# Create and launch an outreach campaign

> Prepare a sequence, preview its recipients and sender, and publish it for outreach.

_Collection: AI & Automation (ai-automation) — Kepler Help Center. Canonical: https://keplercrm.com/support/articles/create-a-campaign/_

> **NOTE:** Creating and editing campaigns needs a role with campaign permissions. If you cannot see Campaigns or create one, ask your administrator about your role.

## Create the sequence

  - Open **Campaigns** in the sidebar and create a new campaign. Give it a name and select its **Purpose**: **Generic outreach**, **Job → candidates** or **Candidate → contacts**. For a job or candidate presentation, choose the job or candidate to present. The purpose is fixed at creation.

  - Under **Start from**, choose **Blank** or **Template**; to copy an existing campaign, choose **Duplicate** from its menu on the Campaigns page.

  - In **Editor**, compose the email steps and add any task steps or delays. A task step creates a task for the campaign owner, whoever enrolled the person, or a teammate you choose, and holds the recipient at that step until the task is done. If nobody finishes it, the step is skipped after the number of days you set (7 unless you change it, up to 30).

  - Review personalization and attachments in the sequence preview. Check the sending window and timezone, and the conditions that should end outreach.

  - Fix the issues shown beside **Publish**, wait for saving to finish, then publish.

The first publication makes a draft campaign live. Publishing a later version keeps its current live or paused status. Use **Pause sending** or **Resume** to control that status. Publishing does not by itself choose or enroll recipients.

## Preview and enroll recipients

  - Select **Add people** after publishing. Check the **Campaign** and **Sender** at the top of the dialog; do not assume the sender is your own mailbox.

  - Use **People** to choose recipients, or **Audience rule** to configure an audience. Review eligibility and skipped recipients before proceeding.

  - Select a sample recipient and read the rendered sequence, including personalized text. Resolve missing information or unintended recipients before enrollment.

  - Confirm enrollment, or start the reviewed audience rule. Open **Recipients** to follow progress and **Insights** to review results.

Campaign tasks appear in **Tasks**; filter by **Source** → **Campaign** to see only them. Finish one with **Complete & continue** to move the recipient to the next step, or **Complete & exit** to end their run.

## Decide what happens on a reply

Under **Replies** on the campaign's **Settings** tab, **When someone replies** can be **Stop and notify me**, **Draft a reply for me to approve** or **Reply automatically, then hand off**. Automatic replies send without review, so they work only when an administrator turns on **Automatic replies** in **Settings → Campaigns**; it is off by default.

For sending as colleagues, use **Delegated sending** on the campaign's **Settings** tab. Invited colleagues must enable it for themselves. The enrollment dialog shows the actual selected sender and connected mailbox.

## Edit a published campaign

Changes are saved to the draft until you publish them. New enrollments use the published version at enrollment; recipients already enrolled keep their original version. Review the publication status before adding more people. You can compare published versions in **Settings**, or discard unpublished changes to return the draft to its last published content.

See [Troubleshoot campaign enrollment and sending](/support/articles/troubleshoot-campaigns/) for skipped recipients, pauses and delivery checks.