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Introduction

Campaigns in FirstQuadrant are used for sending personalized sequences of emails to a large group of contacts. They are ideal for outbound outreach, customer reactivation, and broad announcements—any situation where tight control over messaging and timing is required.

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What is a campaign?

A campaign is a powerful tool for reaching multiple contacts at once with a series of emails. It allows your team to design, schedule, and personalize mass outreach while maintaining control over the content and flow. Campaigns can be used for:
  • Outbound prospecting—reaching brand-new leads you’ve never spoken to
  • Customer reactivation—re-engaging segments that have gone cold
  • Announcements—broadcasting important updates such as product launches
Campaigns should always be used when you want to send a sequence of emails to a broad group of people with personalized messaging and timing control. Every campaign in FirstQuadrant ultimately aims to generate deals—once someone replies with interest, a deal is automatically created.

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Campaigns overview page

When you navigate to the Campaigns section from the sidebar, you’re brought to the overview page. This lists all existing campaigns along with the following columns:
  • Name: The campaign title
  • Status: Indicates whether the campaign is in “Draft” or “Running” state
  • Progress bar: Displays visual breakdown of campaign status

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Campaign status

Campaigns can be in one of two states:

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Draft

No emails are currently being sent. This includes new campaigns or paused ones.

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Running

Emails are currently being sent to contacts in the campaign.

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Progress bar breakdown

Each campaign has a progress bar divided into four segments:
  • Completed: All emails in the sequence have been sent
  • Running: Some emails in the sequence have been sent; others are pending
  • Draft: Emails are drafted but not yet sent to these contacts
  • Backlog: Contacts are added, but email drafts have not yet been generated
Hovering over the progress bar shows the exact number of contacts in each state. This provides visibility into how the campaign is performing and whether additional contacts need to be added.

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Stopping a campaign

You can stop any running campaign by toggling it off. When doing so, you’ll be prompted to choose one of two options:

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Soft-stop

No new sequences will be initiated. However, sequences that have already started (i.e., at least one email has been sent) will continue until completed.

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Hard-stop

All sequences are terminated immediately. Even ongoing email sequences are interrupted, and no additional emails will be sent.