Setting Up Pre- and Post-Event Outreach Campaigns on 11x.ai

Overview

This guide provides step-by-step instructions for setting up pre-event and post-event outreach campaigns on the 11x.ai platform. You will learn how to start a new campaign, upload an attendee list, and prepare your campaign for personalized outreach before and after an event.

Video

Prerequisites

Access to the 11x.ai platform with permissions to create campaigns
An attendee list in CSV format (if using the upload method)

Step-by-Step Instructions

1. Start a New Campaign

Navigate to the main dashboard of the 11x.ai platform.
Click the Create New Campaign button located on the left sidebar.
- This action opens the campaign creation workflow.

2. Select Audience Source

On the New Campaign page, you will see several tabs for selecting your audience source at the top:
- Find Leads
- Upload CSV
- Triggers
- Website Visitors
- CRM List
Click the Upload CSV tab to prepare for uploading your attendee list.
- The page will update to show the CSV upload area and instructions.

3. Prepare and Upload Your Attendee List

Review the required and recommended columns for your CSV file:
- Required Columns:
  - First Name
  - Email or LinkedIn Profile URL
- Recommended Columns:
  - Job Title
  - Company
  - Industry
  - Notes or other relevant information for improved personalization
Click the Upload CSV File area to select your file, or drag and drop your CSV file into the upload box.
- A preview of your filtered audience will appear on the right after a successful upload.

Tips for Success

Ensure your CSV file includes all required columns to avoid upload errors.
Add as much relevant information as possible for better message personalization.

Alternative Approach

If you do not have a CSV file, you can use the CRM tab to upload leads that might be stored in your CRM/MAP

4. Next Steps (After Upload)

Once your attendee list is uploaded, proceed to the Messaging tab to create 2–3 short, personalized pre-event emails inviting attendees to meet at the event.
After the event, set up a post-event follow-up campaign referencing specific sessions or discussions.
Qualify leads and book meetings promptly after the event.

Troubleshooting

Missing Required Columns: If your CSV is missing required columns (First Name, Email or LinkedIn Profile URL), the upload will fail. Add the missing columns and try again.
File Format Issues: Ensure your file is saved in CSV format. Other formats (e.g., XLSX) are not supported.
No Attendee List: Use the Find Leads tab to build your audience if you do not have a CSV file.

Success Criteria and Verification

The attendee list uploads successfully and appears in the audience preview.
You are able to proceed to the Messaging step to create your outreach emails.
The campaign is ready for both pre-event and post-event outreach workflows.