Inside a Campaign | Enginy AI

When you click any campaign card, you open the campaign and land on the Campaign View. From here you can monitor performance, manage the setup, and run quick actions like Launch, Edit campaign, View in Inbox, View in Table, Duplicate campaign, Save as a template, or Delete campaign.

General Information

At the top of the Campaign View you will find the main campaign metadata:

Field	Description
Identity	The identity used to run the campaign (the sender profile/account tied to outreach actions).
Campaign Status	Current campaign state (e.g., Draft, Active/Running, Paused, Scheduled, Archived). Determines whether actions can execute.
Priority	High, Medium, or Low. Controls execution order when there are daily limits or multiple campaigns competing for capacity.
CRM Sync	Whether campaign data is synced to your CRM (e.g., contacts and/or conversations depending on configuration).
Replies	Shows how replies are handled: manual follow-up, AI suggestions (copilot), or AI auto-replies (if enabled).
Launch Date	A timestamp of when the campaign was launched (useful to track when results started and compare performance over time).

Clicking the three dots button (…) opens a quick actions menu with:

Option	Description
Launch	Starts the campaign so the sequence begins running for the selected audience.
Edit campaign	Opens the campaign builder to modify the sequence, audience, AI Agent, and settings.
View in Inbox	Opens the Inbox filtered to show only conversations related to this campaign.
View in Table	Opens the campaign’s audience in table view so you can review contacts and campaign-related fields in a grid.
Priority	Sets the campaign priority (e.g., High/Medium/Low) to help you rank which campaigns should take precedence when daily limits apply.
Duplicate campaign	Creates a copy of the campaign (same structure/settings) so you can reuse it without starting from scratch.
Save as a template	Saves this campaign as a reusable template so it can be selected from the template gallery in future campaigns.
Delete campaign	Permanently removes the campaign (typically used to delete drafts).

The campaign view is organized in three tabs:

Tab	Description
Overview	Snapshot of campaign performance and progress across key steps (e.g., invited, contacted, replied), plus high-level engagement breakdowns.
Audience	View and manage the contacts included in the campaign (who’s in, their status, and any audience-level actions).
Activity	Full activity log for the campaign: what actions were executed, when, and for which contacts (useful for auditing and troubleshooting).

Overview Tab

The Overview tab is your campaign performance cockpit. It aggregates the key KPIs across channels (LinkedIn, Email, and Tasks) so you can understand how the campaign is progressing, where leads are getting stuck, and what’s driving replies and positives — without digging into individual conversations.

Outbound performance snapshot

At the top, you’ll see a high-level summary of outbound activity:

All channels gives you the global totals for the campaign.
You can switch to LinkedIn, Email, or Tasks to see channel-specific funnel metrics.

This view is designed to answer quickly:

How many contacts are in the campaign?
How many have started receiving actions?
How many were actually contacted?
How many replied — and how many replies are positive?

Channel breakdown

All Channels

Metric	Description
Total contacts	Total number of contacts included in the campaign.
Started	Contacts who completed at least one campaign step (the campaign has started for them).
Contacted	Contacts who received at least one outbound message (LinkedIn message and/or email).
Replied	Contacts who replied through any channel.
Positive	Contacts with replies tagged as positive (by AI or manually).

Metric	Description
Engaged	Contacts with at least one LinkedIn interaction (profile visit, post reaction, connection request, message, etc.).
Invited	Contacts who received a LinkedIn connection request from the campaign.
Accepted	Contacts who accepted the connection request.
Contacted	Contacts who received at least one LinkedIn message.
Replied	Contacts who replied to a LinkedIn message.
Positive	Contacts with LinkedIn replies tagged as positive.

Note: If a connection request was previously withdrawn, LinkedIn blocks new invites to that contact for 3 weeks. Enginy will automatically resend the invitation once the cooldown period ends.

Email

Metric	Description
Sent	Emails successfully sent as part of the sequence.
Clicked	Contacts who clicked at least one tracked link in an email.
Replied	Contacts who replied via email.
Positive	Contacts with email replies tagged as positive.
Bounced	Emails that failed delivery (couldn’t be delivered).

Tasks

Metric	Description
Pending	Tasks created by the campaign that are still open.
Completed	Tasks marked as done (in Enginy or in your CRM, if sync is enabled).

Tagged Conversations

The Tagged Conversations widget shows how replies and conversations are being categorized (e.g., Interested, Not Interested, Bad Timing, Meeting Booked, languages, countries, etc.).

Use it to:

Spot patterns in objections and outcomes.
Filter the breakdown by All, LinkedIn, or Email.
Understand what’s driving “Positive” beyond raw reply rate.

