Here is how to easily set up your campaign from scratch and a quick look at exactly what you need to do.
📝 Step 1: Tell Us About Yourself
Defining your audience only takes a few keystrokes.
Type your company website into the Your website field.
In the text box below it, describe your Ideal Customer Profile (ICP) and any key buying signals (e.g., "Sales manager in software companies in the US, company size 200-500 and raised funds in the last 90 days").
Click to proceed to the next step.
⚙ Step 2: Refine Your Ideal Customer Profile
The system automatically extracts key details from your input.
Review the generated Industry keywords, Company size, and Title keywords.
Customize or add more keywords to these sections if needed.
Click the Build your list button in the bottom right corner.
🔍 Step 3: Prospect Your Leads
Now, you will see a tailored list of prospects based on your exact criteria.
Use the left sidebar to filter leads by Location, Revenue, Years of experience, and more. (Note: You can also choose to import an existing list via CSV or connect your LinkedIn account here!)
Click the + Add to campaign button in the top right.
Select how many leads you want to add (e.g., Add 25 leads).
Click the Qualify your leads button.
🧠 Step 4: Qualify Your Leads
Stop wasting time on bad fits by having the AI qualify your leads first.
Select Template signals to check for specific qualifiers, such as a company phone number, recent job openings, or recent funding.
(Optional) Click + Create your own signal to qualify leads if you want the AI to search for a custom data point (like checking their technology stack).
Click Build your campaign and the system will automatically fetch the data to score your leads.
✉ Step 5: Build Your Campaign Sequence
Once the leads are qualified, it's time to set up your messaging.
Choose one of the Default templates (like Simple LinkedIn, Simple Email Only, or Cross-Channel) or build your own custom workflow.
Click Preview to double-check your messages and formatting.
Click the Launch leads button.
🚀 Step 6: Launch Leads
You are at the finish line! Just configure your final sending parameters.
Under Sender accounts, click Connect a LinkedIn or connect your email/WhatsApp account.
Under Launch settings, adjust the name of your campaign and select your correct timezone.
Set your Sending limits (e.g., maximum messages or connection requests per day) and select your active Sending window (e.g., Monday to Friday, 09:00 - 17:00).
Review the AI research costs, and click the orange Launch campaign button!
You're all set! 👏 Your campaign is officially live. From here, you can navigate straight to your campaign dashboard to track performance analytics and manage your leads.