Skip to main content
This guide covers the complete workflow — from creating a campaign to handling the first replies.
Sending stays off while you prepare. Nothing goes out until you switch Activate sending on, and Yena will not let you switch it on until the campaign passes its readiness checks.

​
Before you start

  • Connect the email account or LinkedIn account you want to send from.
  • Make sure the people you plan to add have the contact detail each channel needs: an email address for email steps, a LinkedIn profile for LinkedIn steps.
  • Decide whether the campaign is for candidate sourcing or business development.

​
1. Create the campaign

New campaign dialog in Yena with name and type fields

A new campaign needs only a name and a type — everything else can come later

  1. Open Campaigns from the main navigation.
  2. Select New campaign.
  3. Give it a clear name and choose Sourcing or Business Dev.
You can link a job, client, or description later in the campaign’s Settings tab.

​
2. Add people

Add to campaign picker dialog in Yena

Add people to a campaign from any list in Yena

Open the Candidates tab and add people directly, or send them in from anywhere else in Yena — a Sourcer shortlist, the Candidates list, Contacts, or a job — using Add to campaign. You can even create the campaign from inside that picker. People added after launch are picked up automatically — Yena reconciles the list every time it checks what to send.

​
3. Build the sequence

Open the Sequence tab and add your steps in order. Each follow-up waits a number of days and hours after the previous step. See Build your sequence for step types, timing, and personalization.
Keep your first sequence short. One connection request and one relevant follow-up are easier to validate — and usually perform better — than a long chain.

​
4. Set the sender and delivery window

Sequence settings with sender account and delivery window in Yena

Choose who sends and when messages are allowed to go out

Each sending step uses one of your connected accounts — set it on the step itself. Then, in the sequence settings:
  1. Choose the From and To hours. Yena shows your workspace timezone next to the window.
  2. Keep Business days only on unless the campaign genuinely needs weekend delivery.
  3. Decide whether steps with missing contact details should be skipped for that person, or should hold their journey.
  4. Select Save.
A step’s delay makes it eligible to send; the delivery window and daily limits decide when it actually goes out.

​
5. Check readiness and preview

Campaign readiness strip in Yena listing missing setup items

The setup progress strip names exactly what is still missing

The readiness strip above the sequence tells you whether the campaign can start — and if not, exactly what is missing: no people yet, an empty email subject, a step without a sender, more than one connection request. Each blocker links to the place to fix it.
Test message preview dialog in Yena showing rendered personalization

Preview the exact rendered message before anything is sent

Use Test one message to pick a step and a recipient and see the exact wording that would go out, with every personalization field filled in. Check it before you launch.

​
6. Turn sending on

On the Campaigns page, switch Activate sending on. Yena confirms how many people will be enrolled, then starts working through the sequence inside your delivery window. The switch is also the stop button: turn it off at any time and no further steps are sent. Already-sent messages and invitations cannot be recalled.
While sending is on, the sequence is read-only. Pause the campaign first if you need to change a step — this protects people mid-journey from being moved onto a half-edited sequence.

​
7. Watch it run

The Candidates tab shows a live, per-person status — what happened last and what happens next, with the exact time. The analytics bar above it counts only real, confirmed sends: invitations sent and accepted, messages, emails, and replies. See Track progress and replies.

​
8. Handle replies

When someone replies — on LinkedIn or by email — Yena immediately takes them out of every campaign, cancels their remaining steps, marks them Replied, and notifies you. The conversation is waiting in Inbox; from there on it’s you, not the sequence.

​
Troubleshooting

  • A person is “waiting”: check their status line in the Candidates tab — it names the reason: not due yet, outside the delivery window, today’s limit reached, or waiting for an invitation to be accepted.
  • A LinkedIn follow-up has not sent: it waits for the connection to be accepted. Yena checks acceptance automatically; the follow-up delay starts from the moment they accept.
  • The activation switch is disabled: the readiness strip lists what is missing. Fix the named items and it enables itself.
  • A message looks wrong: turn sending off, correct the sequence, preview again, then resume.