How to Launch Your First Email Campaign in Neexa

Last Updated 23/05/2025

Email campaigns in Neexa help you reach out to leads or 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

Step 1: Go to your Neexa Dashboard > Click Outreach in the menu > Click + Campaign to start a new email campaign.

Step 2: In the New Email Campaign form:

• Select Campaign Type from the dropdown (e.g., email, WhatsApp or Voice Call – both coming soon)
• Enter a Campaign Name
• Click Continue

Step 3: Click Add Contact List > Then click New Contact 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? See full article on Adding Contact Lists »

Step 4: Choose How You Want to Compose Your Email

You have two options:

Option 1: Compose with AI

Let the AI create a personalized message for each contact.
You’ll be asked to:

• Provide Context & Instructions
  (e.g. “These are leads from March who bought a product. Send them a Black Friday offer using code BLKFDY20.”)
• The AI uses your Business Info and your contact list fields to craft customized messages.

Tip: The clearer your instructions, the better your message. Learn more about Compose with AI vs Manual »

Option 2: Compose Manually

Write a single message to send to all contacts.
You can use merge fields like {{first_name}} to customize messages.

Step 5: Preview & Publish
Once everything looks good, hit Publish to launch.
You can monitor performance from the Outreach dashboard.