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Documentation Index

Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt

Use this file to discover all available pages before exploring further.

A campaign is a named outreach sequence you run against a group of contacts. What makes Orbis campaigns different is context — when drafting a message for each contact, AI draws on everything Orbis knows: historical emails, calendar events, interactions, notes, enrichment data, and relationship signals. Every message is grounded in your actual relationship with that person, not a generic template.

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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

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How context-aware messaging works

When Orbis drafts a campaign email for a contact, it pulls in:
  • Email history — past threads between you and the contact via Gmail
  • Calendar events — meetings you’ve attended together
  • Notes and interactions — anything logged on their profile
  • Enrichment data — their job title, company, location, LinkedIn activity
  • Relationship signals — how recently you’ve been in touch, response patterns
This means a “reconnect” campaign to 50 people produces 50 genuinely different emails, each referencing real shared context rather than a mail-merge placeholder. The difference between a campaign and sending emails one by one is scale plus tracking. Orbis shows you — per contact — whether an email is drafted, sent, or replied to, and rolls that up into response rate metrics across the whole campaign.

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Creating a campaign

1

Open Campaigns

Click Campaigns in the sidebar, or press G then P.
2

Create a new campaign

Click New Campaign. A dialog appears.
3

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.
4

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”
Use the Quick templates below the text field to fill in a common goal with one click.
5

Create

Click Create Campaign. The campaign is created in active status with no contacts yet.

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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.

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Campaign statuses

StatusMeaning
ActiveThe campaign is running; emails can be drafted and sent
CompletedOutreach is finished; no new sends expected
ArchivedThe campaign is no longer in active use
You can update a campaign’s status from the campaign detail page.

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Reviewing and sending emails

Open a campaign to see the contacts table. Each row shows one contact and their current email status.

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Draft statuses

StatusMeaning
DraftAn email has been generated and is ready to review
SendingThe email is being sent
SentThe email was delivered successfully
RepliedThe contact has replied to the email
FailedDelivery failed
DiscardedThe draft was discarded without sending

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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.
Sending emails through Orbis uses your connected Google account. Make sure Google is connected before sending. See Google integration for setup instructions.

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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
Below the stats, the contacts table shows each person’s individual status, the date the email was sent, and whether a reply was received.
Filter the contacts table by status to focus on who still needs a follow-up or who has replied but hasn’t been acted on yet.

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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. Replies are detected by matching the original email’s Gmail message thread ID. You can view the reply thread directly from the campaign contacts table.
Reply tracking requires a connected Gmail account.

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Quick templates

When creating a campaign, use Quick templates to pre-fill the campaign goal:
TemplateGoal
OutreachFirst-time introduction to find interested users
Ask QuestionRequest information or advice from contacts
Give FeedbackShare feedback or a recommendation
Re-engageReconnect after a period of silence
Click a template to fill in the goal field, then customize it for your specific campaign.

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Campaign contact actions

Each contact row in the campaign detail page supports:
  • View contact — open the contact’s profile
  • View messages — see the sent email
  • View reply thread — read the reply conversation (when replied)
  • View/edit draft — open the draft in the compose modal before sending
  • Send email — send an individual draft
  • Delete draft — remove the draft without sending