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Creating and Managing Campaigns

How to set up, launch, and manage your outreach campaigns.

Creating and Managing Campaigns

A campaign is how SocialMedia DMs reaches out to your prospects — it pairs a message sequence with a list of people and sends on your behalf, at a natural pace.

Set up a campaign

  1. Pick a template. Choose the campaign template that matches who you're trying to reach. Each one comes with opener sequences already written for that type of prospect.
  2. Add your prospects. Load your Lead Finder Results into the campaign. (See What Is Lead Finder? for how to build that list.)
  3. Review the sequence. Edit any message, adjust the timing between steps, or keep the defaults. For your first run, we recommend launching with the defaults.
  4. Launch. Turn the campaign on. SocialMedia DMs sends the openers, paces the follow-ups, and watches for replies.

Editing your messages

You can change any message in a sequence before or during a campaign. Keep two things in mind as you edit:

  • Personalize your openers. Vary the wording enough that each message reads like an individual note, not identical copy sent to everyone.
  • No links in the first message. Save any link for a later step, ideally after the prospect has said they want it.

Both habits protect your account and improve replies — more in Keeping Your Instagram Account Healthy.

Pausing and stopping

You're always in control of your sending. You can pause a campaign at any time — sending stops, and picks back up when you turn it on again. This is also how trials work: when a trial ends, campaigns simply pause rather than charging you (see Billing, Plans, and Lead Credits).

Tip: Start with one campaign and one template, let it run, and watch your replies before scaling up. It's the fastest way to learn what lands with your audience.