Creating Campaigns
Key Takeaway
A campaign needs four elements: a descriptive name, a specific goal, a defined target audience (industry + location), and a duration — after that your agent takes over lead generation, email verification, personalized outreach, and follow-ups automatically.
Campaign Configuration
Every campaign needs four key elements:
1. Name & Goal
Give your campaign a clear name and define what success looks like. The more specific your goal, the better your agent can optimize its approach.
Good: "Book 15 demos with Portland HVAC companies in Q1"
Too vague: "Get more customers"
2. Target Audience
Define who your agent should reach:
- Industry — The type of business (e.g., "Restaurants," "Law firms")
- Location — Geographic target area (e.g., "Portland, OR")
- Size (optional) — Business size criteria
- Additional Criteria — Any other qualifiers
3. Duration
Set how many days the campaign will run (1-90 days, default 30). Longer campaigns allow more follow-up rounds.
4. Daily Email Limit
Your plan determines your maximum daily email volume (Free: 5, Pro: 50, Ultra: 150). Your agent sends up to this limit each day from day one.
After Creation
Your agent receives the campaign details and begins:
- Researching leads matching your criteria
- Verifying email addresses
- Drafting personalized outreach
- Scheduling sends within your daily limit
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