Notes:

Click any tag to jump to the corresponding Inbox folder and view only the conversations labeled with that tag.
Only tags added to conversations within the selected period are shown.

Progress by action

Below the channel metrics, you’ll see a sequence flow preview showing the number of leads currently at each step (including waits, actions, and branches/conditions). This helps you quickly understand how leads are progressing through the campaign and where they might be getting stuck.

Tip: Click View activity on any step to jump to the Activity tab already filtered to that step.

Audience Tab

The Audience tab is where you manage who is in the campaign and what state each lead is in right now. It’s the best place to monitor reach, spot blockers (errors/pauses), and take bulk actions.

Status Summary

Each status chip is clickable and filters the table to show only leads in that state.

Status	Description
Total audience	Total number of leads included in the campaign.
Not started	Leads that haven’t reached the first step yet.
In progress	Leads currently moving through the sequence (they’re still “running” for this campaign).
Paused	Leads that are paused and won’t advance until resumed (paused at lead-level or because the campaign is paused).
Error	Leads blocked by an issue preventing the next step from executing (e.g., message too long).
Finished	Leads that reached the end of the sequence without replying (including cases where an email bounce ends their path).
Replied	Leads who replied to a message. Once a lead replies, the automated sequence stops for that lead.

Clicking a status filters the list to show only contacts in that state. Once you select a status, you can further narrow down the results using the Audience Filters below.

Audience Filters

Filter	Description
Search bar	Search by lead name or lead's company name.
Stage	Filter by sequence action (same as progress by action).
Conversation tags	Filter by conversation tag.
Engagement	Filter by engagement conditions (see list below).
Filter contacts from the same company	Checkbox to show only leads who work at the same company.
View dropdown	Change how contact information is displayed: Contacts (Name @ Company, Job Title below) or Companies (Job Title @ Company, Name below).

Engagement filter options:

Engagement option	What it means
LinkedIn connection sent	A connection request was sent to the lead.
LinkedIn connection accepted	The lead accepted the connection request.
LinkedIn connection sent but not by platform	The lead is marked as “connection sent” but it wasn’t executed by Enginy/LinkedIn automation (imported/external state).
Sent at least one message	At least one LinkedIn message or email was sent.
Bounced message	An email bounced (delivery failed).
Seen message (optional)	The message was seen/opened. Requires Track email opens enabled.
Clicked link (optional)	The lead clicked/opened content (e.g., email opens). Requires Track link clicks enabled.

Table columns

Column	Description
Contact	Lead identity details (name, company, job title).
Status	Current campaign status plus a specific reason when relevant (hover for the detailed tooltip).
Activity	Icons showing the latest actions executed (excluding conditions). Hover to see the action details.
Tags	Tags applied to the lead's conversation (manual or AI).

Contact Side Panel

Clicking any row opens a side panel on the right showing deeper context:

Lead profile summary plus shortcuts to view in LinkedIn, Inbox, CRM, List table, Add to Blocklist (add lead to blocklist or add company to blocklist), Add to another campaign, and Create a Task).
Timeline of steps the lead has gone through (actions + conditions with timestamps).
Status/error banner when something blocks progress (e.g., “message too long”), often with a direct CTA like Edit sequence.
View Sequence Detail to jump into the sequence view for that lead’s path.

Bulk Actions

Select one or more leads using the checkboxes on the left to reveal a popup with these actions:

Action	Description
Retry errors	Re-attempts failed actions. Only appears when the selected lead has an Error status.
View in list	Opens the contact list showing only the selected leads.
View in Inbox	Opens the Inbox showing only the selected leads.
Pause	Freezes the campaign for the selected leads.
Resume	Resumes the campaign for paused leads.
Remove from campaign	Removes the lead from the campaign. Once removed, a contact cannot be added back to the same campaign.

Warning: If you remove a lead from a campaign, you can’t add that lead back to the same campaign later. Double-check before removing to avoid losing them from that campaign permanently.

Activity Tab

The Activity tab lists all actions performed in the campaign (excluding conditions).

Activity Filters

Filter	Description
Search bar	Search by lead name or lead's company name.
Stage	Filter by action in the sequence.
Recipient	Filter by a specific contact.
Date	Filter by time range.

Activity List Columns

Column	Description
Action	The activity performed (e.g., LinkedIn message sent, email sent, profile visited).
Recipient	Lead in "Name @ Company" format.
Status	Completed or In Progress.
Completed	Timestamp of when the action was completed.

The Activity tab tracks LinkedIn actions (message, connect, visit, like), email actions (sent, replied, bounced), task assignments and completions, and any pending actions coming next.