Campaigns

You can quickly navigate to Campaigns with G then H. See all keyboard shortcuts. Campaigns in Spott allow you to contact multiple recipients through automated multi-channel sequences. Campaigns help you send personalized messages, follow up automatically, and track replies and engagement from a single place. Each campaign consists of one or a sequence of steps, enrolled recipients, and timing rules that define when messages are sent. Use the filters, sorting, and search bar on the Campaigns page to keep a large set of campaigns organized. Make sure Outreach Campaigns are enabled in the settings before proceeding. You can find this under Settings > Features > Communication.

​

Campaign types

When you create a campaign, you pick a type, which decides what context the sequence is built around:

• Generic Outreach Campaign: a message sequence that only uses the recipient as context. No job or candidate is required, so this is the most flexible option for general outreach.
• Present Job to Candidates: a message sequence to contact candidates about a specific job. A job must be set as context.
• Present Candidate to Contacts: a message sequence to present a candidate to hiring managers without an active role. A candidate must be set as context.

​

Create a new outreach campaign

​

1. Navigate to Campaigns

In Spott, go to Campaigns

• Click New campaign in the top right
• Give your campaign a name, a type, a job, and a default stage
• You can also create Campaigns from a template, so you can reuse best practices from other sequences. See campaign templates
• New campaigns are created in Draft status

​

2. Draft your campaign

In the campaign editor, you can add one or more steps by clicking Add step to sequence. Steps are grouped into Automated and Manual.

​

Automated Steps

The only fully automated step is:

• Email - Automated email, based on a template

For each email step, you can configure:

• Subject
• Email content
• Attachments, for example a brochure or a job description that goes out with the mail
• A booking link, so the recipient can put time in your calendar straight from the email. See the scheduler

You can use variables such as:

• \{ Recipient > First Name \}, inserts the recipient’s first name
• \{ Job > Name \}, inserts the job title associated with the outreach

Variables are automatically replaced when the email is sent. Type { in the body to open the variable picker, which also includes AI generated content and a Request updated CV link. Subject lines take plain text only, so the personalisation has to live in the message itself. When editing an email step, you can also use AI generated content to generate text based on a selected context and instruction. For example, you can ask AI to:

• Write in 3 bullet points, max 15 words each, why this opportunity is interesting for the recipient

​

Manual Steps

At the moment, the following sequence steps are manual:

• Manual LinkedIn connection request
• Manual LinkedIn message
• Generic Task, a reminder or to-do you complete yourself
• Phone Call
• Manual WhatsApp message

What this means is that when a contact reaches this step in the sequence, the message will not be sent automatically, neither will the LinkedIn request. Instead, a task is created in your task list, including the relevant contact details and message template prepopulated. See Examples here below: A manual step is written like an email step, with variables and AI content, and is assigned to a teammate, who gets the task when a recipient reaches that step. These tasks can be filtered out of your task list on their own, so you can work through a sequence’s calls or messages in one sitting. See tasks. Once you have completed the task, click on one of the two available action buttons:

• Complete & continue campaign - sends recipients to the next step in the sequence
• Complete & exit campaign - makes them exit the campaign after this step

​

3. Set timing and add steps

You can control when your campaign starts and how emails are spaced.

• Set a wait time between each email step, in business days or in hours. Hours are what you want for a same-day nudge; days for a normal follow-up rhythm
• Choose how many business days after enrollment the campaign starts for new recipients
• Add new steps to extend the sequence, each with its own timing

This allows you to control both the start and pacing of your campaign.

​

4. Enroll recipients

Recipients are not contacted until they are enrolled. To enroll recipients:

1. Open the campaign
2. Go to the Recipients tab
3. Add recipients
4. Click Enroll recipients

You can enroll recipients while the campaign is still in draft. You can also enroll them while it is live, in which case they start straight away rather than waiting for anything. You can also enroll people in campaigns from the candidate or contact view, from lists, or directly from the pipeline, by clicking the checkbox next to their name. That works one by one or in bulk: tick a whole filtered set and enroll them in one action. Selecting rows on a Companies, Jobs, or Opportunities table enrolls every contact linked to them in the same way. When you pick the campaign to enroll into, the picker shows more than its name, so you can tell two similarly named sequences apart before you commit a batch of people to the wrong one. Check the messages before they go out. The Recipients tab lists everyone with their run laid out step by step, so you can see exactly where each person is. Per recipient you can Preview the message as it will be sent, with their variables and AI content filled in, Pause run, or Unenroll them, without touching the rest. The buttons at the top do the same for everyone at once: Start all remaining runs and Pause all runs.

