You create a sourcing campaign in a four-step wizard, and it saves as a draft — no candidates are sourced and no email is sent until you launch it after a dry-run.
Go to Sourcing → Campaigns and start a new campaign.
- Name the campaign
- Choose the type: Candidate sourcing (or Business development — see the BD guide)
- Pick the desk it runs under
- Set the handoff email — the address that gets CC'd into live threads when you take over a warm reply — and a short handoff message
Build the targeting filters that define who gets contacted:
- Job titles (required for sourcing)
- Seniority, function, and industry
- Locations — country, region, or city
- Company sizes and free-text keywords
- Recently changed jobs — target people who moved in the last 90 days
As you refine filters, the wizard shows a live audience estimate ("~X profiles") so you can see whether you're targeting a puddle or an ocean.
Note: locations in Germany are blocked at creation — cold B2B email there carries legal risk. See Sourcing compliance, geography, and off-limits.
Write the cold email: a subject line, the opening email body, and up to two follow-up bodies. Keep it short, specific, and honest — this is a first touch to a stranger.
The review screen shows everything in one place, plus a reminder that prospects whose email domain matches your client blocklist (Settings → Client Domains) are filtered out automatically.
Click Save & dry-run. The campaign is saved as a DRAFT and you're taken straight into the Playground to rehearse the candidate experience. Nothing external has happened.
- Edit the copy — the subject, opener, and follow-ups can be edited on a draft (the Playground has an edit-copy affordance built into the loop). Once launched, the copy is frozen.
- Discard — a draft can be deleted at any time; since it never left PlacementFlow, discarding it touches nothing external.
- Launch later — drafts keep. At launch, the compliance checks re-run and the client-domain blocklist snapshot is refreshed, so clients added since you saved the draft are still protected.
- Estimates your audience size live as you build filters.
- Once launched: sources matching candidates, enriches contact details, sends your sequence, and stops the sequence the moment someone replies.
- You approve the launch itself — a draft can sit forever without a single email going out — and every warm reply afterwards.
- "Cold outreach to Germany is not permitted" — remove the German location from your targeting; this is a legal constraint, not a setting.
- "AI actions are paused for your agency" — the agency kill switch or a billing pause is active; resolve that first.
- "Only draft campaigns can be launched" / "already being launched" — the campaign has already moved past draft, usually because a launch fired in another tab.
- Audience estimate shows an error — the estimate is a convenience; you can proceed, but consider simplifying filters and retrying.