This is the article where everything comes together. With a brand created, accounts connected, and leads loaded, you can build a campaign that reaches your prospects across email, LinkedIn, X, Instagram, WhatsApp, and Telegram from a single workflow.
We are going to walk through the whole thing. Create a campaign, build the workflow, personalize the messages, set the schedule, run a test, and launch.
Start a new campaign
From the sidebar, click Campaigns, then click New campaign.
Give it a name. Use something descriptive that you will recognize in three weeks (for example US Founders Q1, or LinkedIn into Email Founders). The name is for you and your team, not the recipients.
Click Create. You land on the campaign builder with three tabs: Audience, Workflow, and Schedule.
The order you fill these in does not matter, but Audience and Workflow are usually the parts that take the longest, so it is worth starting with them.
Set the Audience
The Audience tab is where you pick which leads the campaign will target.
Click Add list.
Pick one or more Lead Lists. You can combine multiple lists into one audience.
If you want, add filters on top of the lists. Common filters are country, company size, job title, and tags.
The Eligible count at the top of the tab updates live. This is the number of leads who actually meet every condition and have the channel fields the workflow requires.
If the Eligible count is much lower than the total of your selected lists, scroll down and look at the Filtered out reasons. The most common reason is missing channel fields. If your workflow includes a LinkedIn step but half your leads do not have linkedin_url, those leads cannot enter the campaign.
You can come back and adjust the Audience after the workflow is built. The two tabs talk to each other.
Build the workflow
The Workflow tab is the visual builder. You start with a Start node and you drag steps onto the canvas that connect into a sequence.
The step types are:
Email. Sends an email through one of your connected mailboxes. Has a subject line, body, and attachment slots. Supports variables.
LinkedIn connect. Sends a connection request from your LinkedIn account. Has an optional invite note (the small message that appears with a connection request).
LinkedIn message. Sends a direct message on LinkedIn. Requires a previous connection.
LinkedIn InMail. Sends an InMail to someone you are not connected to. Requires Sales Navigator or LinkedIn premium.
LinkedIn voice note. Sends a recorded voice note on LinkedIn. Used after a successful connection.
LinkedIn profile visit. Visits a profile to trigger the View notification.
X DM. Sends a direct message on X.
Instagram DM. Sends a direct message on Instagram.
WhatsApp message. Sends a message on WhatsApp.
Telegram message. Sends a message on Telegram.
Wait. Pauses the sequence for a fixed time, like three days or one week. Use this between sends so leads do not get hammered.
If condition. Branches the sequence based on lead behavior. The most useful condition is If replied, which sends leads down a different path (or out of the sequence entirely) as soon as they reply on any channel.
A typical multichannel sequence looks like this: LinkedIn profile visit, then a Wait of one day, then a LinkedIn connect request, then a Wait of three days, then an Email, then a Wait of five days, then a follow up Email, with an If replied condition stopping anyone who responded along the way.
To add a step, click the plus button on any existing node and pick the step type. Connections between nodes are drawn automatically when you place a new step.
Personalize with variables
Inside any message body, type the open curly brace and you will see a list of variables you can insert. The standard ones are firstName, lastName, company, title, and city. Custom CSV columns also show up here as custom_1 through custom_5.
For email, you can also use spintax to vary phrasing across sends. Spintax lets you list two or three options separated by a vertical bar inside curly braces, and BrandJet AI picks one at random per send. This helps avoid the pattern detection that Gmail and Outlook use against templated cold mail.
The Variable preview button at the top of the Workflow tab shows you the message with real values from a sample lead in your audience. Use it to catch obvious problems, like a missing first name fallback.
Send a test
Always send a test before you launch.
Click Preview and test in the top right of the Workflow tab.
Pick a sample lead. The preview shows the rendered message using the data on that lead.
Click Send test. The message is sent to your own email address or social account, depending on the step you tested. It is delivered using the same account the campaign will use.
Check what arrived. Look at the subject line, the body, the variables, and the formatting. Test from at least two different sending mailboxes if your campaign uses more than one.
If you do not receive the test, the most common cause is that your inbox is filtering test mail into spam. Check there first. If it is still missing, check the Activity log for the campaign, which records every send attempt.
Set the Schedule
The Schedule tab controls when the campaign sends and which mailboxes (or social accounts) it sends from.
Sending window. By default the campaign sends on weekdays from 9 AM to 5 PM in your selected timezone. You can change this to fit your audience. For US targets, US Eastern is the safest default. For mixed regions, lead local time uses the lead country to schedule sends in their working hours.
Sending accounts. Pick which connected accounts the campaign rotates between. The more accounts you include, the more total daily volume the campaign can push. BrandJet AI distributes sends across them automatically.
Daily caps. Each account already has its own daily cap from Set up a sending domain and email warmup. The campaign respects those caps. You can also set a campaign level cap if you want to throttle the campaign on top of the per account limits.
Launch checklist
Before you click Launch, run through this list:
Audience has at least one lead in the Eligible count.
Every message step has a body and (for email) a subject.
Variables have fallbacks for any field that might be missing in your data (firstName fallback to friend, company fallback to your company).
At least one sending account is selected in the Schedule tab.
You have sent a test and received it.
The Wait times between steps are reasonable. We recommend at least three days between consecutive sends on the same channel.
When everything checks out, click Launch. The campaign moves to Active and BrandJet AI starts processing leads through the workflow.
Common launch errors
No accounts connected for channel. A step uses a channel you have not connected. Connect that account first.
No leads eligible. Audience filters are excluding all leads, or leads do not have the channel field the workflow needs. See Upload or find your leads for the four common causes.
All messages show Failed. The sending account broke between when you wrote the campaign and when you launched. Reconnect it from Accounts.
Test emails not received. The test went to spam. Check your spam folder. Also check the campaign Activity log, which shows whether the send attempt succeeded at our end.
Personalization variables pulling wrong values. The lead data has a typo (firstName written as Firstname in your CSV, for example) or you are previewing on a different lead than the one you are looking at. Re run Variable preview on the exact lead.
Pausing and editing a live campaign
You can pause a running campaign at any time from the campaign header. Pausing stops new sends immediately. Leads already mid sequence will stay where they are. When you resume, they continue from the same step.
You can edit messages and Wait times on a live campaign without pausing. Changes apply to future sends only, not to messages that have already gone out.
You can add or remove leads from the Audience on a live campaign too. Removed leads stop receiving any further sends. Added leads enter at the first step of the workflow.
What to do next
The campaign is launched. As replies come in, they will land in Unibox. Read Manage replies in Unibox for the inbox walkthrough.