> ## 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.

# Campaigns

> Context-aware outreach sequences that use your full relationship history to craft personalized messages for each contact.

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.

## 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

## 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.

## Creating a campaign

<Steps>
  <Step title="Open Campaigns">
    Click **Campaigns** in the sidebar, or press `G` then `P`.
  </Step>

  <Step title="Create a new campaign">
    Click **New Campaign**. A dialog appears.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Create">
    Click **Create Campaign**. The campaign is created in **active** status with no contacts yet.
  </Step>
</Steps>

## 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                 |

You can update a campaign's status from the campaign detail page.

## 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.

<Warning>
  Sending emails through Orbis uses your connected Google account. Make sure Google is connected before sending. See [Google integration](/integrations/google) for setup instructions.
</Warning>

## 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.

<Tip>
  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.
</Tip>

## 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.

<Note>
  Reply tracking requires a connected Gmail account.
</Note>

## Quick templates

When creating a campaign, use **Quick templates** to pre-fill the campaign goal:

| Template          | Goal                                             |
| ----------------- | ------------------------------------------------ |
| **Outreach**      | First-time introduction to find interested users |
| **Ask Question**  | Request information or advice from contacts      |
| **Give Feedback** | Share feedback or a recommendation               |
| **Re-engage**     | Reconnect after a period of silence              |

Click a template to fill in the goal field, then customize it for your specific campaign.

## 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