Create and launch a campaign

Prerequisite

AI Sales Hunter must be installed, configured and active.

Create

1. Open prospecting campaign dashboard in Actions IA ;
2. Enter a campaign name;
3. Choose Manual, Daily, Every 2 days or Weekly;
4. click Create campaign.

The campaign created is planned. A manual frequency has no next automatic run.

Test immediately

Click Run now or Forcing execution to immediately launch a campaign, even if its next daily execution is scheduled later. The request is sent in the background and the dashboard automatically follows the status In progress, Deleted, On pause or Failed.

From the campaign sheet, you can also stop an active campaign, remove a stopped or finished campaign, and export CSV or JSON-loaded leads.

A campaign is paused if the configuration or agent is inactive, or if the daily limit of new prospects is reached.

Example: first controlled launch

Create the campaignTest agences e-commerce — Francewith the frequency Manual, then check that the agent is active, that the PKI is indicated and that the daily limit is set at5. Click Run Now only after you have read these three items.

The name makes it possible to distinguish the test from a recurrent campaign, the manual frequency avoids automatic processing and the low limit reduces the volume of the first batch. After execution, examine the state, the prospects found and the reasons for correspondence. If the lot is relevant, you can create a planned campaign; If it is not, correct the PKI or source before restarting.