Setup Outreach Campaign Smartlead

setup-outreach-campaign-smartlead

Set up a complete outbound email campaign in Smartlead: create the campaign, add leads, write a 2-3 email sequence, configure the schedule, and allocate mailboxes.

Inputs

Setup

Requires a Smartlead account with API access. This skill does not use the Gooseworks proxy — the user must supply their own Smartlead API key.

export SMARTLEAD_API_KEY=your_api_key_here

You can find your API key in the Smartlead dashboard under Settings → API Keys. If SMARTLEAD_API_KEY is not set, ask the user for it before proceeding.

All API calls go to https://server.smartlead.ai/api/v1 with ?api_key=$SMARTLEAD_API_KEY appended.

Rate limit: 10 requests per 2 seconds.

Procedure

Step 1: Gather Campaign Info

Ask the user the following questions. Group them conversationally — don't dump all at once.

Campaign identity:

• "What is the name for this campaign?" (e.g., "Truewind - Accounting Firms - Feb 2026")
• "What is the goal?" (e.g., book demos, drive trial signups, conference follow-up)

Audience & leads:

• "Who is the target audience?" (ICP: title, company type, size, industry)
• "How are you providing the lead list?" — options: CSV file, output from a prior skill (company-contact-finder, luma-event-attendees), or "I need to find leads first" (chain to company-contact-finder)

Messaging:

• "What is the core value proposition or pain point?"
• "What is the call to action?" (e.g., "Book a 15-min demo")
• "What tone — casual, semi-formal, or formal?"
• "Any personalization angle?" (e.g., reference their job posting, event, industry news)

Schedule:

• "What days should emails be sent?" (default: Mon-Fri)
• "What hours and timezone?" (default: 8am-6pm ET)
• "Max new leads per day?" (default: 20)
• "When should the campaign start?" (default: tomorrow)

Mailboxes:

• "How many mailboxes to allocate?" (default: 5)
• "Auto-select free mailboxes, or show me a list to choose from?"

After gathering answers, present a summary and confirm before proceeding.

Step 2: Create the Campaign

POST https://server.smartlead.ai/api/v1/campaigns/create?api_key=$SMARTLEAD_API_KEY

Body:
{
  "name": "<campaign_name>",
  "client_id": null
}

Response:

{
  "ok": true,
  "id": 3023,
  "name": "Test email campaign",
  "created_at": "2022-11-07T16:23:24.025929+00:00"
}

Capture campaign_id from id. All subsequent calls use this.

Step 3: Find and Allocate Mailboxes

This step determines which mailboxes are available and assigns them to the campaign.

3a: Fetch all email accounts

GET https://server.smartlead.ai/api/v1/email-accounts/?api_key=$SMARTLEAD_API_KEY&offset=0&limit=100

Returns a list of all email accounts with id, from_email, from_name, daily_sent_count, warmup_details, is_smtp_success, is_imap_success.

3b: Identify which mailboxes are currently in use

Fetch all campaigns:

GET https://server.smartlead.ai/api/v1/campaigns?api_key=$SMARTLEAD_API_KEY

For each campaign with status = "ACTIVE" or "STARTED", fetch its email accounts:

GET https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/email-accounts?api_key=$SMARTLEAD_API_KEY

Build a set of all email_account_id values currently assigned to active campaigns.

3c: Filter for free mailboxes

A mailbox is "free" if:

1. Its id is NOT in the active-campaign set from 3b
2. is_smtp_success = true AND is_imap_success = true (account is functional)

Sort free mailboxes by daily_sent_count ascending (prefer coolest/least-used mailboxes).

3d: Select and assign

If mailbox_selection = "auto": select the first N free mailboxes.

If mailbox_selection = "manual": display all accounts as a table (name, email, daily_sent_count, status) and let the user pick.

If fewer than N free mailboxes are available, tell the user: "Only X free mailboxes found. Proceed with X, or pick some currently-in-use mailboxes?"

Assign selected mailboxes:

POST https://server.smartlead.ai/api/v1/campaigns/{campaign_id}/email-accounts?api_key=$SMARTLEAD_API_KEY

Body:
{
  "email_account_ids": [101, 204, 305, 412, 518]
}

Step 4: Ingest Leads