Campaigns send multi-step email sequences to contact lists. Each contact receives 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 — you can create one without it)
A contact list with 1,000 people or fewer
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:
Active campaigns cannot be edited. Disable the campaign to make changes, then re-enable to resume sending.
Images and attachments are not yet supported in campaign emails.
How campaigns work
Email threading
Each campaign step sends as a separate email thread. Steps do not chain into a single thread, regardless of subject line.
Enrollment behavior
Choose between two enrollment modes in campaign settings:
Dynamic: 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.
Fixed: A one-time enrollment of the current list members. New additions to the list are not enrolled.
Dynamic enrollment is enabled 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 cancelled for that contact.
Stop on click: When a contact clicks a link in any campaign email, remaining emails are cancelled. 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.
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.
Email signatures
Campaign emails use your signature configured in Settings → Account → Preferences, under the Profile section. The signature is injected into the email editor so you can see 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, configure it under Settings > Connected Accounts — click your account and add the alias. 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.
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 1,000 people or fewer. This prevents mass sends that trigger spam filters.
Bounced emails are removed automatically. Continued sending to invalid addresses damages sender reputation.
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.
Create a campaign
1. Go to Campaigns > Add Campaign
2. Under Audience, select a contact list
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. 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 Configure to adjust settings:
Enrollment behavior: Dynamic (auto-enroll new list members) or Fixed (one-time enrollment)
Stop on Reply: Toggle whether replies cancel remaining emails
Stop on Click: Toggle whether link clicks cancel remaining emails
Send time windows: 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. All times use your account timezone. Emails scheduled outside the window are held until the next open window.
7. Click the Preview tab to verify variable resolution for specific contacts
8. Click Enable Campaign to start sending immediately, or select Schedule send to 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 enable a campaign without selecting a list and connecting an email account.
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
Reply rate — percentage of intended recipients who replied (CC/BCC replies excluded)
Bounce rate — percentage of emails that bounced
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
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, you can:
Pause a recipient — stops their remaining emails
Resume a paused recipient — continues their sequence
ℹ️ On the Campaigns tab, you can filter between campaigns created by you (My Campaigns) and All Campaigns in your workspace
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 set to dynamic)
Off: Stops all sending
Re-enabling resumes sending. Recipients who already received an email won't receive it again.
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.
ℹ️ If you duplicate a different users 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
Report on your campaign performance
Rep applies signatures automatically unless told otherwise. Open Rep with Cmd + J (Mac) or Ctrl + J (Windows), or press /.