# Campaigns

> Learn how to build a campaign, draft agent-written emails, filter recipients, and launch after you confirm the send.

Source: https://www.lev.com/docs/learn/campaigns/running-campaigns

Last updated: 2026-10-19

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Campaigns let you enroll CRM contacts in an email sequence that is not attached to a deal. You build the sequence, enroll recipients, and launch after you confirm an immediate send. A template step sends the same copy to every recipient. An agent-written step drafts a unique email for each person before you launch. Deal campaigns stay on the deal's Outreach page and are covered in [Launching a Deal](/learn/deals/launching-deals).

## Create a campaign {#create-a-campaign}

- **Open Campaigns** — Select *Campaigns* in the sidebar.
- **Read the list** — The table shows *Enrolled*, *Sent*, *Active*, and *Replies*.
- **Create the campaign** — Choose *Create campaign*.
- **Name it** — Enter *Name*, then *Create campaign*.
- **Choose the first email** — When the dialog shows *How to start this campaign:*, choose *Template email* or *Agent written email*. Drafting those emails is covered in [Agent-written campaign drafts](#agent-written-campaign-drafts).
- **Open the sequence** — On the campaign, select the *Sequence* tab. The *Recipients* tab is where enrollment and launch happen.

## Set sequence delays {#set-sequence-delays}

Each step after the first waits before it sends. The wait is either hours or business days.

- **Add a step** — On the *Sequence* tab, add the next email. Choose *Template email* for the same copy to every recipient. *Agent written email* is covered in [Agent-written campaign drafts](#agent-written-campaign-drafts).
- **Set an hour delay** — Select *hours*, then enter a whole number from 1 to 23.
- **Set a business-day delay** — Select *business days*, then enter a whole number from 1 to 90.
- **Set the send time** — Choose *Send at* for the ET send time on a business-day delay. An hour delay has no send time.
- **Read performance** — The *Sequence* tab shows *Sent*, *Active*, *Replies*, and *Bounced*.
- **Unlock a live step** — A live sequence step stays read-only until you choose *Unlock to edit*. Lock it again with *Lock this step*. The button on the step reads *Re-lock*. Changes apply to active and future recipients. A deal sequence uses this same lock.

## Agent-written campaign drafts {#agent-written-campaign-drafts}

An **agent-written** step drafts a unique email for each recipient before you launch, on a campaign opened from the sidebar. Deal sequences keep *Template email*; *Write with AI* on a deal composer is covered in [Launching a Deal](/learn/deals/launching-deals).

- **Add the step** — On a campaign opened from *Campaigns* in the sidebar, open the *Sequence* tab, add a step, and choose *Agent written email*. *Template email* sends the same copy to every recipient. *Change step type* switches an existing step.
- **Write the instructions** — Enter the prompt, or start from *Quick intro*, *Follow up*, or *Thank you*.
- **Draft the recipients** — Recipients in *Draft needed* are waiting on an agent-written email. Choose *Draft* on the recipient, *Draft selected (N)* for the recipients you checked, or the banner button *Draft N recipients*. The banner states that Lev Agent writes each message for you to review before anything sends. A row in *Sequence incomplete* is waiting on sequence copy, not a draft.
- **Edit a draft** — Open the recipient and choose *Edit this message*, then *Save changes*. Variables in the draft stay visible while you edit.
- **Regenerate** — Choose *Re-draft message* on the recipient menu, or *Regenerate drafts for this step* on the sequence step.

Sending an agent-written step charges credits. A recipient can pause when credits are insufficient. *Send test* and *Send now* stay on the campaign, after the drafts are ready.

## Filter recipients {#filter-recipients}

The *Recipients* tab lists everyone enrolled. *Filter recipients* opens *Status*, and each recipient sits in one status. A selected row can also show the contact's primary email and *Last contact*.

- **Ready to send** — Drafts are in place and the recipient can launch.
- **Draft needed** — An agent-written step still needs a draft. Drafting is covered in [Agent-written campaign drafts](#agent-written-campaign-drafts).
- **Sequence incomplete** — Shown on a pre-launch row when the sequence has no subject or message, in place of *Draft needed*. It is not a *Status* filter. The banner names the missing subject or message. *Draft* does not fill that gap.
- **Conflict** — The recipient is already live in another campaign or deal. Choose *Resolve and send* to take them off that campaign or deal and send them here. A mixed selection offers *Send the rest (N)* and *Resolve and send (N)*.
- **Active** — The recipient is in the sequence.
- **Paused** — The sequence is paused for that recipient. *Pause* and *Resume* are on the recipient menu. *Remove and resume* appears when something is blocking resume.
- **Exited** — The recipient has left the sequence. Selecting the group includes every exit reason.
- **Completed** — The sequence finished.
- **Replied** — The recipient replied, and the sequence stopped.
- **Cancelled** — You chose *Cancel* on that recipient, and they left the sequence.
- **Bounced** — The email bounced.
- **Declined** — The recipient declined.
- **Relaunched** — The recipient was relaunched onto another sequence.

*Exited* selects every reason in that group. *Clear filters* removes the status filter. *Cancel* on the recipient menu records the reason *Cancelled* inside that group.

