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Run your first campaign

A campaign in CallHQ is a container for one or more sequences — ordered multi-step touches (email, SMS, LinkedIn, call) that a lead gets enrolled into and walks through over time.

1. Open Campaign Control​

Go to /campaigns (admin-only) and open (or create) the campaign you pushed leads into from the verify + push step.

2. Build a sequence​

Inside a campaign, click Create sequence and add steps — each one an email, SMS, LinkedIn touch, or a call task, with its own delay from the previous step.

3. Enroll leads​

Leads pushed to this campaign are enrolled into its sequence(s). From here, the cadence walker — a background process — advances every enrollment through its steps automatically:

  • Each step is guard()-gated the same way a manual send is (see verify + push) before it's allowed to fire.
  • Sends go out through n8n: Instantly for email, Telnyx for SMS.
  • Under mock mode, sends are logged, not delivered — nothing a vendor reports back will ever confirm a step, so an enrollment that looks "stuck" is usually a mock-mode symptom. Check Tools (/tools) first.

4. Automate future enrollment (optional)​

Click Automate this on a sequence to save a standing rule: any newly enriched lead matching this campaign's brand + track enrolls automatically, with zero manual pushes going forward. This uses the same rule engine that powers /flows.

5. Track results​

Cadence Analytics (/cadence/analytics) shows per-step/per-sequence send → open → reply → meeting rates and the overall funnel. A column showing — means that stat genuinely hasn't synced yet (not that it's zero) — email and LinkedIn stats sync as those vendor connections come fully online; SMS stats read live from the outbox today.

Next​

A reply comes back into the Reply Inbox / Conversations, and a booked meeting shows up in Appointments.