setup-outreach-campaign

Set up a complete outbound email campaign in Smartlead: create the campaign, add leads, write a 2-3 email sequence, configure the schedule, and allocate mailboxes.

Inputs

Input	Required	Default	Description
campaign_name	Yes	--	Name for the campaign (e.g., "Truewind - Accounting Firms - Feb 2026")
campaign_goal	Yes	--	What outcome the campaign drives (book demos, drive signups, etc.)
lead_list	Yes	--	CSV file path OR person-list JSON from upstream skill
value_proposition	Yes	--	Core pain point or benefit the emails address
cta	Yes	--	Call to action (e.g., "Book a 15-min demo", "Reply to learn more")
tone	No	semi-formal	Email tone: casual, semi-formal, formal
personalization_angle	No	--	Hook for personalization (event attendance, job posting, news mention)
timezone	No	America/New_York	Timezone for send schedule
send_days	No	[1,2,3,4,5]	Days of week to send (0=Sun, 6=Sat)
start_hour	No	08:00	Start of send window
end_hour	No	18:00	End of send window
max_leads_per_day	No	20	Max new leads contacted per day
min_time_btw_emails	No	10	Minutes between emails from same mailbox
num_mailboxes	No	5	Number of mailboxes to allocate
mailbox_selection	No	auto	"auto" (pick free ones) or "manual" (show list to user)

Setup

Requires a Smartlead account with API access.

bash

export SMARTLEAD_API_KEY=your_api_key_here

All API calls go to

https://server.smartlead.ai/api/v1

with

?api_key=$SMARTLEAD_API_KEY

appended.

Rate limit: 10 requests per 2 seconds.

Procedure

Step 1: Gather Campaign Info

Ask the user the following questions. Group them conversationally — don't dump all at once.

Campaign identity:

"What is the name for this campaign?" (e.g., "Truewind - Accounting Firms - Feb 2026")
"What is the goal?" (e.g., book demos, drive trial signups, conference follow-up)

Audience & leads:

"Who is the target audience?" (ICP: title, company type, size, industry)
"How are you providing the lead list?" — options: CSV file, output from a prior skill (company-contact-finder, luma-event-attendees), or "I need to find leads first" (chain to company-contact-finder)

Messaging:

"What is the core value proposition or pain point?"
"What is the call to action?" (e.g., "Book a 15-min demo")
"What tone — casual, semi-formal, or formal?"
"Any personalization angle?" (e.g., reference their job posting, event, industry news)

Schedule:

"What days should emails be sent?" (default: Mon-Fri)
"What hours and timezone?" (default: 8am-6pm ET)
"Max new leads per day?" (default: 20)
"When should the campaign start?" (default: tomorrow)

Mailboxes:

"How many mailboxes to allocate?" (default: 5)
"Auto-select free mailboxes, or show me a list to choose from?"

After gathering answers, present a summary and confirm before proceeding.

Step 2: Create the Campaign

POST https://server.smartlead.ai/api/v1/campaigns/create?api_key=$SMARTLEAD_API_KEY

Body:
{
  "name": "<campaign_name>",
  "client_id": null
}

Response:

json

{
  "ok": true,
  "id": 3023,
  "name": "Test email campaign",
  "created_at": "2022-11-07T16:23:24.025929+00:00"
}

Capture

campaign_id

from

id

. All subsequent calls use this.

Step 3: Find and Allocate Mailboxes

This step determines which mailboxes are available and assigns them to the campaign.

3a: Fetch all email accounts

GET https://server.smartlead.ai/api/v1/email-accounts/?api_key=$SMARTLEAD_API_KEY&offset=0&limit=100

Returns a list of all email accounts with

id

from_email

from_name

daily_sent_count

warmup_details

is_smtp_success

is_imap_success

3b: Identify which mailboxes are currently in use

Fetch all campaigns:

GET https://server.smartlead.ai/api/v1/campaigns?api_key=$SMARTLEAD_API_KEY

For each campaign with

status

"ACTIVE"

"STARTED"

, fetch its email accounts:

GET https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/email-accounts?api_key=$SMARTLEAD_API_KEY

Build a set of all

email_account_id

values currently assigned to active campaigns.

