Set up your first campaign

After this lesson you can create a campaign bound to a workbook and set when it may send.

1:17 video with captions, written steps and transcript. Checked against Duckrow on October 3, 2026.

CampaignsInbox Search ⌘KCreditsS

Campaigns

Multi-step outbound sequences sent through your connected email accounts. One workbook to one campaign. Push leads in once they pass enrichment.

New campaign

CampaignLeadsSendersCreated

Northwind, CFO search1,8003Sep 12

Pine & Co, partners1,2002Sep 30

Sequences · Lesson 1

Set up your first campaign

90 seconds

Example data

0:00 / 1:17

Narration: preview voiceAn agency sets up a campaign for a Toronto client. The names are example data.

The short answer

Open Campaigns and press New campaign. Name it and bind it to a workbook: each workbook has one campaign, and you push its leads in later. The campaign starts as a Draft. In Settings, Schedule, pick the time zone, the days and the hours it may send; it saves as you go. Outside that window nothing sends, and due steps go once it opens.

Step by step

1New campaignCampaigns, New campaign. Type a Campaign name and pick the workbook under Bind to workbook (workbooks marked has campaign are taken). Create campaign.
2Know the tabsA new campaign is a Draft with Sequence, Lead list, Launch and Settings.
3Set the scheduleSettings, Schedule: Timezone, Send on (days) and Send between (hours). It saves as you change it.
4Know the windowOutside the window nothing sends for the campaign; due steps go once it opens. Windows can't cross midnight.

Try it in Duckrow

About five minutes, in your own workspace.

Create a campaign bound to a workbook you're working on.
Set its time zone to your leads' region and its hours to their working day.
Check that Saved shows next to Schedule.

You're done when you have a Draft campaign with a schedule that fits your leads.

Check what stuck

Three quick questions. Nothing is saved.

1. A workbook is greyed out with has campaign. Why?
2. Your campaign's time zone is Toronto. A lead is in Vancouver. When does the lead get emails?
3. A step comes due at 9 pm, outside the window. What happens?

A workbook is greyed out with has campaign. Why? Each workbook can have only one campaign. A workbook is bound to one campaign for its lifetime.

Your campaign's time zone is Toronto. A lead is in Vancouver. When does the lead get emails? During the campaign's Toronto hours. The schedule uses one time zone for the whole campaign.

A step comes due at 9 pm, outside the window. What happens? It goes when the window next opens. Due steps wait for the window.

Transcript

0:00Name, workbook, schedule

Every campaign starts the same way: a name, the workbook it belongs to, and when it may send.

0:08Create it

Open campaigns and press new campaign. Name it, then bind it to a workbook. Workbooks that already have a campaign are greyed out: one workbook, one campaign. Create campaign.

0:22It starts as a Draft

The campaign starts as a draft, with four tabs: sequence, lead list, launch and settings. You'll push leads into it from its workbook later.

0:34Set the schedule

Open settings, then schedule. Pick the time zone, here Toronto. Choose the days, and the hours it may send. It saves as you go. The whole campaign uses this one time zone.

0:48Outside the window

Outside those hours, nothing sends for this campaign. Steps that came due simply go when the window opens.

0:57Recap

To recap. New campaign needs a name and its workbook. One workbook has one campaign. In settings, schedule, set the time zone, days and hours. Next, build one sequence across email, LinkedIn and text.