Creating a New Campaign Using Live Web Search in 11x

Overview

This guide provides step-by-step instructions for creating a new campaign using the Live Web Search feature in 11x. By following these steps, you will be able to define a target audience, run a real-time web search for leads, and review matched contacts before proceeding to campaign configuration.

Expected Outcome:

• A new campaign is created with a preview list of leads matching your specified audience criteria, ready for further configuration.

Estimated Time to Complete: 5–10 minutes

Prerequisites

• You must have permission to create campaigns in 11x.
• Ensure you have a clear description of your target audience (e.g., job title and location).

Step-by-Step Instructions

1. Navigate to the Campaigns Dashboard

   • From the main menu, click Campaigns to open the campaigns dashboard.
   • Click the Create Campaign button in the upper-right corner.

   

2. Select a Campaign Template

   • In the SELECT PLAY modal, choose Cold outbound. This template is recommended for engaging new prospects with personalized cold outreach.

   

3. Choose Audience Source

   • In the SELECT AUDIENCE SOURCE modal, select Find new leads. This enables the Live Web Search functionality.

   

   • Click Continue to proceed.

   

4. Access the Live Web Search Tab

   • In the campaign creation interface, ensure you are on the Audience step.
   • Click the Live Web Search tab at the top of the audience filters section.

   

5. Describe Your Audience

   • Click inside the input field labeled “Describe your audience, e.g. Sales Leaders in California”.
   • Type a clear, specific description of your target audience (e.g., “Sales Leaders in California”).

   

   

6. Start the Live Web Search

   • Click the arrow (submit) button to the right of the input field to begin the search.

   

7. Wait for Search Results

   • The system will display status messages such as “Reviewing Companies…” and show progress indicators (e.g., number of profiles analyzed, preview contacts found, estimated time).

   • Wait for the search to complete. This may take a few moments depending on your criteria.

   • Tip: More targeted or complex searches may take longer to process.

8. Review Preview Contacts

   • Once the search is complete, preview contacts matching your criteria will appear on the right side of the screen.
   • Each contact will display their name, title, and an “Audience Criteria Matched” indicator.
   • In this example, 10 preview contacts were found for “Sales Leaders in California”. Example contacts include:
     • Saul Flores – Sales Leader at Paychex
     • Chet Hower – Selling District Sales Manager at Paychex
     • Jeremy Lim – Sales Director at Presidio
     • Martin Valencia – Senior Sales Consultant at GourmetPro
     • Manuel Llamas – Regional Sales Manager at Spectrum Business
   • The system also shows the percentage of profiles matching each criterion (e.g., 59% match for sales leadership position, 68% match for California location).

   

   • Optional:
     • Click Advanced filters to further refine your search results.
     • Click an Audience Example card to load a pre-built audience template.
     • Edit your audience description and re-submit to refresh results.

9. Proceed to Campaign Configuration

   • After reviewing the preview contacts, click Next in the upper-right corner to continue to the campaign configuration step.

Troubleshooting

• No Contacts Found:

  • Try broadening your audience description or removing overly restrictive criteria.
  • Use the Advanced filters to adjust search parameters.

• Search Takes Too Long:

  • More specific or complex searches may require additional time. If the search does not complete, try simplifying your criteria.

• Unexpected Results:

  • Review the matching criteria percentages to understand how well the results fit your description.
  • Edit your audience description for greater clarity or specificity.

• Error Messages:

  • If you encounter system errors or warnings, refresh the page and try again. If issues persist, contact your system administrator or support team.

Success Criteria and Verification

• You have successfully created a new campaign with a preview list of leads matching your specified audience.
• The Next button is available, allowing you to proceed to further campaign configuration.
• Preview contacts are displayed with clear matching indicators and relevant details.