To create a new campaign:
Navigate to the Campaigns section from the left side menu.
Click + Create Campaign at the top right.
A modal opens where you can choose how to start your campaign: Create from scratch or Create from template. Templates are pre-built workflows you can fully customize — edit the messages, add or remove steps, and adjust the sequence to match your strategy. They’re the fastest way to get started because they provide a proven structure tailored to common outreach use cases.
The campaign creation wizard has four steps.
Step 1 — Sequence
Define the basic configuration for your campaign:
Field | Description |
Campaign name | Give a descriptive name to the campaign. By default it is named [Identity name]'s Campaign. |
Campaign Identity | Assign the Enginy identity to link to this campaign. Determines the LinkedIn profile and/or email used. Mandatory to continue with the setup. |
Campaign Audience | Select a list or contacts individually to add them to the campaign. |
After defining the basics you can proceed with the design of the logic of actions and conditions from Start to End.
Click + to add an action or a condition at any point in the sequence. The sequence moves forward step by step as long as the lead hasn’t replied and the wait time for the next step has been reached. If the lead replies to any message, the sequence stops for that lead (they won’t receive further automated steps).
Available Actions
Action | Description |
Visit Profile | Visits the lead's LinkedIn profile. |
React to Last Post | React to the lead’s most recent LinkedIn post using one of the available reactions: Like, Celebrate, Support, Love, Insightful, or Funny. You can also select Most Reacted to automatically use the reaction type the post has received the most. |
Send LinkedIn Connection | Sends a connection request on LinkedIn. |
LinkedIn Message | Sends a direct message to a 1st-degree connection. |
LinkedIn InMail | Sends an InMail message (requires InMail credits). |
LinkedIn Attachment | Sends a LinkedIn message with an attachment. |
LinkedIn Voice Message | Sends a voice message on LinkedIn (record or upload). |
Sends an email from the connected email account. | |
Task | Creates a manual task (for example, a reminder to call the lead). |
Add to another campaign | Moves the lead into a different campaign. |
For the actions that include a message body (LinkedIn Message, LinkedIn InMail, LinkedIn Attachment, Voice Message, and Email) you can choose between:
Generate with AI — Uses AI variables to generate a personalized message dynamically for each contact.
Manual — Write the message yourself, optionally using personalization variables (e.g., first name, company name) or even AI variables within a message template.
Note: For LinkedIn messages you can make them feel more natural by bundling multiple short messages and send them like a real chat.
Important: AI-generated messages are available at no additional credit cost. It will just consume the credits for the AI variable to be generated, but no extra cost.
Available Conditions
Conditions branch the sequence into two paths (Yes or No) depending on whether the condition is met:
Condition | What it checks |
Accepted LinkedIn connection | Has the lead accepted the connection request within X days? |
Is already a connection | Is the lead already a 1st-degree LinkedIn connection? |
Has been contacted | Has the lead been contacted by some identity, within a determined time and channel? |
Has LinkedIn Profile | Does the lead have a LinkedIn profile? It actually checks if it has filled the field LinkedIn Profile ID, not LinkedIn Profile URL. |
Has Professional Email | Does the lead have an email address? It checks Professional email field. |
Has Mobile Phone | Does the lead have a phone number? It checks Mobile Phone field. |
Custom condition | Build a condition based on any variable of your choice. |
Timing Between Actions
By default each action executes immediately as soon as possible after the previous one. To add a delay, click the As soon as possible label at the top of the action box and configure the wait time in days.
Step 2 — Audience
To add an audience there are two options:
Contacts from list — Select an existing contact list to add all its contacts to the campaign at once.
Contacts individually — Browse and filter the full contacts view to add specific leads one by one.
If you choose Contacts from list, you can use some filters to find the list in an easier way:
Filter | Description |
Search box | Finds a list by name as you type. |
Most Recent / Alphabetical | Sorts lists by most recently created so the latest ones appear first or by alphabetical order. |
Created by | Filters lists by the workspace user who created them. |
Date | Filters lists by a date range (when the list was created). |
Tags | Filters lists by one or more tags assigned to the list. |
If you select contacts individually, a modal opens with the All Contacts list. From there, you can filter by any of the fields currently visible in your list view, select the contacts you want, and click Add “X” contacts to a campaign.
