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Step By Step Guide Create New Campaign

Said Jrad avatar
Written by Said Jrad
Updated this week

Part 1: Exporting a List from ListKit

1. Access Your ListKit Account

  1. Log in to your ListKit.io account

  2. Navigate to the B2B search or intent data depending on the leads that you want to scrape

2. Use Saved Filters (if you are pulling an existing list that was already scraped)

  1. Go to "Filters" on the menu

  2. Click "Saved Filters" at the bottom left

  3. Select your desired filter (e.g., "med spa")

  4. Click "Apply Filters"

3. Export Your New Leads

  1. Click "Net New" (this shows the difference between total and already exported leads)

  2. Click "Proceed to Checkout" at the top right

  3. Set "Max People Per Company"

    • Match this with the number of job titles you're targeting

    • For smaller targets: typically 3

    • For larger organizations (10,000+ employees): up to 10

  4. Enter your desired "Lead Quantity"

    • Make sure this matches 100% of your total volume that month

  5. Click "Redeem Credits"

4. Ensure No Duplicate Exports

  • Make sure "Exclude Option" is enabled (button should be blue)

  • This excludes all emails from order history, including phone numbers

5. Download Your List

  1. Check the email address you used to sign up with ListKit

  2. Find the email with your export

  3. Download the CSV file

Part 2: Setting Up Your Campaign

1. Access the Sending Platform

  1. Log in with your email address and password

2. Create a New Campaign

  1. Click "Create Campaign"

  2. Upload your CSV file

  3. Make sure "Import leads even if they are bounced across our entire platform" is OFF

  4. If this is not your first campaign, enable "Ignore the leads that exist in other campaigns"

  5. Click "Save and Next"

3. Set Up Email Scripts

  1. Enter your subject line (e.g., "A quick question")

  2. Write your email content

  3. Add your signature with "%signature%" tag at the end of your email

  4. To add different variants of your first email:

    • Click "Add Variant"

    • Write alternative content

    • Add signature

  5. Click "Save Changes"

4. Add Follow-up Emails

  1. Click "Add Step"

  2. Select "Email"

  3. Set wait time (recommended: 3-4 days)

  4. Write your follow-up content

  5. For subject line:

    • Leave empty to keep in the same email chain

    • Add a new subject to create a separate thread

  6. Click "Save Changes"

  7. Once done creating all of the emails and adding the variants, click on “Save & Next”.

5. Configure Campaign Settings

  1. Select Sender Accounts

    • Click top left checkbox to select all accounts, or

    • Select specific accounts individually

    • Click on “Save Email Accounts”

  2. Schedule Campaign

    • Choose your timezone (e.g., America/New York)

    • Set the sending schedule (e.g., 8:00 AM to 3:00 PM - Monday to Friday)

    • Set campaign start date

    • Set max new leads reached per day:

      • We recommend just putting a large number here to avoid capping volume to new leads e.g. 10000

    • Click on “Save”

  3. Configure Additional Settings

    • We’d recommend setting the “Stop sending messages when your lead” to “Replies to a message”

    • Optional: Enable "Boost your deliverability by sending emails in plain text"

      • Note: This will not track opens or clicks

    • Set follow-up priority (recommended: 70-80% new leads, 20-30% follow-ups)

    • AI categorization: Enable for out-of-office emails

    • Consider adding unsubscribe message to all emails

  4. Click "Save General Settings"

6. Review and Launch

  1. Review all settings

  2. Click "Update and Send" or "Start Campaign"

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