Getting Started: Your First Campaign

Overview

After signing up and completing the onboarding form (company info, product details, target market), you'll land on your dashboard. The onboarding checklist tracks four steps to get your first campaign running:

1. Import Inboxes
2. Import Contacts
3. Create a Sequence
4. Enroll Contacts

Here's how each step works.

Step 1: Add an Inbox

Navigate to your Inboxes page. An inbox is the email account Revrep sends from. You can add inboxes one at a time or import multiple from a CSV file.

To add an inbox manually, you'll need:

• From Email: The email address you'll send from
• SMTP Host: Your email provider's SMTP server (e.g., smtp.gmail.com)
• SMTP Port: Usually 587 (TLS) or 465 (SSL)
• SMTP Username: Typically your email address
• SMTP Password: Your email password or app-specific password

Optionally, configure IMAP to enable reply detection. Without IMAP, Revrep cannot automatically detect when someone replies to your emails.

Step 2: Import Contacts

Go to the Contacts page and click Import. Upload a CSV or Excel file with your prospect data. After uploading, map your file's columns to Revrep fields:

• Email — required
• First Name, Last Name — optional but recommended for personalization
• Job Title, Company — optional, used in template variables

You can assign tags during import to organize your contacts for later filtering. Revrep automatically deduplicates by email address — if a contact already exists, their empty fields are updated with the new data.

For more details, see Importing Contacts.

Step 3: Create a Sequence

Navigate to Sequences and click Create New Sequence. Give it a name, then add email steps.

Each step includes:

• Subject line — supports template variables like {{firstName}}
• Email body — your message content, also with variable support
• Delay — how many days (and hours) to wait after the previous step

A typical first sequence has 3-5 steps spaced 3-5 business days apart. See Creating Sequences for the full guide.

Step 4: Enroll Contacts

From your sequence page, click Enroll. The enrollment wizard has two parts:

1. Select an Inbox: Choose which inbox to send from. Each inbox shows its warmup state and remaining capacity for the day.
2. Select Contacts: Filter your contacts by search, tags, or company. Select the ones you want to enroll.

Click Start Enrollment and Revrep begins processing. Emails are sent within your configured sending window (default: 9 AM – 5 PM Central, Monday–Friday) and respect your inbox's daily sending limit.

What Happens Next

Once enrolled, contacts progress through the sequence automatically. You can monitor progress on:

• Dashboard: KPI cards showing active prospects, delivery rate, and reply rate
• Analytics: Detailed per-domain and per-inbox performance metrics
• Replies: Incoming replies sorted by sentiment (positive, other, bounced)
• Activity: A log of all sent and scheduled emails

If an enrollment hits 5 consecutive send failures, it is automatically paused. You can investigate and resume it from the sequence's enrollments tab.