What campaigns are for
Campaigns are useful any time you want to reach a group of people with a consistent purpose:- Reconnecting with former colleagues
- Introducing your product to potential users
- Following up with leads from a conference
- Re-engaging a list of past customers
Creating a campaign
Name your campaign
Give the campaign a descriptive name like “Q1 Outreach” or “Post-Conference Follow-Up”. A date-stamped default name is provided if you don’t have one yet.
Set the goal or context
Describe what you want to accomplish with this outreach. This is the instruction Orbis uses to draft personalized emails for each contact.Examples:
- “Outreach email to find users interested in my product”
- “Re-engage and explore collaboration opportunities”
- “Ask a question about their recent project or work”
Adding contacts to a campaign
You can add contacts to a campaign from two places: From the Contacts list: Select one or more contacts using the checkboxes, then choose Add to Campaign from the bulk actions toolbar at the bottom of the screen. Pick the campaign from the dropdown. From a contact’s profile: Open a contact, find the Campaigns section, and click Add to Campaign. When a contact is added, Orbis queues an AI-drafted email for them based on the campaign’s goal. The draft appears in the campaign’s contact table ready for review.Campaign statuses
| Status | Meaning |
|---|---|
| Active | The campaign is running; emails can be drafted and sent |
| Completed | Outreach is finished; no new sends expected |
| Archived | The campaign is no longer in active use |
Reviewing and sending emails
Open a campaign to see the contacts table. Each row shows one contact and their current email status.Draft statuses
| Status | Meaning |
|---|---|
| Draft | An email has been generated and is ready to review |
| Sending | The email is being sent |
| Sent | The email was delivered successfully |
| Replied | The contact has replied to the email |
| Failed | Delivery failed |
| Discarded | The draft was discarded without sending |
Sending options
- Send individual email — Click the send button on a single row to send just that draft.
- Send All Drafts — Click Send All Drafts in the top right to send every draft in the campaign at once. Only contacts with status Draft are included.
Tracking campaign progress
The campaign detail page shows aggregate stats across all contacts:- Drafts — number of emails pending send
- Sent — number of emails delivered
- Replies — number of contacts who replied
- Response rate — replies as a percentage of sent emails
- Median response time — how quickly contacts are typically responding
Reply tracking
When a contact replies to a campaign email, Orbis automatically updates their status to Replied and records the reply timestamp. This works through your connected Gmail account — no manual tracking required.Reply tracking requires a connected Gmail account. Replies are detected by matching the original email’s message thread ID.