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.
New to outbound? Running outbound with Clarify walks the whole path, from finding leads to tracking who replies.
Before you start
Requirements
Connected email account - required to enable a campaign, not to create one. For Google and Microsoft accounts, Clarify also needs permission to read the inbox, so it can track opens, replies and bounces. If the account was connected without it, you'll see "This account can't read its inbox" and the campaign won't enable or send. Reconnect the account and approve every permission.
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 |
Free | 1 |
Starter | 5 |
Growth and above | Unlimited |
When you hit your plan's limit, you'll see a prompt to upgrade.
Current limitations
A campaign's email steps and audience cannot be edited after it has been enabled for the first time, and switching it off does not unlock them. To change those, duplicate the campaign and update the copy. The person who created the campaign, and anyone who can send from its sending account, can still change its send windows, stop conditions and unsubscribe setting while it is live. Changing the send windows only affects contacts enrolled after the change - contacts already in the campaign keep the send times they were given when they joined it.
A campaign can be edited and run by the person who created it and by anyone who can send from its sending account, including teammates it was delegated to (see Delegated sending). Being a workspace admin doesn't give edit access, but an admin can turn a campaign off or delete it, and so can the sending account's owner. Everyone else can open the campaign read-only, or duplicate it to get a copy they can edit.
Images and file attachments aren't supported in campaign emails. If you paste content that includes an image, the image can carry into the email but may not display correctly for recipients. To remove it, click the image once to select it, then press Backspace. To share an image, link to it instead.
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). A Reply step only continues a thread from the same campaign, so a duplicate or a new campaign always starts a new thread, even when it goes to the same people.
New steps inherit the threading setting of the previous step. Change it from the step's type menu, which offers New email and Reply.
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 email.
Unsubscribe
Campaign emails don't include an unsubscribe link unless you turn it on - switch on Unsubscribe in the campaign's Settings to add the footer. 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 off by default on campaigns you build in the app. Turn it on once a list is attached.
Neither setting can skip the people who are already on the list. Switching a campaign on always enrolls everyone on it at that moment, apart from people your workspace has already contacted when Skip people already contacted is on. To reach only new additions, start the campaign from an empty list and add people to it as you go.
Stop conditions
Two configurable stop conditions control when a contact exits the campaign: stop on reply and stop on link click. Both are on by default, along with an automatic stop on bounce, whether you build the campaign in the app or Rep builds it. A campaign Rep created before 29 September 2026 has none of these stops, and neither does a duplicate of one - open Settings and switch on the ones you want. If you turn one on after the campaign is already live, contacts who would have exited under that condition are removed straight away, so Clarify asks you to confirm first. Once it is live, only the person who created the campaign and anyone who can send from its sending account can change these.
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. This fires on automated clicks too, so security software opening your links can end a sequence before the contact has read anything. Turn it off when you are sending into large companies.
Stop on bounce: A contact whose email bounces is automatically removed from all remaining emails. There is no setting for this. A campaign Rep created before 29 September 2026, or a duplicate of one, doesn't include this stop, but a hard-bounced address is still blocked from future sends, so that contact's remaining emails aren't sent.
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.
Pick a recipient in the preview to see their real data. Until you select someone, the preview shows the generic version of the email, so every variable displays its fallback or, where no fallback is set, nothing at all. That is the preview being unpersonalized rather than the variable being broken.
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 → Account → 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, or from a teammate's account if they gave you delegated sending access (see Delegated sending). The campaigns list shows Sent by, whose account a campaign sends from, next to Created by. To send from an alias, open Connectors and click the tile for your connected email account under Personal (Google or Microsoft). 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.
"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. To turn it off, go to Settings → Workspace → Email and meetings, scroll to Advanced, and switch off Sent by Clarify footer.
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. Each contact's next email has a fixed send time, set when they enroll or when their previous email goes out, and switching a campaign off doesn't pause or reset it. When you switch the campaign back on, contacts whose first email came due while it was off are spaced 3 minutes apart again from that point. A follow-up email whose send time passed while the campaign was off is not rescheduled: it goes out as soon as your sending schedule allows, so after a long pause many can come due at once. Burst protection caps those sends at 15 emails per 5 minutes per campaign, 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. On a campaign with the bounce stop, the bounce also ends that contact's campaign as soon as Clarify registers it, and the Recipients tab shows them as Email bounced. On a campaign without it, the contact stays enrolled until their next email comes due; that send is blocked, which ends their campaign there with a Failed to send status. 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 or already live, including one that is scheduled to start later - 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 email or Reply from the step's type menu. 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.
Send test emails in the campaign's ⋯ menu tests every step, and Send test email in a step's menu tests that one email. Both open a list of teammates: you're ticked by default, and you can tick up to 3 people. Each person gets their own copy, filled in with their own details. Tests go only to workspace members, and the option is greyed out until every email step has content.
5. Set the wait between steps. Each wait is a minimum and shows as Wait at least: the next email can go out later to stay within your sending schedule and your inbox's daily limits.
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
Skip people already contacted: Toggle on to leave out anyone someone in your workspace has already emailed, messaged on LinkedIn or sent a LinkedIn connection request. Off by default.
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.
Daily limit on new people: Toggle on to start at most a set number of people on the first step each day (20 when you first turn it on). Everyone else waits for a later day, and follow-up steps still go out on time. Off by default.
