Campaigns are the core of MailBeast.ai. A campaign contains your email sequences, your leads, your sending schedule, and the accounts that send on your behalf. This guide walks you through creating a campaign and introduces the builder interface you will use to set everything up.
Open Campaigns from the sidebar.
Click the Create Campaign button in the top-right.
A drawer slides up asking for a campaign name.
Enter a clear name you'll recognize later (e.g., "Q1 SaaS Outreach" or "Product Launch Follow-up").
Click Create.
You land directly in the Campaign Builder, where you configure everything before launching.
Tip: You can create up to the limit allowed by your current plan. Check your plan limits under Settings if you're unsure how many campaigns you can run simultaneously.
Once you create a campaign, you land in the Campaign Builder. It is organized into five tabs along the top: Leads, Sequences, Schedule, Settings, and Performance Insights. The header shows the campaign name (editable), current status (Draft until you launch), and the Launch Campaign button on the right.
This is where you import and manage the contacts who will receive your emails. You can upload a CSV, add leads manually, or manage existing ones. Each lead carries data fields (first name, company, etc.) that you can use as variables in your emails.
The Sequences tab is where you write your emails. You build a multi-step sequence: the initial email plus follow-ups. Each step has its own subject line, body, delay timing, and optional A/B testing variants.
Configure when your emails go out: which days of the week, what time window, timezone, interval between sends, and daily sending limits. You can use simple mode for basic scheduling or advanced mode for fine-grained control per day.
Assign SMTP accounts to the campaign, enable or disable open and click tracking, configure text-only sending, set stop-on-reply behavior, bounce protection, and other campaign-level options.
Once your campaign is running, the Performance Insights tab shows analytics: emails sent, open rates, click rates, reply rates, bounce rates, and A/B test comparisons.
The tabs are laid out left to right in the order most users should work through them:
Leads - Import your contacts first. Without leads you don't know what custom CSV columns exist, can't preview emails with real data, and can't validate your variables. Get the audience locked in before writing.
Sequences - Write the emails. Now that variables are known, you can use them confidently and preview each step against real lead data.
Schedule - Set sending days, time windows, timezone, intervals, and daily limits.
Settings - Assign sending accounts, configure tracking (opens/clicks), set stop-on-reply / OOO-detection / bounce protection, and other campaign-level behavior.
Review and Launch - Send test emails to yourself, preview each step, then click Launch Campaign.
After launch, the Performance Insights tab fills with live metrics (opens, clicks, replies, bounces, A/B comparisons).
Why this order: Leads first means you discover your custom variables before writing - so you don't end up writing {{recentFunding}} and finding out half your leads don't have that field. Sequences come second because the email itself is the creative work, and it should reference the audience you actually have. Schedule and Settings are configuration details, best filled in after the audience and content are set. Review and test last - you can only catch real-world rendering issues once everything else is in place.
The Campaign Builder saves all sections together when you click the Save button in the bottom action bar. You do not need to save each tab individually - one save captures everything.
Your campaign stays in Draft status until you explicitly launch it. You can come back to edit it at any time.
When you click Launch, MailBeast validates your campaign:
At least one sequence step with content must exist
At least one lead must be imported
At least one SMTP account must be assigned
Schedule settings must be configured
If any requirement is missing, you will see a clear error message telling you what needs to be completed. Once all requirements are met, the campaign transitions from Draft to Active and emails begin sending according to your schedule.
Adding Leads to a Campaign - the right next step.
The Sequence Editor - once leads are in, write the emails.
