Campaign Step Types

When adding a step to your campaign, you have four options.


Compose a new email, or use a pre-existing template.

Use a Template Select one of your pre-existing templates
Save as Template Save the email you just composed as a new template
Add Content Upload a file to our server and receive a URL (pointing to the content) that can be tracked in your email
Attach Files Attach a file from your computer to the email (23MB size limit)

Learn the details about your sending options.


Set a reminder to follow-up with a contact via phone. You can also save notes to be used as a talk track during the call.


Following up on multiple channels is a great way to connect with leads. With InMail tasks, you can set up a reminder to reach out via LinkedIn.

Custom Task

Utilize custom tasks when the above options are not applicable. For example, you can invite a colleague to follow up with a lead via email.

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