> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truagents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your first campaign

> Build your first real outreach workflow by combining audience, channel, instructions, and agents.

## Summary

Campaign setup is where the earlier setup work starts paying off. A campaign brings together:

* the audience you want to reach
* the communication channel
* the instructions that shape the outreach
* the agents, templates, and supporting content that influence message behavior

In the current app, campaign creation is already a rich form with both operational and AI-related decisions in one place.

## Who this is for

* New customers launching a first controlled campaign
* Campaign managers and operators
* Internal teammates validating that setup work is complete enough to run

## Where to find it in the app

* **Campaigns**
* **Campaigns → Create**
* **Campaign Runs**
* **Goals**
* **Templates**

<img src="https://mintcdn.com/truagents/VZr9vfxgb7kk_70a/images/truagents-campaigns-seeded-list.png?fit=max&auto=format&n=VZr9vfxgb7kk_70a&q=85&s=56d398d7f5e204b739d57d67ea510652" alt="TruAgents campaigns workspace showing seeded campaigns, filters, and the create-campaign entry point" width="3840" height="2160" data-path="images/truagents-campaigns-seeded-list.png" />

The first useful visual cue is the main **Campaigns** workspace itself: you start from a list of reusable campaign definitions, then move into creation, review, runs, and replies from the same area. That is a better mental model than thinking of campaign setup as a one-time form you never revisit.

## What the current campaign form tells us

The first campaign setup likely depends on these decisions:

* campaign name
* segment or audience selection
* channel selection
* writer and reviewer selection
* instructions for initial outreach
* response behavior
* template use for email flows
* active or inactive state

## Campaign-design checklist

| Decision area        | Safer first-pass approach                                   |
| -------------------- | ----------------------------------------------------------- |
| Audience             | Use a small controlled segment                              |
| Channel              | Choose one channel you already trust operationally          |
| Writer and reviewer  | Keep the combination understandable to another teammate     |
| Initial message mode | Prefer the simplest mode that still tests the real workflow |
| Responses            | Treat them as part of the design, not a later afterthought  |
| Active state         | Leave room for review before going live                     |

## Recommended first campaign strategy

### Keep the first campaign narrow

Use a controlled segment and a clear business purpose. The goal of the first campaign should be validation, not maximum scale.

### Prefer clarity over flexibility

A simple first campaign makes it easier to understand whether issues come from the audience, the instructions, the agent setup, or the channel configuration.

### Treat responses as part of the design

The campaign form already suggests that initial outreach and response behavior are tightly connected. Do not think only about the first outbound message.

## A practical first campaign recipe

1. Pick one segment you can explain in a sentence.
2. Choose one channel with validated setup.
3. Use one writer the team already understands.
4. Keep the first instructions narrow and goal-driven.
5. Decide whether responses should be on or off before you save.
6. Make sure another teammate could read the campaign later and understand what it is trying to do.

## Example: first campaign that is easy to debug

A good first campaign is:

* small enough that mistakes are survivable
* specific enough that "success" is obvious
* simple enough that failures can be traced back to setup, audience, or instructions

## Warning signs before launch

* the audience is broad because "we can narrow it later"
* two or three moving parts changed at once and nobody knows which one matters
* the campaign is live before the team agrees on how to review runs and drafts

## Success checklist

* [ ] A valid segment exists and is selected.
* [ ] The chosen channel has enough supporting setup to run safely.
* [ ] The required writer and reviewer choices are understood.
* [ ] The campaign can be saved and is understandable to another teammate reviewing it later.
* [ ] The team knows whether the campaign should stay inactive for review or move toward a first run.

## What we should expand later

* Differences between auto and manual initial message modes
* Response behavior and responder settings
* How file sets, templates, and static content affect campaign output
* When to use goals and how campaign runs should be reviewed after launch

## Related pages

* [Create your first agent](/getting-started/create-your-first-agent)
* [Create and edit campaigns](/workflows/create-and-edit-campaigns)
* [Manage campaign runs and goals](/workflows/manage-campaign-runs-and-goals)