7. Click the Preview tab to verify variable resolution, then select a recipient there to see the email as that person will receive it
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 - the timezone shown beside the time picker is your computer's, and that is the clock the time you pick is read against. Either way, Review your campaign opens next with the recipients, sending schedule, steps and stop settings. Click Start Campaign (or Schedule Campaign for a scheduled send) to confirm. The campaign activates automatically at the scheduled time. A scheduled campaign shows as Live right away rather than waiting, because there is no separate scheduled status for it to sit in. The contacts themselves show as Scheduled on the Recipients tab until their first email goes out. If you turn a campaign off, contacts waiting for their next step show as Paused, with no send time, while it stays off.
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 you've launched to open its Performance tab, which shows send statistics for the overall campaign and individual steps.
Metrics include:
Total sent - total emails dispatched, including any that later bounced or failed. A contact showing "Sent" does not mean the email was delivered successfully.
Delivered - percentage of sent emails that reached the recipient, leaving out any that bounced or failed
Open rate - percentage of recipients who opened at least once
Click-through rate - percentage of recipients who clicked any tracked link. Links in a campaign email are rewritten for tracking, including the "Sent with Clarify" footer and the unsubscribe link, so a click can be recorded on an email whose copy contains none of its own, and unsubscribing registers a click as well. Unsubscribes are also counted separately as their own metric.
Reply rate - percentage of intended recipients who replied (CC/BCC replies excluded)
Failed rate - percentage of emails that didn't reach the recipient because they bounced, failed to send, or were stopped by a check before sending
Unsubscribe rate - percentage of recipients who clicked the unsubscribe link. Shown per contact on the Recipients tab.
⚠️ Opens and clicks can come from automated systems rather than your contact. Many companies run incoming mail through security software that fetches the links in a message to check them. Links in a campaign email are rewritten so they can be tracked, so a fetch like that is recorded as a click. That software does not necessarily load images, and an open is only recorded when a tracking image loads, which is why a click can appear with no open beside it. Some email providers also trigger opens automatically. The tell is timing: a click that lands within seconds of the send, from a recipient who never registered an open, points to the receiving mail system rather than a person.
Campaign activity
The Activity section at the bottom of the Performance tab lists who changed the campaign and when, newest first:
Created the campaign
Turned it on or off. If someone turns it on to send from a teammate's mailbox, the line also shows who it sends as.
After it has been turned on for the first time: changed the audience, the sender of a step, or CC or BCC on a step
When Rep or an agent makes the change, the line shows who it acted for. Changes made before this history was recorded aren't listed, so an older campaign may show only when it was created.
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 is not marked as bounced, so the contact is not blocked from future sends.
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.
If a campaign stopped because its sending account was disconnected, its overview shows Sending account disconnected. The account's owner can click Open Connectors, reconnect it, then turn the campaign back on. Anyone else can click Duplicate and send the copy from another account.
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 doesn't make it editable by you. Only its creator and anyone who can send from its sending account can edit 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.
A campaign that is switched off but has already sent at least one email shows as Sent. That reflects the toggle being off, not the sequence being finished, so a paused campaign and a finished one look identical in the list. Open the campaign and check the Recipients tab to see whether anyone is still mid-sequence.
To see a live campaign’s settings, open the campaign and use the overflow menu on the detail page. If you created the campaign, you can change its send windows, stop conditions and unsubscribe configuration from there while it is live. Everyone else sees them read-only, workspace admins included. Enrollment mode stays locked once a campaign is live, and the email steps and audience need a duplicate.
ℹ️ If your workspace runs out of credits while a campaign is active, the campaign pauses automatically and you get a notification. Restarting it is a manual step: once you have credits again, either by topping up or when your monthly allowance resets, switch the campaign back on with the Enabled toggle. Recipients who were partway through are held at the step they reached and carry on from there. Nobody receives an email twice.
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 when you can't edit the original.
ℹ️ If you duplicate a teammate’s campaign, the copy keeps their sending account when you are able to send from that account yourself. If you are not, it switches to your own account and swaps your signature into each email
Working with Rep
Rep can create, draft, update and publish 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
Add or remove specific recipients
Turn auto-enrollment on or off for a draft campaign
Publish a campaign. Rep checks that every email has content and a sender and that the campaign has recipients, lists anything you need to fix, and asks you to confirm before it starts sending.
Rep applies signatures automatically unless told otherwise. Campaigns Rep creates start with the same stop conditions as ones you build in the app. A campaign Rep created before 29 September 2026 starts with every stop condition off, including stop on reply - set them in Settings before you enable it. Learn how to use Rep →
FAQ
Does Clarify track opens on campaign emails?
Yes. Every campaign email includes a small, invisible tracking image, and an open is recorded when that image loads.
Are links in campaign emails rewritten?
Yes. Links are rewritten so clicks can be recorded, including the "Sent with Clarify" footer and the unsubscribe link. Your recipients still see the link text you wrote.
Can I turn off open or link tracking?
No. There's no setting to turn off open or link tracking, per campaign or for the workspace. On a paid plan you can remove the "Sent with Clarify" footer, which takes its link out of your emails - see "Sent with Clarify" footer above.
Will a web address I type stay as plain text?
No. When you type or paste a web address into the email editor, it becomes a link, so it's tracked like any other link. The address your recipient sees doesn't change.
Does a click stop the rest of the campaign?
Only when Stop on link click is on in the campaign's Settings. Security software that checks links can register a click before your contact reads the email, so consider turning it off for cold outreach and relying on replies instead. See Stop conditions above.