Scheduling a New Campaign

This guide walks you through the step-by-step process of scheduling and activating your automated email campaign using Nicest.ai’s intuitive scheduling wizard. It ensures that you configure the campaign settings—including selecting the campaign, sending account, active days, and pace—while providing an option to preview and test the setup before final activation.

Step-by-Step Instructions

1

Sign Into Your Account

Visit app.nicest.ai and log into your account using your credentials.
  • Ensure that you're using the correct login details.
2

Navigate to the Scheduling Tab

Screenshot of the Scheduling Tab with 'Schedule New Campaign' option
Under the 'Scheduling' tab, click 'Schedule New Campaign' to initiate your campaign scheduling process.
  • Locate the 'Scheduling' tab in the main menu for access to campaign scheduling.
3

Start the Scheduling Wizard

Screenshot of the Scheduling Wizard with the Next button highlighted
The scheduling wizard will help guide you through setting up your automated campaign. Simply click 'Next' to proceed through each step.
  • Follow the wizard prompts for a streamlined setup process.
4

Select Your Generated Campaign

Screenshot showing the list of generated campaigns
Choose the campaign you have generated that you wish to schedule.
  • Ensure that the selected campaign aligns with your outreach strategy.
5

Choose the Sending Account

Screenshot of the Sending Account selection page
Select the sending account from which you want to send your campaign.
  • Confirm that the sending account is set up correctly for your campaign.
6

Set Active Days and Stop Conditions

Screenshot of active days and stop conditions settings
Select when you’d like the email sequence to stop and choose the days you want your campaign to be active. If you’ve enabled sending limits and ramp-ups, the setting will pre-populate here.
  • Review the pre-populated settings if sending limits or ramp-ups are enabled.
7

Define Campaign Start Date and Pace

Screenshot of the campaign start date and pace configuration
Define your campaign start date and set the pace at which your campaign emails will be sent out.
  • Ensure that the start date aligns with your planned outreach timeline.
8

Preview and Test Your Campaign

Screenshot of the preview/test email interface
Preview your campaign schedule or send a test email to yourself to ensure everything is set up correctly.
  • Review all the details carefully before activation.
  • Use the test email feature to verify the campaign appearance.
9

Activate Your Campaign

Click 'Schedule & Send' to activate your campaign and start the scheduled email sequence.
  • Double-check all settings before final activation.