We understand how important it is for teams to get up and running quickly when adopting new tools. Campaign AI provides a seamless starting point, helping you and your team overcome any blank-page anxiety.

What are the benefits of Campaign AI?

• Start fast: Get your campaigns up and running in no time.

• Reduce onboarding time: Shorten the ramp-up time for new hires.

• Personalized campaigns: Tailor campaigns to suit your specific use case.

• Maintain consistency: Ensure a consistent tone of voice across all campaigns.

• Launch effortlessly: Quickly spin up campaigns for new roles and candidates.

Please follow the steps below to begin creating your campaigns with AI.

First, go to the campaigns page and select "New Campaign". Then from the options shown, select "Get help with AI" to begin creating with Campaign AI.

You'll need to select what type of campaign you'd like to create. You can choose between Candidate Sourcing, Business Development, and Pitch a Candidate.

Then select the types of outreach you want to use in your campaign and how many steps will be in your campaign. You can select from the following options:

Now set how long you want the campaign to run for. Unsure of how long your campaign should run for? We'll give you a recommendation on how long the campaign should be based on the steps you set as highlighted by the numbers in blue.

Now, select a tone for the campaign. You can choose from Casual, Professional, and Replicating the tone of a previous campaign.

If you select "Replicate Tone", you'll be asked to select a past campaign from the drop-down list. Campaign AI will use this content as inspiration and replicate the tone of voice in your new campaign. You will need previous campaigns in order to use the "Replicate Tone" option.

Add in additional details to personalize the campaign such as including the hiring company name in the outreach, position title and description, and job location. You can click "Add more information" to add additional options.

Click "Generate Campaign" to trigger Campaign AI to generate your new campaign. Please note this may take up to a minute and can vary depending on the number of steps.

You'll be able to review the campaign on the next page. The messaging in the campaign will be tailored based on the information provided on the previous pages.

You'll be able to make simple edits to the content for individual steps here, but if you want to make changes to the order of steps or the channel type, you'll be able to do so on the main campaign page after clicking 'Create Campaign'.

Note: If you go back, you will lose that exact campaign, the information will be used to generate an entirely new campaign. You will see a warning modal like this:

Once the campaign is built out and you're happy with it, click "Create Campaign". The campaign will now appear in the campaigns page where you can continue editing or make any necessary changes. Once the campaign has been reviewed and is ready to go, press save.

You are now all set to add contacts to your campaign! As soon as contacts have been added, your outreach will be automatically scheduled to send.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