​

5. Configure campaign settings and start

From the campaign’s side panel you can control how messages go out:

• Delivery Window: the hours during which messages can be sent (for example 9:00 AM to 5:00 PM in your time zone), with a Business days only toggle
• Configuration: optionally enrich contact details automatically when they are missing, and skip steps automatically when no valid contact details are found. Automatic enrichment has three limits that decide whether it does anything for you: it applies only to recipients added after you switch it on, so turn it on before enrolling anyone; it enriches only what the next step needs, so an email step looks for an email address and nothing else; and a WhatsApp or manual step is a task rather than a send, so it triggers no phone enrichment at all. To have numbers and personal addresses ready in advance, run a bulk Enrich from the Candidates or Contacts view before you enrol the audience.
• Sender Settings: how the mail goes out.
  • The mailbox used. A campaign always sends from the mailbox of the person who created it.
  • The signature. It is not filled in for you: set it here, or your mails go out without one. See connected accounts.
  • Deliver to, which decides which email address each recipient is reached on. See Which address a recipient is reached on.
  • Threaded emails, which keep follow-ups in the same thread automatically when the toggle is on.
  • Delegated sending, on by default, which lets colleagues add recipients to, and start, a campaign you created.
• Exit Criteria: when recipients leave the campaign automatically, for example when a reply is received or a meeting is booked. You can also move recipients to a pipeline stage based on the outcome, with separate If replied and If no reply stage actions. Moving stage is only available on job campaigns, since a generic campaign has no pipeline to move anyone through.

Once your steps and recipients are ready, click Start Campaign. You can also start the campaign for one recipient at a time instead of the whole list, which is useful when you want to test the sequence on a few people first. Once a campaign is live, anyone you add to it starts automatically.

​

Which address a recipient is reached on

A person can hold more than one email address, and Deliver to in Sender Settings decides which of them a campaign uses. It offers three choices: On the default, Work or Personal, Spott resolves each recipient in this order and stops at the first address it finds:

1. A work address, taking the one marked primary, or the most recently created if none is marked.
2. The primary personal address.
3. The most recently created personal address.

If none of those exists, the recipient has no address and the step is skipped for them. The same resolution runs everywhere Spott picks an address for you, including a bulk email sent from Communication Actions on a table. Only campaigns expose the Deliver to choice; everything else behaves as Work or Personal. Emails are sent and tasks are created automatically based on the defined timing rules. Across your workspace, campaign emails leave in the order they were scheduled, first in and first out, whichever campaign they belong to. A campaign started this morning queues behind whatever was already waiting, and there is no way to push one to the front. Pausing a campaign does free its place in the rhythm for the others, which is the only lever you have when something urgent needs to go out first.

​

6. Track Progress

From the campaign home, you can track progress, including the campaign’s completion and its reply rate. A reply also ends the sequence for that person: Reply received is one of the campaign’s exit criteria, alongside Meeting booked, so nobody keeps getting follow-ups after they answer. Automated replies never count. An out-of-office bounce back into the thread does not register as a reply, does not pause the sequence, and does not take the recipient out of it, so somebody on holiday still receives the follow-ups waiting for them.

​

No unsubscribe link

A campaign goes out from your own mailbox as an ordinary one-to-one email, so it carries no unsubscribe link and no opt-out tracking. Nobody can remove themselves, and Spott has no suppression list for these sends. Someone who asks to be left alone has to be unenrolled by hand. That is the deliberate split with Marketing, which sends at scale, adds an unsubscribe link to every message, and suppresses future sends automatically. If your sequence needs an opt-out, either run it through Marketing or link to a form of your own in the body.

​

Managing a running campaign

You do not have to stop a campaign to adjust it:

• Pause and resume a running campaign at any time.
• Edit the message content of steps, even after the campaign has started.
• Duplicate a campaign back to draft to reuse it as a starting point.
• Unenroll individual recipients without affecting the rest of the run.

It is still easiest to finalize your sequence before you start, so plan the steps up front where you can.

​

Campaign templates

To reuse a sequence you run often, save it as a campaign template. Templates live under Campaigns → Campaign Templates, each with a Purpose (for example Generic Outreach Campaign, Present Job to Candidates, or Present Candidate to Contacts) and the teammate who created it. Click New campaign template to build one: give it a name and a Purpose, then build the sequence exactly as you would in a campaign. The editor is the same, side panel included, so the delivery window, configuration, sender settings, and exit criteria are saved with the template. Every other place Spott uses AI is mapped out in AI in Spott.