Campaigns

A campaign is an automated outreach program that targets a specific audience with personalized messages. Campaigns are the core of YESS AI SDR—they bring together your targeting, messaging, and outreach strategy.

What Makes Up a Campaign

Every campaign has four key components:

Audience

Who you're reaching out to—defined by your Ideal Customer Profile (ICP) criteria.

Messaging Guidance

How you want to communicate—your tone, key points, and call-to-action.

Sequence Strategy

The outreach cadence—which channels to use and when.

Monthly Quota

How many leads to enroll each month based on your plan.

Campaign Lifecycle

Campaigns move through several states:

StatusDescription
DraftCampaign is being configured but hasn't launched yet
ActiveCampaign is running—leads are being enrolled and contacted
PausedCampaign is temporarily stopped—no new enrollments or outreach
CompletedCampaign has finished—reached its goal or was manually ended

What Happens in Each State

Monthly Lead Quotas

Each campaign has a monthly lead quota—the maximum number of leads that can be enrolled in a billing period.

How Enrollment Pacing Works

Instead of enrolling all leads at once, the system paces enrollment:

  • Daily enrollment: Approximately 20 leads per day
  • Natural cadence: Prevents your outreach from looking automated
  • Spread over month: Leads are enrolled gradually until the quota is reached

Example: If your monthly quota is 500 leads:

  • Week 1: ~140 leads enrolled (20/day × 7 days)
  • Week 2: ~140 more leads enrolled
  • By end of month: Up to 500 leads enrolled

[Screenshot: Enrollment progress showing X / quota]

Tracking Your Quota

On the campaign details page, you can see:

  • Enrolled this month: How many leads have been added
  • Monthly limit: Your quota for this billing period
  • Progress: Visual progress bar showing enrollment status

Campaign Settings

Messaging Guidance

Your messaging guidance tells the AI how to communicate:

  • Tone: Professional, friendly, direct, etc.
  • Instructions: Specific guidance on what to say or avoid
  • Call-to-Action: What you want leads to do (book a call, reply, etc.)
  • Pitch Elements: Pain points, value propositions, social proof

Sequence Strategy

The sequence strategy defines your outreach cadence:

  • Channels: Which methods to use (email, LinkedIn)
  • Steps: Individual actions in the sequence
  • Timing: Wait periods between steps
  • Conditions: Rules for branching (e.g., "if no reply, send follow-up")

Learn more about sequence strategies →

Managing Active Campaigns

Pausing a Campaign

Need to stop outreach temporarily? Pause your campaign:

  1. Go to the campaign details page
  2. Click Pause Campaign
  3. Confirm your choice

All pending messages will be held. Leads already in progress won't receive new outreach until you resume.

Resuming a Campaign

Ready to continue? Resume your campaign:

  1. Go to the paused campaign
  2. Click Resume Campaign
  3. Enrollment and outreach restart

Editing an Active Campaign

You can update certain settings while a campaign is running:

SettingEditable While Active?
Campaign name/description✅ Yes
Messaging guidance✅ Yes
ICP criteria❌ No (affects enrolled leads)
Sequence strategy❌ No (affects in-progress sequences)

To change audience or strategy, create a new campaign with updated settings.

Best Practices

Start Focused

Begin with a specific audience segment to test your messaging before expanding.

Monitor Early

Watch your first week of outreach closely to catch any issues.

Iterate on Messaging

Update your messaging guidance based on what resonates with leads.

Use Approval Mode

Enable message approval for new campaigns to review before sending.

Related Topics