How do I set up my Mail Campaign?

Setting Up Your Campaigns

In this article, we'll walk you through the seamless setup of your Open Mail Campaign.

How to set up your Open Mail Campaign:

  1. Collecting and Separating Prospects with Open Profiles
    SocialLead automatically collects prospects with Open Profiles from your search list within the campaign, separating them from other prospects and organizing them in a tab labelled Prospects with open profiles. These prospects are then arranged based on their Reply Prediction AI scores.



    Note: If your Open Mail Campaign generates zero or below-expected number of prospects, it's highly probable that you don't have many prospects from your search list with open profiles or you can update your search list to pull up more leads.



  2. Set up your Mail Message

    • From your Dashboard, click on Campaigns

    • Select the appropriate Campaign 

    • Click on Messaging

    • Create the body of your message (Remember to include your Mail Subject Line)

    • Click on Save

    • Toggle the Send Mail to open profiles to enable.



    Note: For best practices in setting up your Mail messaging, you may refer to Messaging Tips and Examples.


  3. Allocate the number of Mails

    • Go to Settings to set the number of Mail for that campaign



    Note: The maximum number of Mail set to be sent per day is 700 per month.

    Warning! Do not skip this step. Your Mail message won't start sending to your prospects without any daily message allocation, even if your Mail is enabled.



    Important note: Disabling or opting out of Mail by toggling the "Send Mail to Open Profiles" will result in the prospects gathered for Open Mail being returned to the connection request queue. You can then engage with them through your prospecting campaign instead.



The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.

The advisor-built prospecting system for financial advisors.

© 2026 SocialLead. All rights reserved.