Overview
Launch outreach without duplicate enrolment or unsafe sending.
Before you start
Step-by-step guide
Step 1
Select a campaign, add prospects and complete the launch checks
Open /campaigns and select a campaign, add prospects and complete the launch checks.
Visual guidance · desktop
Eligible prospects are enrolled once and the campaign can run safely.
Open /campaigns and look for: enrolment summary and launch checks.
Expected result: Eligible prospects are enrolled once and the campaign can run safely.
If it fails: If the expected state does not appear, use the page retry action and confirm your workspace and permissions.
Tips
- Complete the workflow in the workspace where the underlying customer data belongs.
Common mistakes
- Working in the wrong workspace. Confirm the workspace switcher before making changes.
Troubleshooting
- The control is unavailable: Check your role, plan and integration health, then retry.
Best practice
Use this workflow to achieve: Launch outreach without duplicate enrolment or unsafe sending.
Continue in Gain Momentum
Open the feature for this guide when you are ready to apply it.
Open feature