Campaigns

Organize your outreach efforts into structured campaigns targeting specific segments.

Creating Campaigns

Click New Campaign to set up:

• Name - Descriptive campaign name
• Description - Campaign goals and context
• Target ICP - Link to an ICP profile
• Start/End Dates - Campaign duration
• Owner - Team member responsible

Campaign Types

• Outbound - Cold outreach to new prospects
• Inbound - Nurture sequences for inbound leads
• Event - Conference or webinar follow-ups
• Re-engagement - Win-back dormant contacts

Adding Contacts

Add contacts to campaigns individually or in bulk:

1. From campaign view, click Add Contacts
2. Search and select contacts
3. Or use filters to add matching contacts

Campaign Sequences

Link a sequence to automatically enroll campaign contacts. Each contact progresses through the sequence steps independently.

Campaign Metrics

Track campaign performance:

• Contacts enrolled - Total in campaign
• Email open rate - Engagement metric
• Reply rate - Response percentage
• Meetings booked - Conversion to meetings
• Pipeline generated - Revenue influenced