Launch and monitor
Start a campaign and read how it is doing.
Launch from the wizard, or later from the campaigns list. A draft needs leads and at least one send step.
Launch from the wizard
- Finish Leads, Sequence, and Settings.
- Click Launch.
- In Launch Campaign?, click Launch Campaign.
The dialog says Obert will resolve leads from your lists, assign senders, and start the workflow. Cancel keeps the draft.
If something is missing, Finish setup before launching lists it. Click Go back and fix.
Launch from the list
- Click Campaigns in the left sidebar.
- Right-click a Draft.
- Click Launch.
Save and exit on the wizard stores the draft without starting it. You can launch that draft from the list.
Pause and resume
- Right-click an Active campaign.
- Click Pause.
Right-click a Paused campaign and click Resume.
Select several campaigns to use Go Live, Pause, Duplicate, or Delete on the selection bar.
Read the results
Open the campaign. Overview shows:
| Card | What it counts |
|---|---|
| All leads | Everyone on the campaign. |
| In progress | Leads still moving through the sequence. |
| Finished | Leads who completed the sequence. |
| Review needed | Drafts waiting for approval. |
| Awaiting | Leads waiting on the next step. |
| Failed | Steps that failed. |
| Skipped | Steps that were skipped. |
| Paused | Leads you paused. |
| Acceptance | LinkedIn connection acceptance rate. |
| LinkedIn reply rate | Replies to LinkedIn messages. |
| Email reply rate | Replies to Send email. Shown when the sequence sends email. |
The campaigns list shows Acceptance, LI Reply, and Progress for each campaign. Email Reply is included when the sequence sends email.
Sequence is the path. Leads is each person. Settings is senders and exclusion rules.