- 1
Find the Setup Progress panel
Open your campaign's Info tab. Near the top, a Setup Progress card shows a fraction like 2/6 with a progress bar - that's how many of the six required items are done.
- 2
Confirm Campaign details
Campaign details checks off automatically once the campaign has a name - it shows the campaign name underneath when complete.
- 3
Add Contacts
Contacts added stays unchecked until at least one contact list is attached. Click the row to jump straight to adding lists.
- 4
Connect Email connectors
Email connectors needs at least one connected sending mailbox. Click the row to open your connector settings.
- 5
Build the Workflow
Workflow built checks off once your canvas has nodes configured - it shows the node count, e.g. “6 nodes configured”.
- 6
Set the Schedule and Calendar
Schedule configured requires a sending schedule to be set. Calendar connected only applies to campaigns with a meeting goal - connect a calendar so meeting booking works.
- 7
Reach 6/6 before launching
Each completed item turns green with a checkmark and the fraction climbs toward 6/6. Work through any unchecked row - clicking it takes you straight to the place to fix it.
Pro tips
Hard-won shortcuts that keep warm-up on track.
Click a row to jump straight there
Every unfinished checklist item is itself a shortcut - click it instead of hunting through tabs for the setting it needs.
Calendar only applies to meeting goals
If your campaign's goal isn't meeting-booking, that row won't gate you - it's conditional on the goal you picked.
Workflow built means configured, not just present
The node count only increments for nodes that are actually configured, not just dropped on the canvas.
Check Setup Progress before Test Workflow
A campaign under 6/6 can still fail a test run for the same reasons the checklist is flagging - clear it first.
Frequently asked questions
Where do I find launch readiness?
On the campaign's Info tab, in the Setup Progress card at the top - it shows a running count like 2/6.
What are the six Setup Progress items?
Campaign details, Contacts added, Email connectors, Workflow built, Schedule configured, and Calendar connected.
Does Calendar connected always need to be checked?
No - it only matters for campaigns with a meeting-booking goal. Other campaigns can reach full readiness without it.
How do I fix an unchecked item?
Click the row itself - each incomplete item links directly to the tab or panel where you complete it.
Does Workflow built just mean I added nodes?
It means the nodes on your canvas are actually configured, not merely placed - it shows a count like “6 nodes configured”.
Is there a separate Launch confirmation after 6/6?
Reaching 6/6 clears every tracked setup gap; use Test Workflow to verify the sequence runs before sending to real contacts.
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