to pull just the clickers or just the repliers. See the API docs.
Bounces are not included as a per-person engagement event. A bounced address is flagged on the person's record instead.
Manage active campaigns
On the main Campaigns page, use the Enabled toggle to control each campaign:
On: Sends to enrolled contacts and auto-enrolls new list members (if Auto-enrollment is on)
Off: Stops all sending
Re-enabling resumes sending. Recipients who already received an email won't receive it again.
To check a live campaign’s settings, open the campaign and use the overflow menu on the detail page. Send windows, stop conditions, enrollment mode, and unsubscribe configuration are all shown read-only. They still cannot be changed after the campaign has been enabled - duplicate the campaign to make changes.
ℹ️ If your workspace runs out of credits while a campaign is active, the campaign pauses automatically. It resumes when you refill credits or your monthly credit allowance resets.
Duplicate a campaign
Duplicating a campaign creates a copy without the original list attached. Select a new list before enabling the duplicate to avoid unintended sends.
Duplicating is also how you work from a teammate’s campaign, since only its creator can edit the original.
ℹ️ If you duplicate a different user’s campaign, it will default to your sending email
Working with Rep
Rep can create, draft, and update campaigns. Ask Rep to:
Create a new campaign with specific content
Update email copy or subject lines
Add or modify steps
Work with variables and signatures
Set the sending schedule
Report on your campaign performance
Find out who opened, clicked, or replied
Rep applies signatures automatically unless told otherwise. Learn how to use Rep →