1. Activating your campaign
The Campaign is running toggle determines whether your campaign is active.
On: the campaign sources and contacts prospects according to your settings.
Off: the campaign stays paused. Prospects aren't sourced nor contacted.
You can flip this toggle from the overall campaigns dashboard or from within the campaign dashboard itself.
2. What happens after you activate
By default, a new campaign runs with Follow-up Autopilot enabled and Full Autopilot disabled. Here's what that means in practice.
As prospects are gradually enrolled into your campaign (see Prospect Enrollment Cadence), the first touch for each prospect, meaning their first email or first LinkedIn message, lands in the To Review tab and waits for your approval.
Once you approve & send that first message, the rest of the sequence flows automatically, because Follow-up Autopilot is on by default. In short: you only review the first touch, and the follow-ups take care of themselves.
3. Reviewing your first messages ("To Review" tab)
While Full Autopilot is off, every prospect's first message appears in the To Review tab. From there you can review, edit, and approve each message before it sends.
To send a message, open it and click the green "Approve & Send" button at the bottom center of the screen.
After you send a prospect's first message, their follow-ups send automatically (see Follow-up Autopilot below).
4. Follow-up Autopilot
Enabled by default. You'll find it in Campaign Settings > Autopilot, alongside the Full Autopilot toggle. This setting controls only the follow-up messages that come after a prospect's first message has been approved and sent. It does not affect that initial message.
With Follow-up Autopilot on, once you've approved the first touch, the rest of the sequence continues on its own without further review.
5. "Full" Autopilot
Disabled by default. Normally, you approve each prospect's first message in the To Review tab. Enabling Full Autopilot (labelled simply Autopilot in Campaign Settings) removes that step: Overloop automatically approves and sends the first message too, so the entire sequence, first touch and follow-ups, runs without any manual review.
Turn this on when you're confident in your prospect filters and messaging and want the campaign to run hands-off. This is what saves you the most time: if it stays off, you'll need to come back to the To Review tab regularly to approve the first messages of the new prospects sourced into your campaign each day.
You can enable Full Autopilot in three places:
From the campaign dashboard
From within the To Review tab
In Campaign Settings > Autopilot
When you enable Autopilot for the first time, Overloop shows a confirmation window summarizing what will happen to your current and future messages. Review it and confirm to switch Autopilot on.
