COHERENCECampaigns Overview
Plan coordinated email initiatives, build timed journeys, enroll recipients, and measure results
Campaigns is the workspace for coordinated marketing and lifecycle email. A campaign represents the larger initiative: its goal, timeframe, emails, recipient journey, enrollment rules, and results.
An individual email is a message within that initiative. For example, a learning campaign may contain ten emails delivered to each recipient over several weeks.
Campaigns, emails, and sequences
These features serve different purposes:
| Feature | Best for |
|---|---|
| Campaigns | Marketing and lifecycle programs with shared goals, automated enrollment, timed email journeys, and campaign-level reporting |
| Emails | The individual messages used by a campaign, or a standalone one-time email |
| Sequences | Personalized sales follow-up performed by a salesperson or another individual sender |
| Outreach | Social media and publishing workflows, separate from email Campaigns |
Campaigns and Outreach may share delivery infrastructure behind the scenes, but their settings and user workflows remain separate.
What is in the Campaigns menu?
- Campaigns — Create and manage the strategic initiative.
- Analytics — Compare delivery and engagement across campaign workflows.
- Emails — Design individual emails and optionally link them to a campaign.
- Templates — Browse reusable email designs or save your own.
- Audiences — Build static or dynamic recipient lists for standalone emails and campaign launches.
- Sending — Connect the email provider and sender identity for this workspace.
The Campaign detail page
Open a campaign to work directly on its Workflow: the entry method, campaign schedule, sending provider, ordered emails, waits, and branching logic. The right sidebar contains:
- Details — Campaign goal, notes, dates, audience, budget, and linked email count.
- Properties — Settings for the currently selected workflow node.
- Campaign AI — Campaign-aware planning and drafting help.
Use Campaigns → Analytics to compare sent, opened, clicked, open-rate, and click-rate performance across every workflow or filter the report to one campaign.
Recommended setup order
- Go to Campaigns → Sending and connect an email delivery provider.
- Create any reusable designs under Templates.
- Create the campaign. It remains in Draft while you configure it.
- Create each message under Emails, using its own prompt and design settings.
- Open the campaign's Workflow, add the messages, and arrange their waits and branches.
- Select the entry node and choose Edit campaign setup. Set the schedule, choose one entry method, and select the sending provider.
- Review sender identity, content, links, consent, and timing.
- Click Review & publish in the campaign header when you are ready.
Publishing is the only action that activates enrollment and timed delivery. You can safely build the Workflow and campaign setup while the campaign is in Draft.
Example: new-user learning campaign
A common lifecycle setup is:
- Campaign type: Welcome / onboarding or Nurture
- Journey: ten educational emails with relative delays
- Entry method: the event or record creation that represents a new user
- Re-entry policy: Once ever
- Lifecycle: publish after the Journey and enrollment method are ready
Each person gets an independent timeline. Someone who joins later begins with Email 1 on their own enrollment date; they do not jump into the middle of another recipient's journey.
Next: Create and manage a campaign.