This guide walks you through creating and launching your first outreach campaign in Enginy — from preparing AI-generated messages to monitoring performance and managing replies. By the end, you will have a running multichannel campaign and know how to track its results.

Make sure the following are in place before creating a campaign:

If you want to generate unique, personalized messages with AI for every prospect, you need to create AI Variables before building your campaign.

An AI Variable is a reusable prompt that tells Enginy how to research and return a specific piece of information for a Contact or Company. Think of it as a smart column: the AI reads the contact's attributes (name, job title, company, LinkedIn activity, etc.), optionally searches external sources, and returns the answer in a format you specify.

AI Variables are used for two purposes in campaigns:

Recommended prompt structure for messages:

Once created, AI Variables appear as columns in your lists. Run them before launching a campaign so that each contact has its personalized message ready:

AI Campaign prompts control how the AI Agent continues a conversation after a lead replies to your automated sequence. Once a lead replies, the automated sequence stops for that contact, and the AI Campaign prompt takes over to handle the follow-up conversation.

Enginy includes pre-built templates such as AI Sales Agent and AI Recruiting Agent that you can customize or use as-is.

When a lead replies to a campaign message, you have three options for how to handle the follow-up:

Navigate to Campaigns from the left menu and click + Create Campaign. Choose Create from scratch or Create from template. The campaign creation wizard has four steps.

Define the basic configuration and design your outreach flow:

For actions with a message body, choose between Generate with AI (uses an AI Variable) or Manual (write the message yourself, optionally using personalization variables).

Conditions branch the sequence into Yes or No paths:

By default, each action executes as soon as possible after the previous one. To add a delay, click the As soon as possible label at the top of the action box and configure the wait time in days.

Add contacts to the campaign using one of two methods:

Configure how the AI Agent handles conversations after a lead replies:

You can also simulate replies as the lead to test how the AI would respond under your current prompt.

Define the operational settings for the campaign:

If you are not ready, close the wizard — the campaign is auto-saved as a Draft under Campaigns > Draft.

Enginy provides pre-built campaign templates organized by complexity. Templates are fully customizable — edit messages, add or remove steps, and adjust the sequence.

Click any campaign card to open the Campaign View. It is organized into three tabs: Overview, Audience, and Activity.

The Overview tab is your performance cockpit. It shows high-level KPIs across channels.

All Channels gives global totals: Total contacts, Started, Contacted, Replied, Positive.

LinkedIn metrics: Engaged, Invited, Accepted, Contacted, Replied, Positive.

Email metrics: Sent, Clicked, Replied, Positive, Bounced.

Tasks metrics: Pending, Completed.

Below the metrics, a sequence flow preview shows the number of leads at each step, helping you see where leads are progressing or getting stuck.

The Audience tab shows who is in the campaign and their current state. Status chips at the top filter the list:

Click any row to open a side panel with the lead's profile, timeline of steps, and error details (if any).

Lists all actions performed in the campaign (excluding conditions). Filter by stage, recipient, or date to audit what happened and when.

The Inbox is a centralized communication hub where you manage all conversations with leads across Email, LinkedIn, and Tasks. It brings every interaction into one interface.

The Inbox is divided into four columns:

Tags categorize conversations based on lead intent. Enginy includes default AI-powered tags that are automatically applied when leads reply:

You can also create custom tags with specific instructions so the AI knows when to apply them. Tags are dynamic — they update as the conversation evolves.

From the Chat View, you can:

Use the campaign's Overview tab to track performance in real time.

Switch between All Channels, LinkedIn, Email, and Tasks to see funnel metrics for each channel. Key metrics include:

The Tagged Conversations widget shows how replies are categorized (e.g., Interested, Not Interested, Bad Timing, Meeting Booked). Filter by All, LinkedIn, or Email to spot patterns in objections and outcomes.

A sequence flow preview shows the number of leads at each step, including waits, actions, and branches. Use this to identify where leads are getting stuck and optimize your sequence timing or messaging.

Connection request limits:

Optimal sequence: 2-3 LinkedIn touches are most effective. Connection request, a first message after acceptance, and one follow-up.

Message chunking: Break a long message into 3-4 short chunks sent immediately one after the other. This mimics natural typing and feels more conversational.

Invitation timeout: Set a timeout (e.g., 14-15 days) on connection requests. If not accepted, the sequence continues through the "No" branch.

Withdrawal management: Enable automatic withdrawal of pending invitations (e.g., after 7-15 days) from Identities > Configuration > LinkedIn > Withdrawals. After withdrawal, LinkedIn blocks new invites to the same person for 3 weeks.

Common mistakes to avoid: Generic templates (always personalize), sending too many messages (stick to 2-3), and poor targeting (use Contact Score to identify the best contacts).

Recommended sending limits:

Using multiple email addresses: Connect multiple addresses and use the Shuffle setting to rotate between them. For example, 3 inboxes at 30 emails/day each give you 90 emails/day total while keeping each within the safe zone.

Deliverability essentials:

You have launched your first campaign, configured your AI Agent, and know how to monitor performance and manage your Inbox.

From here you can:

You are now fully onboarded on Enginy. If you have any questions, reach out to the team via the chat bubble in the bottom right corner of the screen.

The automated sequence for that contact stops immediately. No further scheduled steps will execute. You can handle the follow-up manually, use AI Copilot mode (review and send AI-suggested replies), or use AI Automatic mode (AI replies without approval). In all cases, only the conversation follow-up continues.

Yes. You can add contacts at any time from the campaign's Audience section, from the Contacts list, or by linking an entire list. New contacts start at the beginning of the sequence.

You can modify delays between actions, AI Variables for each messaging step, and the audience. However, you cannot add new steps or remove existing ones from a launched campaign. If you need a different flow, duplicate the campaign and edit the copy before launching.

The contact is removed permanently from that campaign. You cannot add the same contact back to the same campaign later. Double-check before removing.

Check the substatus in the Audience tab. Common reasons include: Scheduled (waiting for the time delay to pass), Identity limits (daily connection request or message limit reached — resets the next day), Waiting to connect (pending LinkedIn acceptance), Outside working hours (the identity's working hours have ended), or Connection withdrawn (3-week cooldown before retry).

Set up SPF, DKIM, and DMARC on your sending domain. Warm up new email addresses for at least 2 weeks before launching campaigns. Keep daily volume at ~30 emails per address (never exceed 80). Use AI Variables to personalize every message. Avoid file attachments (use links instead). Connect multiple email addresses and rotate them using the Shuffle setting.