Creating a Campaign
Sam Liu avatar
Written by Sam Liu
Updated over a week ago

In this guide, we will briefly look at how you can create and launch a Campaign for your AI in 5 steps.

Create your campaign

First, select "Create New Campaign."

Select a playbook to start with or create a campaign from scratch.

Give your campaign a suitable name.

Design AI Conversation Flow

Next, you should edit the email messaging that your AI Assistant will use. You can go to the editing page by clicking "Customise AI Conversation Flow".

Read more about editing the Conversation Flow here.

Enroll your Leads

Next, select the leads for your campaign. At this point, you can also specify the Suppression List(s) to prevent your AI Assistant from reaching out to particular emails and/or domains.

Note that existing leads that have previously Bounced and/or have been marked Do Not Contact from previous campaigns form their own suppression lists which are automatically added to all campaigns.

Schedule Your Campaign

You can also schedule the start date and end date for your campaign. Learn more about how campaign scheduling works here.

Review and Launch

At the final step before your campaign launch, the system will check to ensure that everything is good to go. Once everything is ready, click "Launch Campaign" and your AI Assistant will begin scheduling emails to go out to your leads!

What’s next?

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