Setting up a Campaign with Alice

Setting Up a Campaign with Alice

Setting Up a Campaign with Alice

This guide walks you through building and launching effective outreach campaigns in Alice. You’ll learn how to:

• Use filters to find and refine your audience
• Create a campaign with research enrichment and message generation
• Choose between general and step-specific prompting
• Add email and LinkedIn steps to your cadence
• Configure campaign settings, including mailboxes, daily lead limits, and advanced options

1. Using Filters to Find Your Audience

Alice’s filter system lets you pinpoint the exact prospects you want. When you select multiple filter types (e.g., Job Title, Location), they combine with AND logic. Within a single filter type (e.g., Job Title), individual values are combined with OR logic.

1.1 Navigating the Filters Panel

1. Open your campaign in the builder and click the Filters tab.
2. Click + Add Filter to see available categories.
3. Select a filter type—such as Job Title, Location, Industry—and choose one or more values.

Screenshot: Filters panel with “Job Title” and “Location” selected

1.2 AND vs. OR Logic Explained

Within a filter type (OR): Selecting “CEO” or “CFO” returns leads matching either role.

Across filter types (AND): Choosing “Job Title: CEO or CFO” and “Location: United Kingdom” returns leads who satisfy both conditions.

1.3 Common Filter Types

• Job Title: CEO, CTO, Marketing Manager, etc.
• Location: Country, state, city.
• Industry: SaaS, Finance, Healthcare, etc.
• Company Size: Small (1–50), Medium (51–200), Enterprise (201+).
• Technologies Used: Salesforce, HubSpot, AWS, etc.
• Seniority Level: Entry, Mid, Senior, Executive.

2. Creating a Campaign: Research Layer & Message Generation

With your audience defined, build the campaign structure. Alice enriches each lead with firmographic and social data, then uses that context to generate personalized outreach messages.

2.1 Research Layer

The research layer appends details such as:

• Company description and size
• Recent LinkedIn posts or press releases
• Funding rounds and product launches
• Key executive bios or website copy

Use these insights to craft personalized hooks:

• “Congratulations on your Series B funding!”
• “I saw your latest blog post on AI-driven marketing…”
• “As a fellow alum of XYZ University…”

2.2 Message Generation Frameworks

1. Opening: Personalized hook based on research.
2. Value Proposition: Why your offering matters to them.
3. Call to Action: Suggest a next step (e.g., call, demo).
4. Signature: Your name, title, company, and contact info.

Note: These are templates—customize tone, specifics, and wording per prospect or vertical.

3. Prompting Options: General vs. Step-Specific

Alice provides two prompting modes for message generation:

• General Prompt: One prompt applies to the entire sequence for a consistent tone.
• Step-Specific Prompt: Different prompts per step (e.g., a unique opening for step 1, follow-up for step 3).

1. Go to the Prompts panel in the campaign builder.
2. Select General or Step-Specific.
3. Enter or refine your prompts.

Screenshot: Prompt settings showing both modes

4. Adding Additional Email and LinkedIn Steps

Multi-touch sequences boost engagement. Mix emails and LinkedIn steps seamlessly.

4.1 Adding an Email Step

1. Click + Add Step under your existing steps.
2. Choose Email as the channel.
3. Set the delay (e.g., 3 days after previous).
4. Compose or auto-generate the email content via your chosen prompt.

4.2 Adding a LinkedIn Step

1. Click + Add Step.
2. Select LinkedIn—Connect Request or Message.
3. Define timing and any LinkedIn-specific prompt.
4. Ensure your LinkedIn account is connected (see Settings).

Screenshot: Adding steps to the campaign cadence

5. Campaign Settings: Mailboxes, Daily Leads, & Advanced Options

Configure sending behavior and sourcing limits before launch.

5.1 Selecting Mailboxes

1. Open the Settings tab in the campaign builder.
2. Under Mailboxes, toggle the email accounts to send from.
3. For LinkedIn steps, verify the correct profile is connected.

Screenshot: Mailboxes configuration panel

5.2 Daily Leads Sourced

Daily Leads Sourced sets how many new prospects are added to your campaign each day.

• Example: Setting it to 50 adds up to 50 new contacts daily.
• This helps manage outreach volume and maintain deliverability.

5.3 Advanced Settings

Expand the Advanced Settings section to view all options:

• Send Throttling: Limit emails sent per hour.
• Pause on Reply: Stop outreach to contacts who respond.
• Business Hours: Restrict sends to specific days/times.
• Domain Blacklist: Exclude certain email domains.
• Duplicate Prevention: Prevent contacts in other campaigns.
• Opt-Out Handling: Automatically respect unsubscribe links and keywords.

Screenshot: Advanced settings options

Conclusion

By combining precise filters, Alice’s research enrichment, customizable message frameworks, and fine-tuned settings, you’ll launch high-impact campaigns that engage your prospects and drive conversions. Adapt prompts and frameworks to fit your unique audience for the best results.