Video Tutorial
Overview
The Campaign Wizard guides you through a 5-step process to create and launch outreach campaigns. Each step validates your inputs before proceeding, ensuring your campaign is properly configured before activation.
Wizard Steps: Campaign Basics → Sequence Preview → Target Audience → Timing → Review & Launch
Edit Functionality: Click any step summary to return and modify your configuration. Your progress is preserved—editing earlier steps won't discard later configurations.
Step 1: Campaign Basics
Step 1: Campaign Basics
Define your campaign's identity and objectives.
Field | Required | Description |
Campaign Name | Yes | Name for the campaign |
Description | No | Brief description of the campaign. The more descriptive and detailed the campaign information, the better AI can generate personalized, effective messages that resonate with the audience. |
Data Source | Yes | Dropdown: Select where the campaign data will come from (Vincere, Bullhorn, Access Recruitment CRM, Access DataVault, Data Upload) |
Target Entity Type | Yes | Candidate or Client |
Success Measure (Optional)
Add a measurable target to track campaign performance.
Note: Each campaign supports one success measure. You manually select the outcome once the campaign finishes.
Field | Required | Description |
Measure Title | Yes* | Metric name |
Measurement Type | Yes* | Radio selection: Number, Money, Percentage, Free Text |
Description | No | How this measure will be tracked and what success looks like |
Target Value | Yes* | Numeric target for the measure (e.g., 100) |
Current Progress | No | Current progress toward the target. Default is 0. Updates automatically when linked to metrics. |
Notes | No | Additional context or notes about this measure |
*Required if a success measure is needed to be set for a campaign
Progress Preview: Displays a visual progress bar showing current progress against target (e.g., "10 / 100 — 10.0% complete").
+ Add Measure: Button to add success measure to the campaign.
Step 2: Sequence Preview
Step 2: Sequence Preview
Select the outreach workflow that defines your campaign's touch pattern and channel mix.
Sequence templates load based on the Target Entity Type selected in Step 1
Choose a pre-built sequence or select Blank to build from scratch later
Use Search to find specific templates
Click Preview to view sequence steps before selecting
Note: Templates are fully customizable after selection. You can edit steps, add or remove actions, and modify content to match your needs.
Step 3: Target Audience
Step 3: Target Audience
Define the contact pool that will enter your sequence.
Using Saved Searches
Configure your filters to the desired state
Click Save Search (top-right)
Provide a name and description
The profile is now available for future campaigns
Note: Saved Searches are specific to your selected Data Source and Target Entity Type. Selecting a saved profile overwrites all current filters—there is no merge.
Filter Logic
OR within field: Multiple values in one field (e.g., "Junior Developer" OR "Software Engineer I") means contact must match any value
AND across fields: Filters across different fields all apply together
Step 4: Timing
Step 4: Timing
Set the activity windows that control when the system executes sequence actions.
Understanding Timing Layers
Two timing systems interact:
Sequence Timing (from Step 2): Defines relative timing between steps
Example: "Day 1: Email" → "Wait 3 days" → "Day 4: LinkedIn"
Campaign Timing (this step): Defines absolute send windows
Days to Send (Mon–Sun)
Time Windows (e.g., 9 AM–5 PM)
Timezone
Example: If your sequence schedules a LinkedIn touch for Day 4 (Thursday), but Campaign Timing excludes Thursdays, the message queues until Friday 9 AM.
Time Window Options
Approach | Best For |
Single Wide Window (e.g., 9 AM–5 PM) | Simpler setup; system distributes sends evenly |
Multiple Narrow Windows (e.g., 9–11 AM + 2–4 PM) | High-volume campaigns; mimics human patterns; reduces spam filter risk |
Note: Each campaign uses one timezone. Even if contacts have timezone data, the campaign-level timezone applies to all.
Step 5: Review & Launch
Step 5: Review & Launch
Final validation before activating your campaign.
System Validations (Automatic)
All required fields completed (validate after each step)
At least one contact matches audience filters
Selected sequence exists and is accessible
Timing configuration has at least one send window
Manual Validations (Your Responsibility)
Audience Size: Review estimated contact count—unexpected numbers indicate filter issues
Compliance: Verify GDPR filters match campaign requirements
Timing: Confirm timezone and windows align with audience geography
Actions
Action | What It Does |
Save as Draft | Preserves configuration without activating. Use for campaigns requiring stakeholder review. |
Launch | Activates the campaign. Status becomes "Active" and system begins enrolling contacts in batches. |
Pause | Halts all outreach activities, enrollment, and data sync. Click Resume to continue from the paused position. |
Edit | Modify Campaign Name, Description, Goal, and Timing.
Locked after launch: Data Source, Entity Type, Sequence Template, Target Audience. |