Note: You can also add contacts to a campaign later directly from the Contacts list.
Step 3 — AI Agent
In this step, you configure how the AI Agent will support (or fully handle) conversations after a lead replies.
Preview
The left panel shows a conversation preview for a sample lead from your audience so you can validate tone, AI variables or manual messages, and formatting. You can also simulate replies as the lead to see how the AI would respond under your current prompt and settings.
AI Conversation Continuation
If a lead replies to a message in the sequence, the automated sequence stops for that lead. You can then handle the follow-up conversation in three ways:
Manual handling — You or your team respond manually.
Copilot mode (AI Suggestions) — Select an AI Campaign prompt by clicking the Edit Prompt button. The AI will suggest a reply for you to review, edit, and send. You can modify the prompt in the editor and save the changes.
Automatic mode (AI Replies) — Click the Enable button. The AI will generate and send replies without your approval.
Important: In all three modes the automated campaign sequence for that contact is halted once they reply. Only the conversation follow-up continues (manual or AI).
Conditional Campaigns
Conditional Campaigns let you create flexible, rules-based sequences that adapt to each contact's unique data and behavior. Instead of building separate flows for different scenarios (email only, LinkedIn only, task only), you can create one campaign that adjusts itself based on what each contact has available and how they interact with your outreach.
Building Dynamic Sequences
Here is an example of a conditional campaign sequence:
Check: Has LinkedIn Profile URL?
Yes: Visit Profile
No: Has Professional Email?
Check: Is the lead already a LinkedIn connection?
Yes: Send a LinkedIn message.
No: Send a connection request. Then proceed to step 2.
Check: Was the connection accepted within 15 days?
Yes: Send a LinkedIn message.
No: Proceed to step 3.
Check: Does the lead have an email?
Yes: Send an email.
No: Proceed to step 4.
Check: Does the lead have a phone number?
Yes: Create a task to call.
No: End the sequence.
This logic can be built entirely in the visual sequence editor with conditions and branching paths.
Step 4 — Settings
In this final step, you define the operational settings of the campaign: how it’s organized, prioritized, and whether it should sync data back to your CRM before you launch it.
Setting | Description |
Tags (optional) | Add tags to classify the campaign (for reporting, filtering, and organization). You can select existing tags or create new ones by typing. |
Folder (optional) | Choose the folder where the campaign will be stored, so it stays organized in the Campaigns dashboard. |
Prioritization | Sets the campaign priority (Low/Medium/High) to control which runs first within LinkedIn an email rate limits. Useful when multiple campaigns compete for limited daily sending capacity. |
Contacts CRM Sync | If enabled, syncs contact-level data and updates to your CRM. You can choose: No / Yes / Only when a contact replies. |
Conversations CRM Sync | If enabled, syncs conversation activity (messages/replies) and related engagement data) to your CRM Activity. You can choose: No / Yes / Only when a contact replies. |
Skip contacts with prior conversations | When enabled, the platform checks your LinkedIn inbox before sending. If a conversation already exists with a contact, the campaign won’t message them. Helps avoid duplicate outreach. |
Note: The skip contacts with prior conversations only works for LinkedIn messages that have been sent through Enginy.
Important: If your sequence includes Task steps, you can’t disable Contacts CRM Sync — it’s mandatory. The system needs the contact to exist in the CRM in order to create and assign the task there.
Also, task completion is bi-directional: marking a task as done in either the CRM or the platform will update the status in the other system as well.
In addition, if the Campaign contains the email channel, there are two more settings:
Setting | Description |
Email Inbox | Select which email inboxes to use for the campaign. Suffle will rotate between all available inboxes for better deliverability. |
Email tracking (optional) | Enable Track email opens (tracks when your email is opened using a pixel; this can trigger spam filters) and/or Track link clicks (monitors if links in your emails are clicked; this may increase spam risk). |
Once these settings are defined, you can Launch the campaign (or Save and exit to continue later).
Review the campaign details, sequence flow, and target contacts.
If everything looks correct, click Launch.
Your campaign will move to Campaigns > Active.
If you’re not ready yet, you can close the campaign creation wizard at any time without losing progress — the campaign is auto-saved as a Draft. You can find it later under Campaigns > Draft.