Globals & Settings
Under Configurations in the Aimly Email sidebar, Globals defines account-wide defaults inherited by every new Campaign, while Settings controls notification behavior.
Global Content Guidelines
Content Guidelines define the default writing instructions used whenever AI generates personalized outreach or follow-up emails for a campaign that inherits global guidelines.
| Field | Options / Max length | Purpose |
|---|---|---|
| Goal | Up to 200 characters | Primary outcome you want the email to achieve (for example, booking an intro call or confirming interest). |
| Tone | Professional, Professional but friendly, Enthusiastic, Concise, Formal, Casual | Overall voice applied during AI copy generation. |
| Value Proposition | Up to 300 characters | Core reason the recipient's organization benefits from your offer. |
| Email Length | Short (~40 words), Medium (~80 words) (default), Long (~160 words) | Target word-count guidance for generated emails. |
| Call to Action | Up to 100 characters | Specific closing ask placed at the end of the email. |
| Writing Guidelines | Up to 1,000 characters | Custom voice, formatting, or phrasing rules (for example, "Avoid buzzwords, keep paragraphs to two sentences, and use a direct founder-to-founder voice"). |
| Additional Notes | Up to 1,000 characters | Extra context, proof points, or seasonal details for the AI writer to factor in. |
Click Save after editing to update the account-wide defaults.
Select the closest preset Tone from the six options above, then place specific voice instructions, banned phrases, or structural rules inside Writing Guidelines.
Global Attachments
Files uploaded or linked in the Attachments section of Globals are automatically included on outgoing emails for every campaign that keeps global attachment inheritance enabled.
- Supports the same 10 file types (
.pdf,.docx,.txt,.csv,.jpg,.jpeg,.png,.gif,.webp,.svg) up to 5 MB per file. - Every file uploaded here also appears in File Manager, where you can preview, rename, download, or manage its campaign links.
Global Sending Calendar
The Sending Calendar controls which days of the week queued campaign and automation emails are permitted to leave your mailboxes.
- Timezone — select any IANA timezone (defaults to
UTC). Aimly displays the current local time in that timezone for reference. - Sending Days — choose a quick preset (Weekdays only (default: Monday–Friday), Every day, or All paused) or toggle individual days (
Mon–Sun).
When the current day in the configured timezone is unchecked, outbound sending pauses automatically for campaigns inheriting this calendar. Queued and scheduled emails are never dropped — they remain queued and dispatch automatically as soon as the next permitted sending day begins.
Per-campaign inheritance and overrides
New campaigns inherit all three global sections (Content Guidelines, Attachments, and Sending Calendar) by default. Inside any campaign's settings, you can disable inheritance independently for each section to configure campaign-specific copy rules, campaign-only attachments, or a region-specific sending timezone and schedule.
Updating Globals affects future email generations and live schedule evaluations immediately, without rewriting saved drafts or emails already scheduled or sent.
Workspace Settings
Open Settings under Configurations in the Aimly Email sidebar to configure one account-wide preference:
| Setting | Default | Behavior |
|---|---|---|
| Lead reply notifications | On | Emails your account address the first time Aimly detects a response from a lead on a mailbox. Automatic replies never count. Changes save immediately. |