Setting up an organized campaign sequence is crucial for successful outreach. It involves creating personalized emails and LinkedIn messages, automating the process, and ensuring each step is timed to engage your leads effectively. Whether you choose to write your messages yourself or use AI to help, a well-planned campaign sequence can greatly improve your outreach results.

In this documentation, we’ll walk you through the steps to set up your campaign sequence, ensuring that each stage is properly defined and customized.

Let’s get started 🚀

Step 1: Log in to your account and click on the Campaigns icon from the left-hand sidebar.

Step 2: Once you have navigated to the Campaigns dashboard, click the + Create button.

Step 3: A modal window will appear where you can enter the Campaign name.

Step 4: Once the campaign name is added, click on the Create button.

Step 5: Choose the leads list that best matches your target audience.

Step 6: Once the audience is selected, navigate to the Sequences tab to proceed.

This will take you to the Sequence page, where you can start adding outreach steps to your campaign.

Step 7: Click on the + Add Step button to add actions to your campaign sequence.

This will take you to the Sequences section to define each step of your outreach process by choosing the type of action to be performed.

Define the conditions for your outreach sequence and then set up the actions that will happen based on those conditions. This will allow you to create personalized, automated campaigns using

Automate your outreach by sending personalized emails to your prospects. You can either craft the message yourself or let AI do the work for you from the following:

Create custom emails tailored to your needs. You'll manually write the subject line and body content for each message.

Step 1: Click on the + Add Variant button to proceed further.

A new window will appear, where you can customize your email content. The table below explains the fields displayed for each variant of your email actions.

Step 2: Once you have entered the values in the respective fields, hit the Save button.

This will add the first action in the campaign sequence, where the platform will send an email.

Let the system generate email content for you using AI technology. It will personalize your message using prospect details like name, company, or industry.

Step 1: Click on the + Add Step button to add the AI-assisted option.

Step 2: Click on the + Add Step button to define additional actions in the sequence.

The table below explains the fields displayed for each variant of your email actions.

Step 3: Once you have entered the field, click on the Generate Template button.

Step 4: Click on the Generate Template button again.

Step 5: Select the AI-generated subject and body.

Step 6: Click on the Save button.

This will add the AI-generated action in the campaign sequence, where the platform will send an email.

In this section of the campaign setup, you have two primary options to perform actions on LinkedIn:

This option allows you to send a personalized message to your leads directly via LinkedIn. You can write the message manually or use AI assistance to generate the content.

Step 1: Click on the Message option.

Step 2: Click on the + Add Variant button to add variants for the LinkedIn message.

A modal window will appear, where you need to write the LinkedIn message you want to send to your prospects.

Note: The Rules options allow triggering the next action based on whether the recipient opened or clicked on the previous message.

Step 3: Click on the Save button.

Step 4: The Magic Message Helper provides several fields that you need to fill in order to create a personalized LinkedIn message.

Step 5: At last, click on the Save button.

This option enables you to send a connection request to your leads on LinkedIn. By selecting this option, you can reach out to potential connections and build your professional network.

Step 1: Click on the Connection Request button.

Toggle the "Send Message with connection" to send a message along with the connection request.

Note: The "Rules" allow for the next action to be triggered based on whether the recipient opened or clicked on the previous message.

Step 2: Click on the + Add Variant button to add variants for the connection request.

A modal window will appear, where you need to write the LinkedIn message you want to send to your prospects.

Step 4: Click on the Save button.

Step 5: The Magic Message Helper provides several fields that you need to fill in order to create a personalized LinkedIn message.

Step 6: At last, click on the Save button.

This will add the action in the campaign sequence, Now you can save your work as a draft by clicking Save As Draft.

Alternatively, you can finalize and activate the sequence by clicking on Create AI Agent to start automating your campaign process.