## Enroll and launch {#enroll-and-launch}

Enrollment adds people. Launch is a separate step, and an immediate send asks you to confirm first.

- **Enroll recipients** — On the campaign, choose *Enroll*. From a CRM table, or a lead-results table that shows a *Campaigns* column, choose *Add to campaign*. *Create new campaign* is pinned in that menu. As you type a name, it becomes *Create “name”*.
- **Select recipients** — Check the rows you want. Choose *Select all*, or *Select all loaded* when more recipients are still unloaded.
- **Delete the campaign** — On the campaigns list, choose *Delete*. The confirmation says *This deletes the campaign and cancels recipients still enrolled.* Choose *Delete campaign* to confirm. Removing a campaign from a deal confirms *This removes the campaign from the deal and cancels recipients still enrolled.* That deal page is covered in [Launching a Deal](/learn/deals/launching-deals).
- **Review the row** — The row shows the contact's primary email. Open the recipient to see *Last contact* when a prior exchange exists. Choose *Open thread* to open the Inbox conversation.
- **Draft before you send** — If the banner says recipients need their messages drafted, finish that step in [Agent-written campaign drafts](#agent-written-campaign-drafts) before launch.
- **Send a test** — Choose *Send test* from the recipient journey or the draft editor. The test goes to you.
- **Open the send menu** — Choose *Bulk send* when recipients are ready.
- **Send now** — Choose *Send now* from the send menu.
- **Confirm the dialog** — Confirm the send on *Send campaign to …?* The first email cannot be undone.
- **Remove recipients** — Choose *Cancel* on the recipient menu.

Contact Overview activity records *Added to*, *Removed from*, and *Completed* for the campaign name. Chat can show campaign cards and draft previews. On a campaign page, chat hides the cards for that same campaign.

## How sequences behave {#how-sequences-behave}

Deal campaigns on the Outreach tab follow the same rules as sidebar campaigns. Open **Settings** on the sequence editor to review reply handling and delivery windows. Launch-specific steps live in **[Launching a deal](/learn/deals/launching-deals#campaigns--sequences)**.

## Campaign and sequence reference

**How does Lev handle replies during a campaign?**

Lev classifies inbound mail on connected threads and updates enrollments accordingly.

- **Same contact, same thread** — Lev pulls the reply into the conversation, updates placement or recipient status when AI tracking applies, and **exits** that person from the campaign sequence (same as a normal **Reply** in **Settings**).
- **Different contact, same thread** — When someone else replies on the outreach thread (for example a colleague you added on **To**), Lev pulls that message into the thread. Campaign handling follows the same reply rules for that enrollment.
- **Same contact, new thread** — Email that is not on the original thread may not attach automatically. Forward the thread to **assistant@lev.com** with deal context, or send from Lev to keep the conversation tracked. Off-platform handling is covered in [Launching a deal](/learn/deals/launching-deals#what-happens-after-you-launch).

**What happens when someone sends an out-of-office reply?**

Lev treats an out-of-office message as **OOO** in **Settings** and **reschedules** the campaign for that recipient instead of exiting the sequence. The next automated step waits until after the return window Lev can read from the message.

**Can I change the first email at launch without editing the campaign?**

Yes. When you launch into a campaign, edits in the composer **override the first email for that launch only**. They do not update the campaign's first step template. Follow-up steps always use the sequence copy—you change those on the **Sequence** tab, not in the launch composer.

**Can I add or remove steps after launch?**

Once the campaign has started for at least one recipient, you **cannot add or delete** steps. You can **unlock** a live step to edit subject or body (changes apply to everyone still scheduled for that step), and you can **turn follow-up steps on or off** for the whole campaign. See [Set sequence delays](#set-sequence-delays).

**Why would automatic follow-ups skip someone?**

**Skip follow-ups for active conversations** is always on. If the same person sits on **multiple placements** and is already in an active conversation on another placement, Lev skips automated follow-ups in this campaign while that other conversation is live.

**Can I turn follow-ups on or off for one launch only?**

No. Each follow-up step's on/off toggle is **campaign-wide**. It applies to everyone enrolled on that step—not only the batch you are launching now. Turning a step off cancels it for all recipients still waiting on it; messages already sent cannot be recalled.

**What if I launched with follow-up steps turned off?**

Steps that were **off** when someone entered the campaign are not scheduled for them. You can turn a step on later for recipients **still active** who have not reached that step yet, but Lev does **not** retroactively send follow-ups someone already skipped or finished past.

**How do delays and send times work?**

After the first email, each step waits **hours** (1–23) or **business days** (1–90). Business-day steps can set **Send at** for an Eastern Time send on the due day.

Campaign email sends only inside this window:

| Day | Send window (ET) |
| --- | --- |
| Monday–Thursday | 9:00 AM–6:00 PM |
| Friday | 9:00 AM–2:00 PM |

**Skip weekends & holidays** is always on. Due dates on a weekend or holiday roll to the next business day.

**Which holidays count as non-business days?**

Lev uses a **US federal holiday** calendar for business-day delays. You cannot add custom holidays or regional calendars today.

Observed holidays include New Year's Day, Martin Luther King Jr. Day, Presidents' Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Thanksgiving, and Christmas (including standard Monday or Friday observances when a fixed date falls on a weekend).