Create a campaign
Ready to get your email campaigns rolling with Ubico? Awesome.
Here's a step by step guide to set up your first campaign.
Head over to Ubico’s overview page. Look for 'Campaigns' on the left side menu and click on it.
In the campaigns area, you'll see any campaigns that have been created within your organization.
On the top right, look for the button ‘Create Campaign’.
Click on the button to start building out your first campaign.
Think of a relevant name for your campaign, something that hints at what you’re aiming to do. It helps to keep things organized and goal-oriented.
Next, you’ll land on a page to set up your email campaign. Here’s where you start shaping your campaign.
Decide which group of contacts (segments) you want to reach with your campaign. You can pick just one or mix a few – whatever works best for your plan.
Once your segment is selected, choose which email accounts you'd like to send from. You can rotate between multiple emails to improve deliverability and keep your outreach feeling fresh. You also have the option to exclude specific segments from your campaign. This is completely optional.
Now, think about when you want your emails to fly out. We usually stick to normal work days and hours, but you can tweak this to fit your schedule or strategy.
If there are specific times you have in mind for sending those emails, you can set that up too.
Use Email activity tracking to improve the deliverability of your emails.
Clicking 'Next' brings you to the workflow tab. This is where your campaign really starts to take shape.
On the Workflow step, you've got a few ways to get started. You can use AI to generate your campaign by typing a prompt and picking a tone, choose from quick campaign types like Outbound, Inbound, A/B Testing, and more, or go with one of Ubico's ready-made templates if you want a head start. If you'd rather build it your way from the ground up, the Create from scratch option is right there too.
Use the visual builder to map out your campaign’s flow.
For each step in your workflow, you’ll decide what happens – whether it’s a call, an email, a LinkedIn touch, or anything else from the list.
You can choose to personalize messages at each step or set them up to go out automatically according to your workflow.
On the Goal & Exit step, you'll define what counts as a conversion for your campaign. The Default goal treats any reply tagged as Interested, Not Now, Forwarded, or Objection as a conversion. If that doesn't fit your use case, switch to Custom goal and set your own conversion criteria.
Below that, choose when people should exit your campaign. You can have them exit when they respond to a message (recommended for sales outreach), when they achieve your goal, when they stop matching the segment trigger, or let them run through the entire workflow without exiting early.
Finally, there’s a review tab where you can check over everything you’ve set up. If it all looks good, you finalize it, and your campaign is ready to go.
That’s it, You’re all set to get your email campaign off the ground with Ubico. Can’t wait to see what you create!
