<aside> 💡
Before you launch a campaign, you want to make sure everything is in order to set yourself up for success. This checklist covers all the key steps—from inbox setup and warm-up to campaign settings—so you can maximize deliverability, stay organized, and get the best results.
</aside>
☐ Add client tag to each inbox (if launching campaign for client)
☐ Tag each inbox with source (e.g. Premium Inboxes)
☐ Add client to the campaign (if launching campaign for client)
☐ Add email signature to every inbox: Name, Title, Spintax
☐ Add unsubscribe option to every inbox
☐ Add blocked domains and email addresses to client blocklist
☐ If using new inboxes, start at 5 emails/day
☐ Gradually increase sending volume to 20 emails/day over 2 weeks
☐ Set warm-up to 70% reply rate, 10-15 total warm-ups daily
In your Smartlead campaign settings, we recommend you toggle on the below:
☐ Stop sending messages when lead replies
☐ Optimize for email deliverability
☐ Turn on “Send email as plain text”
☐ Enable “Don’t track opens and links”
☐ 50% follow-ups, 50% new leads
☐ Do NOT enable enhanced email sending