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FeaturesCampaignsCreating Campaigns

Creating Campaigns

Set up a new campaign to organize your leads.

Prerequisites

  • AE or Super Admin role required
  • Know your target market or initiative goal

Step-by-Step

  1. Navigate to Campaigns from the sidebar
  2. Click “Create Campaign” button
  3. Fill in the campaign form
  4. Click Save

Campaign Form Fields

Basic Information

FieldRequiredDescription
NameYesCampaign identifier (1-100 characters)
DescriptionNoNotes about campaign objectives
StatusYesDefaults to Active

ICP Filters (Optional)

These filters define your Ideal Customer Profile:

Industry Targeting

  • Industries (e.g., “Healthcare”, “Financial Services”)
  • Industry Keywords (e.g., “digital transformation”)

Job Targeting

  • Job Titles (e.g., “VP Engineering”)
  • Seniority Levels (C-Suite, VP, Director, Manager)
  • Departments (e.g., “Engineering”, “Finance”)

Company Targeting

  • Employee Count Min/Max
  • Revenue Range

Location Targeting

  • Countries
  • States

Example Campaign Setup

Campaign: Healthcare IT Decision Makers

Name: Healthcare IT Decision Makers
Description: Q1 2025 outreach to IT leaders in healthcare
Status: Active

ICP Filters:
- Industries: Healthcare, Hospitals
- Seniority: C-Suite, VP, Director
- Departments: IT, Engineering
- Employee Count: 100-5000
- States: CA, TX, NY, FL

After Creating

Once created:

  1. Campaign appears in campaign list
  2. Available in extension dropdown
  3. Can assign leads via bulk actions
  4. ICP filters apply to AI Prospecting

Tips

  • Be specific with ICP filters for better AI Prospecting results
  • Use descriptive names that identify the target
  • Add notes in description for team context
  • Start active - pause later if needed
Campaign OverviewICP Filters