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Step 3 · Launch & measure

What you'll do

Launch the campaign, monitor the first hour for anything wrong, then read causal lift in the report 48–72 hours later.

Launch checklist (last pre-flight)

Before clicking Launch, run through this:

CheckWhat you want
Approval statusApproved (Agency tier) / not required (other tiers)
Recipient countMatches segment − holdout − fatigue skips
Test sendAt least one sent to your own email; it landed in inbox (not spam)
Render previewLooks right on mobile and desktop
TrackingOpen + click + conversion tracking enabled (default)

If everything is green: Launch.

What happens in the first hour

The system processes sends in batches — typical send rate for an email campaign is ~50K/hour per shop, scaled up on higher tiers. WhatsApp + SMS are slower (rate-limited per Meta / Twilio quotas).

You'll see live counters tick up:

  • QueuedSentDeliveredOpenedClickedConverted

Two things to watch in the first 30 minutes:

  1. Bounce rate spike. If bounces exceed 5%, you have list-hygiene issues — investigate the bounce reasons.
  2. Unsubscribe rate spike. If > 1% of recipients unsubscribe in the first hour, the message was off-brand or the audience was wrong. Don't panic — pause the campaign, fix, relaunch on a fresh segment.

Read the report — 48 hours later

48 hours is the sweet spot for first-read: most opens + clicks land in the first 24h, and conversions trail by a day. Open the campaign in Sales engine → Campaigns → [your campaign] → Report.

You'll see:

SectionWhat it tells you
FunnelSent → Delivered → Opened → Clicked → Converted. Where customers drop off.
Per-channelIf you sent multi-channel, which channel drove the conversion.
Holdout comparisonThe number you came for.

Read the holdout (causal lift)

The holdout report has two numbers:

  1. Treatment group revenue — what the recipients of the campaign spent in the 7-day window after send.
  2. Holdout group revenue — what the 10% who didn't receive the campaign spent in the same window.

If treatment beats holdout by a margin larger than statistical noise, the campaign caused the lift. The system reports the lift as a percentage with a confidence band: e.g. +18% lift, 95% confidence.

Common findings on a first campaign:

PatternMeaning
Big positive lift (e.g. +20%)Audience + message fit. Run it again.
Small positive lift (e.g. +3%)Audience right, message weak. Iterate the copy.
No lift / slight negativeAudience wrong, or recipients would have bought anyway. Pick a more responsive segment.
Lift but with high unsubReached people, but wrong message. Tighten audience or soften message.

Decide what's next

Three productive responses to the first campaign report:

  1. Run a variation — keep the audience, change one variable (subject line, send time, offer). Measure the lift.
  2. Expand the audience — if the lift was strong, broaden the segment 2–3× and re-send to the new entrants.
  3. Move up the funnel — convert this campaign into a journey (Journeys & automations) so it fires automatically on new customers entering the segment.

What you have now

A complete first campaign, measured with causal lift — not a guess about whether it worked.

Tutorial complete 🎉

You've covered the full loop: audience → message → launch → measure. Repeat this loop weekly; the team's data-driven muscle compounds fast.