3c: Filter for free mailboxes

A mailbox is "free" if:

Its
```
id
```
is NOT in the active-campaign set from 3b
```
is_smtp_success
```
= true AND
```
is_imap_success
```
= true (account is functional)

Sort free mailboxes by

daily_sent_count

ascending (prefer coolest/least-used mailboxes).

3d: Select and assign

mailbox_selection

= "auto": select the first N free mailboxes.

mailbox_selection

= "manual": display all accounts as a table (name, email, daily_sent_count, status) and let the user pick.

If fewer than N free mailboxes are available, tell the user: "Only X free mailboxes found. Proceed with X, or pick some currently-in-use mailboxes?"

Assign selected mailboxes:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/email-accounts?api_key=$SMARTLEAD_API_KEY

Body:
{
  "email_account_ids": [101, 204, 305, 412, 518]
}

Step 4: Ingest Leads

4a: Parse the lead list

From CSV: Read the file, map columns to Smartlead fields. Flexible column matching:

```
email
```
(required) — also matches
```
Email
```
,
```
email_address
```
```
first_name
```
— also matches
```
firstname
```
,
```
first
```
,
```
First Name
```
```
last_name
```
— also matches
```
lastname
```
,
```
last
```
,
```
Last Name
```
```
company_name
```
— also matches
```
company
```
,
```
organization
```
,
```
Company
```
Any extra columns become
```
custom_fields
```

From upstream skill (person-list JSON): Map fields:

first_name  <- name.split()[0]
last_name   <- name.split()[1:]
email       <- email
company_name <- company
custom_fields <- { "title": title, "linkedin_url": linkedin_url }

4b: Validate and deduplicate

Remove rows without a valid email
Deduplicate by email (keep first occurrence)
Report: total rows, valid, invalid, duplicates removed

4c: Upload in batches

Smartlead accepts max 100 leads per call. Chunk the list and call for each batch:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/leads?api_key=$SMARTLEAD_API_KEY

Body:
{
  "lead_list": [
    {
      "first_name": "Jane",
      "last_name": "Smith",
      "email": "jane@example.com",
      "company_name": "Acme Corp",
      "custom_fields": {"title": "CFO"}
    }
  ],
  "settings": {
    "ignore_global_block_list": false,
    "ignore_unsubscribe_list": false,
    "ignore_duplicate_leads_in_other_campaign": false
  }
}

Response:

json

{
  "ok": true,
  "upload_count": 95,
  "total_leads": 100,
  "already_added_to_campaign": 2,
  "duplicate_count": 1,
  "invalid_email_count": 2,
  "unsubscribed_leads": 0
}

Report totals across all batches to the user.

Step 5: Craft the Email Sequence

Write a 2-3 email sequence based on the user's inputs from Step 1. Default structure:

Email 1 — Cold intro (Day 0)

Subject: short, curiosity-driven or relevant to their pain
Body: 3-5 sentences. Acknowledge their world, surface the problem, introduce the solution briefly, clear CTA
Personalize with
```
{{first_name}}
```
and any custom fields

Email 2 — Follow-up (Day 3)

Subject: different angle (metric, case study, specific outcome)
Body: 2-4 sentences. Add value, restate CTA
Leave subject blank to send as same-thread reply

Email 3 — Breakup (Day 8)

Subject: brief, direct ("Still relevant?", "Closing the loop")
Body: 2-3 sentences. Acknowledge they're busy, keep door open, soft CTA

Present the full sequence to the user as a formatted table. Wait for approval or edits.

After user approves, save:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/sequences?api_key=$SMARTLEAD_API_KEY

Body:
{
  "sequences": [
    {
      "seq_number": 1,
      "seq_delay_details": { "delay_in_days": 0 },
      "seq_variants": [
        {
          "subject": "Subject line here",
          "email_body": "<p>Email body as HTML</p>",
          "variant_label": "A"
        }
      ]
    },
    {
      "seq_number": 2,
      "seq_delay_details": { "delay_in_days": 3 },
      "seq_variants": [
        {
          "subject": "",
          "email_body": "<p>Follow-up body</p>",
          "variant_label": "A"
        }
      ]
    },
    {
      "seq_number": 3,
      "seq_delay_details": { "delay_in_days": 5 },
      "seq_variants": [
        {
          "subject": "",
          "email_body": "<p>Breakup body</p>",
          "variant_label": "A"
        }
      ]
    }
  ]
}

Note: blank

subject

on emails 2+ makes them send as replies in the same thread.

