Navigate to Campaigns from the left menu and click + Create Campaign. Choose Create from scratch or Create from template. The campaign creation wizard has four steps.
Step 1 — Sequence
Define the basic configuration and design your outreach flow:
Enter a Campaign name and select the Campaign Identity (the sender profile).
Build the sequence by clicking + to add actions and conditions between Start and End.
Available Actions
Action | Description |
Visit Profile | Visits the lead's LinkedIn profile |
React to Last Post | Reacts to the lead's most recent LinkedIn post (Like, Celebrate, Support, Love, Insightful, Funny, or Most Reacted) |
Send LinkedIn Connection | Sends a connection request, optionally with a custom note |
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 (e.g., a reminder to call the lead) |
Add to another campaign | Moves the lead into a different campaign |
For actions with a message body, choose between Generate with AI (uses an AI Variable) or Manual (write the message yourself, optionally using personalization variables).
Available Conditions
Conditions branch the sequence into Yes or No paths:
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 time frame and channel? |
Has LinkedIn Profile | Does the lead have a LinkedIn Profile ID? |
Has Professional Email | Does the lead have an email address? |
Has Mobile Phone | Does the lead have a phone number? |
Custom condition | Build a condition based on any variable of your choice |
Timing Between Actions
By default, each action executes 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.
Tip: Use conditions to build adaptive sequences. For example: check if the lead has a LinkedIn profile → if yes, visit profile and send connection → if accepted, send LinkedIn message → if not, check for email → send email. This way, one campaign handles multiple scenarios.
Step 2 — Audience
Add contacts to the campaign using one of two methods:
Contacts from list — Select an existing contact list to add all its contacts at once.
Contacts individually — Browse the full contacts view with filters and add specific leads one by one.
Note: You can also add contacts to a campaign later, directly from the Contacts list or from the campaign's Audience tab.
Step 3 — AI Agent
Configure how the AI Agent handles conversations after a lead replies:
In the left panel, preview sample messages for a lead from your audience to validate tone, variables, and formatting.
Select an AI Campaign prompt by clicking Edit Prompt, or create one on the spot.
Choose whether to enable AI auto-replies (the AI sends replies without your approval) or keep it in Copilot mode (AI suggests, you approve).
You can also simulate replies as the lead to test how the AI would respond under your current prompt.
Step 4 — Settings
Define the operational settings for the campaign:
Setting | Description |
Tags | Classify the campaign for reporting and filtering |
Folder | Organize the campaign in the dashboard |
Prioritization | Low/Medium/High. Controls which campaigns run first when multiple compete for limited daily sending capacity |
Contacts CRM Sync | No / Yes / Only when a contact replies |
Conversations CRM Sync | No / Yes / Only when a contact replies |
Skip contacts with prior conversations | Checks your LinkedIn inbox before sending. If a conversation already exists, the campaign will not message them |
Email Inbox (email campaigns) | Select which email inboxes to use. Shuffle rotates between all available inboxes |
Email tracking (email campaigns) | Enable Track email opens and/or Track link clicks. Note: tracking can trigger spam filters |
Important: If your sequence includes Task steps, you cannot disable Contacts CRM Sync — the contact must exist in the CRM to create the task there.
Launch
Review the campaign details, sequence flow, and target contacts.
Click Launch. Your campaign moves to Campaigns > Active.
If you are not ready, close the wizard — the campaign is auto-saved as a Draft under Campaigns > Draft.
Campaign Templates
Enginy provides pre-built campaign templates organized by complexity. Templates are fully customizable — edit messages, add or remove steps, and adjust the sequence.
Template | Channels | Best For |
LinkedIn + Voice Message | High-value prospects where you want to stand out with a personal touch | |
LinkedIn Only | Early-stage prospecting when you do not have verified emails | |
LinkedIn + Email + Call | Multichannel | High-intent outbound where speed-to-meeting matters. Best results template |
LinkedIn + Email | Multichannel | When calls are not part of your motion but you want dual-channel outreach |
Email + Call | Multichannel | Classic SDR motion with strong email/phone coverage |
Email Only | High-volume outreach when LinkedIn is not available | |
LinkedIn Social Warming | Warming up cold prospects before pitching. Improves connection acceptance rates |