How to Create a New Campaign: Step-by-Step Instructions

Learn how to create a new campaign with this easy step-by-step guide. From naming your campaign to launching it, follow these instructions to set up campaigns, add leads, and manage sequences efficiently.

April 16, 2026 By Nino Sun

In this guide, we'll learn how to create a new campaign from start to finish. We will cover naming your campaign, setting it up, and using features like Analytics, Leads, Sequence, Schedule, and Options. By the end, you will know how to launch your campaign.

Let's get started

Alright. These are the instructions on how to create a new campaign. On the Campaigns page, click Add New.

Step #1: Click on "+ Add New" — Click on "+ Add New"

Name your campaign.

After renaming, create your new campaign and select Continue.

Step #4: Click on "Continue >" — Click on "Continue >"

From here, you are taken to the campaign settings. You have Analytics, which we'll use when analyzing the campaign.

Step #5: Click on "Analytics" — Click on "Analytics"

Step #6: Click on "Leads" — Click on "Leads"

The Leads section is where you can add leads. Sequence: You can add your sequences and your email.

Step #7: Click on "Sequences" — Click on "Sequences"

Step #8: Click on "Sequences" — Click on "Sequences"

Schedule, then select Options.

Step #9: Click on "Schedule" — Click on "Schedule"

Step #10: Click on "Options" — Click on "Options"

Okay, that's how you can click Launch here to start your campaign.

That's it.