Neexa Outreach How to Launch Your First Email Campaign in Neexa Estimated reading: 4 minutes Last Updated 23/05/2025 Email campaigns in Neexa help you reach out to customers directly from your dashboard. Whether you’re sharing offers, re-engaging past buyers, or sending helpful reminders, here’s how to launch your first campaign step-by-step. Step-by-Step: Launching an Email Campaign Go to your Neexa Dashboard > Click Outreach > Click + Campaign to create a new email campaign . In the New Email Campaign form: Enter a Campaign Name Click Continue Click Add Contact List Then click + New Contact List or Existing list to create one if it hasn’t been uploaded yet.(If you already have a list, just select it and skip to Step 5.) Need help creating your contact list? 📘 Related Resources Adding Contacts To Your List After uploading your contact list, make sure to select “Email” in the Email Address field. This tells Neexa exactly which column contains the email addresses to send your campaign to. If this step is skipped or mapped incorrectly, your emails might not be delivered, so it’s important to double-check that the right column is selected. Choose How You Want to Compose Your Email When sending email campaigns in Neexa, you have two options for composing your messages: AI Compose and Manual Compose. Both allow you to personalize messages using your contact data, but how they handle that data quite different. Understanding the difference will help you decide which one to use, depending on your goals and how much flexibility you want in the tone and structure of your message. Compose with AI AI Compose uses Neexa’s intelligence to rewrite and adapt your message based on the data you provide. It doesn’t just insert the raw information, it interprets the data and adjusts tone, language, and phrasing accordingly. Example: If a contact purchased on October 25th 2024, the AI might say: “Thanks for your purchase last year!” It understands context, like dates, timeframes, tone, and even sentiment, to make your message sound more natural and human. It can also change tone, add empathy, or restructure a sentence based on the instructions you give it in the instructions. Tip: The clearer your instructions, the better your message. How to Give the AI Clear Instructions When you choose “Compose with AI”, you’ll see a space labeled “Context and Instructions.”This is where you explain the goal of your campaign and provide any important details the AI should know when writing messages for each contact. Example Instruction; “The contacts above are customers who enrolled for a short training in March 2024 .Create an email that tells them about our Black Friday offers, and encourage them to visit our website.Use a friendly, excited tone and include the enrollment time without necessarily mentioning datesMention they can use the promo code BLKFDY20 to get 20% off in a training ” What the AI Will Do with This: Mention past customer status (e.g., “Thanks for your participation last year!”) Highlight Black Friday offers Include a CTA to visit your website Automatically insert the promo code Adjust message tone to match “friendly and excited” Personalize with contact names where possible Tip: If you want the message to refer to specific products or links, make sure they are either added to your Business Info or written directly into your instructions. Preview Message After entering your instructions and context, click Preview Sample to see how the AI will generate your email using the provided data. Note: AI Compose uses more credits than Manual Compose since each message is uniquely generated Once you click “Publish”, your campaign goes live , you can now view its status directly within the Campaigns tab. Compose Manually Manual Compose is straightforward, it pulls data directly from your contact list and inserts it exactly as it appears. It uses merge tags like {first_name} or {purchase_date} to generate messages that are consistent across all recipients. Example: Raw data: October 25th 2024 Manual Compose output: “Thanks for your purchase on October 25th 2024.” No rephrasing, no context-shifting, just clean, literal messaging. Best when you want: Structured messages To reach large contact lists consistently To keep credit usage low It’s great for updates, reminders, or any message where tone and flexibility aren’t critical. Preview & PublishOnce everything looks good, hit Publish to launch. You can monitor performance from the Campaigns Tab. 📘 Related Resources Compose With AI Vs Compose Manually: Neexa Outreach - Previous What Is Outreach in Neexa? Next - Neexa Outreach Compose With AI Vs Compose Manually: Which One Should You Use?