Step 6: Set the Schedule

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/schedule?api_key=$SMARTLEAD_API_KEY

Body:
{
  "timezone": "America/New_York",
  "days_of_the_week": [1, 2, 3, 4, 5],
  "start_hour": "08:00",
  "end_hour": "18:00",
  "min_time_btw_emails": 10,
  "max_new_leads_per_day": 20,
  "schedule_start_time": "2026-02-25T00:00:00.000Z"
}

days_of_the_week

: 0=Sunday, 1=Monday, ..., 6=Saturday.

Step 7: Confirm and Optionally Start

Present a full summary:

Campaign: "Truewind - Accounting Firms - Feb 2026"
Campaign ID: 12345
Leads added: 87 (3 rejected as duplicates)
Email sequence: 3 emails (Day 0, Day 3, Day 8)
Schedule: Mon-Fri, 8am-6pm ET, starting Feb 25
Mailboxes: jane@truewind.ai, alex@truewind.ai (+3 more)
Status: DRAFTED

Ask: "Do you want to START the campaign now, or leave it as a draft?"

If start:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/status?api_key=$SMARTLEAD_API_KEY

Body:
{ "status": "START" }

If draft: skip. User can start from Smartlead UI later.

Optional: Update Campaign Settings

If the user wants to configure tracking or stop conditions, use:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/settings?api_key=$SMARTLEAD_API_KEY

Body:
{
  "track_settings": ["DONT_TRACK_EMAIL_OPEN"],
  "stop_lead_settings": "REPLY_TO_AN_EMAIL",
  "send_as_plain_text": false,
  "follow_up_percentage": 100,
  "enable_ai_esp_matching": true
}

Allowed

track_settings

DONT_TRACK_EMAIL_OPEN

DONT_TRACK_LINK_CLICK

DONT_TRACK_REPLY_TO_AN_EMAIL

Allowed

stop_lead_settings

REPLY_TO_AN_EMAIL

CLICK_ON_A_LINK

OPEN_AN_EMAIL

Smartlead API Reference

All endpoints use base URL

https://server.smartlead.ai/api/v1

with

?api_key=

query param.

Endpoint	Method	Purpose
`/campaigns/create`	POST	Create a new campaign
`/campaigns`	GET	List all campaigns
`/campaigns/{id}`	GET	Get campaign by ID
`/campaigns/{id}/schedule`	POST	Set campaign schedule
`/campaigns/{id}/settings`	POST	Update tracking/stop settings
`/campaigns/{id}/sequences`	POST	Save email sequences
`/campaigns/{id}/leads`	POST	Add leads (max 100 per call)
`/campaigns/{id}/email-accounts`	GET	List mailboxes on a campaign
`/campaigns/{id}/email-accounts`	POST	Assign mailboxes to campaign
`/campaigns/{id}/status`	POST	Change campaign status (START/PAUSED/STOPPED)
`/campaigns/{id}/analytics`	GET	Top-level campaign analytics
`/email-accounts/`	GET	List all email accounts (offset/limit)

Example Prompts

"Set up a Smartlead campaign for Truewind targeting accounting firms"
"Create an outreach campaign — I have a CSV of leads"
"Launch a cold email campaign to CFOs at mid-market companies"
"Set up a 3-email sequence in Smartlead and allocate 5 free mailboxes"

Metadata

yaml

metadata:
  requires:
    env: ["SMARTLEAD_API_KEY"]
  cost: "Free (Smartlead API included with plan that has API access)"

setup-outreach-campaign

NPX Install

Tags

SKILL.md Content

setup-outreach-campaign

Inputs

Setup

Procedure

Step 1: Gather Campaign Info

Step 2: Create the Campaign

Step 3: Find and Allocate Mailboxes

3a: Fetch all email accounts

3b: Identify which mailboxes are currently in use

3c: Filter for free mailboxes

3d: Select and assign

Step 4: Ingest Leads

4a: Parse the lead list

4b: Validate and deduplicate

4c: Upload in batches

Step 5: Craft the Email Sequence

Step 6: Set the Schedule

Step 7: Confirm and Optionally Start

Optional: Update Campaign Settings

Smartlead API Reference

Example Prompts

Metadata