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How to Create a Simple Campaign

Follow these steps to get up and running with a Simple Campaign

Written by Lee

Simple campaigns are linear outreach sequences that run in the exact order you set.

Each prospect moves through each step one by one until they reply or the campaign ends. Simple campaigns support LinkedIn and email outreach, making them a strong starting point for structured outbound.

💡Unsure which campaign type to choose? Check out this article.

Step-By-Step Guide

Step 1: Create a New Simple Campaign

  1. Select "Campaigns" from the left menu.

  2. Select "New Campaign".

  3. Select "Pick Simple". The campaign builder screen will open.

  4. Enter your campaign name in "Campaign Name".

  5. Choose your outreach method:

  • "LinkedIn + Email", or

  • "Email only".

Step 2: Configure Your Campaign Settings

Review and update the available campaign settings.

You can select the "?" icon next to each setting to see a description inside the platform.

Here is a quick explanation of the main options:

  • Link Tracking: Tracks link clicks inside your email content.

  • Premium Only: Adds only prospects with LinkedIn Premium accounts from your search.

  • Include Prospects: Allows you to message prospects you are already connected to or have previously spoken with. If your search is a 1st-level connection search, this option must be enabled. In most other cases, this should be turned off.

  • Move Prospects: Allows you to add prospects to this campaign even if they are already in another campaign.

💡 Tip: Review these settings carefully before launching, especially if you are targeting 1st-level connections.

Step 3: Add Prospects to Your Campaign

  1. Select "Add Search" on the right-hand side.

  2. Choose how you want to add prospects.

Most users add prospects using:

  • A Sales Navigator search link.

  • A CSV upload.

To add a search link:

  1. Paste your URL into "Paste Link Here".

  2. Select how many prospects you want to add.

  3. Select "Add Search".

Interceptly will begin importing prospects into your campaign.

Step 4: Add Steps to Your Campaign

  1. Select the orange "+ Add Steps" button.

  2. Choose your step type from the list. Available steps may vary by plan.

After adding a step:

  1. Select the step to open the editor.

  2. Update the message content.

  3. Set the delay from the previous step.

  4. If it is an email step:

    • Add a subject line.

    • Add a signature.

    • Choose the sending accounts.

  5. Select "Save Step".

  6. Repeat this process to build your full sequence.

💡 Tip: To pull in a prospect’s contact details and work experience, add a "View Profile" step after the connection step.

Step 5: Launch Your Simple Campaign

Once your steps are complete:

  1. Select "Save" or "Run Campaign" from the bottom center of the screen.

Your campaign will begin running based on your defined delays and settings.

To pause or restart a campaign:

  • Use the orange toggle on the main campaign screen.

🚨 Important: Always double-check your steps and delays before selecting "Run Campaign", as outreach begins immediately after activation.


Best Practices

  • Start with 3 to 5 steps before building longer sequences.

  • Keep your first message short and clear.

  • Set realistic delays to avoid sending multiple messages too quickly.

  • Test one campaign first before duplicating it for other audiences.

🎓 Note: Simple campaigns are ideal when you want a consistent, repeatable outreach flow without conditional logic.


FAQ

Q: What is a simple campaign?

A: A simple campaign is a linear sequence where every prospect moves through each step in the exact order you set.

Q: Can I use LinkedIn and email together in a simple campaign?

A: Yes, you can choose "LinkedIn + Email" when creating the campaign.

Q: Can I edit steps after launching the campaign?

A: You can pause the campaign, update steps, and then restart it using the toggle on the main campaign screen.

Q: Why are some steps not available to me?

A: Available steps depend on your plan and enabled features inside your workspace.

🚀 Success! You have created and launched your first Simple Campaign.

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