How to launch a campaign

Once your AI agent is trained and understands your business, this is where the real work starts.

Campaigns are how you tell the agent who to target and how to reach them to create a campaign.

Click the create campaign button.

You'll see a list of campaign cards.

Each card represents a different way to run outbound.

You can start very simple.

For example, a personal based campaign.

Something like I want to target CTOs in the US working in SaaS companies with 10 to 500 employees.

You can also run more advanced campaign based on signals.

For example companies using a specific technology like Salesforce or HubSpot.

Companies that are hiring for a certain role or people who just started a new job.

You can even upload a list of contacts and ask the agent to work on them and find relevant contacts.

So let's pick a Persona based card campaign.

Now you simply describe what you want in natural language.

For example, I want to target head of sales or let's say sales leaders in fintech companies.

US based companies ranging from 10 to 500 employees.

The more obviously the more context you give the better the AI agent perform.

It's going to combine what you write here and your ICP and everything is already knows about your business to build the best targeting possible.

Next you choose.

You click on next and you have like the campaign target that is found by the AI agent.

you can edit this target.

So geography United States Industries Fintechs companies Head of sales PP Sales Sales director Perfect.

And the company size range.

Next you choose how many leads per day you want the agent to find.

Every day the agent will automatically source new leads and add them to your campaign.

Next you choose the approval mode.

So you have two different approval modes.

Autopilot mode means leads are contacted automatically as soon as they are found using your email and LinkedIn sequences.

You don't review the leads before the outreach.

This is very important to understand.

You don't review the leads before the outreach.

This is great for high volume campaigns where speed matters.

Copilot mode is similar but with one key difference.

Before leads enter A sequence, you can review them, approve or reject them, and even edit the messaging.

This is perfect if you want like more control.

let me get a bit ahead and show you what it looks like when you launch a campaign in copilot mode.

so in copilot mode, leads appear with a waiting status, waiting for approval status.

You can approve them, refuse them, or even open the focus mode.

So this is the focus mode where you can review the lead one by one if you want and you can even personalize your outreach by before you approve a link.

Let me give you an example on this lead.

So Kim, I'm going to check her links in profile to see if I can find relevant things to mention.

Okay.

She just started a new role, so I'm going to add this layer of personalization.

So actually in my sequence there is like, hey, happy to connect which is not really personalized.

So I'm going to change this.

Hey, first I'm gonna Add a variable first name.

congrats on the new role.

Happy to connect.

I think it's better.

And then if I click on approve, this lead only will receive this personalized LinkedIn invitation.

So as you understood, basically it's a way to personalize at scale your messaging.

I will return to the moment where we are actually creating the campaign.

so after choosing the approval mode you will see a summary of everything the AI, agent understood about your campaign.

If it looks good, click on Create.

Okay, so now your campaign is created, but it's not live yet.

It's in pending setup.

there is one important thing left to do.

Write your messaging.

So in the campaign settings you're gonna click on configure messages and you're gonna create your outbound sequence.

so in the sequence builder, you will be able to choose if you want to add like email steps.

LinkedIn connection request, LinkedIn messages.

You're going to be able to add like variables, even like AI variables in your message.

select the delays between steps.

I mean pretty straightforward.

You can also adjust sending days, sending hours and time zone here.

next you will have to select the identity so the identity that will send the messages, for example Robin sends emails and LinkedIn messages for this sequence.

I'll explain identities in details in the next video.

So you can add an identity to this campaign.

Okay, Once your targeting and messaging are ready, you can click on Enable the campaign and the campaign will be live.

Okay, I'm not going to do it on this one.

Depending on how complex the targeting is, the agent will start finding leads within minutes or hours.

Remember, in autopilot mode, every lead found by the agent is contacted automatically.

In copilot mode, leads appear with waiting approval status and you can approve them or reject them.

And that's it.

That's how you launch a campaign in Topo.