Setting one up
1
Profile and automation
Choose the profile, then decide how far a run goes on its own. Every run always personalizes;
these three switches decide what follows.
For a first campaign, switch the review gate on.
2
Targets and batches
Pick people from your list into one or more batches. This step also holds the
: the moment your preview images and animations start
from. Leave it unset and the system picks a window around the personal moments.
3
Channels
Tick the channels you will send on, such as email, LinkedIn or WhatsApp. This writes the matching
outreach copy for each recipient. It does not send anything.
4
Review
Name the campaign and check the summary. Saving activates it and locks the profile.
Batches, and why they are small
A is a group of people produced together. It references rows in your list rather than copying them, so your list stays the single source of truth. A batch holds up to 25 recipients. That is a deliberate limit, not a performance ceiling: it keeps any single mistake small and reviewable. Split a larger list across several batches and run the first one before you commit to the rest. When you pick people, two guards run:- Duplicates inside your selection are collapsed.
- Overlap warnings appear when someone is already in another batch of this campaign, or another campaign on the same profile. Overlap is allowed, since re-running someone can be intentional, but it should never happen by accident. Each membership produces and costs separately.
Running a batch
Press Run. Every person moves through up to four , and the batch card shows one progress bar for each.A batch is only complete when the last preview image is built, not the last video. Ready means
sendable. Hold your send until the whole card is green.

A campaign with five completed batches: the profile and automation along the top, then one card per batch with its four phase bars.
Controls
When a batch will not start
The most common reason is consent. A batch whose presenters have not all consented tells you so before it runs: it names each presenter who is blocking, counts the recipients affected, and offers a direct route to the cast to chase them. Re-check once they have acted.Reading a failure
Failure is a visible state rather than a mystery. The batch card counts failures per phase and shows the most recent reason. Inside the batch, each failed person carries their own reason. “Waiting for presenter master” is not a failure. Each presenter’s shared scenes are produced once and then reused for all of their recipients, so the first person of a presenter takes longer and the rest are quick. That is the system saving you time and money.Next
Reviewing before you send
Read every script before anything is rendered.
The manifest and sending
Collect the results and get them into your sending tool.
