Overview
The Campaign Wizard guides users through a 5-step process to create and launch outreach campaigns. Each step validates inputs before proceeding.
Steps: Campaign Basics → Sequence Preview → Target Audience → Timing → Review & Launch
Edit Functionality: Click any step summary to return to that step and modify configuration. Progress is preserved—you don't lose later step configurations when editing earlier steps.
Step 1: Campaign Basics
Campaign properties
Field | Required | Description |
Campaign Name | Yes | Name for the campaign. |
Description | No | Brief description of the campaign. The more descriptive and detailed the campaign information, the better AI can generate personalized, effective messages that resonate with the audience. |
Data Source | Yes | Dropdown: Select where the campaign data will come from (Vincere, Bullhorn, Access Recruitment CRM, Access DataVault, Data Upload). |
Target Entity Type | Yes | Candidate or Client. |
Success Measure (Optional)
Collapsible section to define a measurable target for tracking campaign performance.
Note: Each campaign supports one success measure – which the user can manually select the outcome once a campaign has finished running.
Field | Required | Description |
Measure Title | Yes* | Metric name. |
Measurement Type | Yes* | Radio selection: Number, Money, Percentage, Free Text. |
Description | No | How this measure will be tracked and what success looks like. |
Target Value | Yes* | Numeric target for the measure (e.g., 100). |
Current Progress | No | Current progress toward the target. Default is 0. Updates automatically when linked to metrics. |
Notes | No | Additional context or notes about this measure. |
*Required if a success measure is needed to be set for a campaign.
Progress Preview: Displays a visual progress bar showing current progress against target (e.g., "10 / 100 — 10.0% complete").
+ Add Measure: Button to add success measure to the campaign.
Step 2: Sequence Preview
What You're Deciding: The outreach workflow structure that determines your campaign's touch pattern and channel mix.
Loaded sequence templates correspond to Target Entity Type selection in step 1. You can either choose your own pre-built sequences, or “blank” option to build from scratch later.
Support:
Pagination.
Search.
Preview sequence.
📌 Note: Templates are fully customizable after selection. You can edit steps, add or remove actions, and modify content to match your specific needs.
Step 3: Target Audience
What You're Deciding: The exact contact pool that will enter your sequence, filtered by various filters like targeting criteria and compliance status.
Saved search
Save Search Workflow:
Configure filters to desired state.
Click "Save Search" (top-right).
Provide name + description.
Profile now available in dropdown for future campaigns.
📌 Note:
Saved Searches are specific to the selected “Data Source” and “Target Entity Type” in step 1.
Selecting a saved profile overwrites all current filter settings, there's no merge. If you've manually configured filters, selecting a profile discards those changes.
Filters
Conditional Logic:
OR within field: "Junior Developer", "Software Engineer I" means contact must have any titles possible.
AND across values:
Step 4: Timing
What You're Deciding: The activity windows that control when the system attempts actions within the sequence's timing logic.
Timing Layers: Sequence vs. Campaign
Critical System Insight: Two timing systems interact:
Sequence Timing (from Step 2 template):
"Day 1: Email" → "Wait 3 days" → "Day 4: LinkedIn".
Defines relative timing between steps.
Campaign Timing (this step):
Days to Send + Time Windows.
Defines absolute send windows.
How They Interact:
Sequence says "send on Day 4".
Campaign Timing says "only send Mon-Fri, 9 AM-5 PM, EST".
System waits until the next available window matching both criteria.
Example:
Sequence schedules LinkedIn touch for "Day 4" (Thursday).
Campaign Timing excludes Thursdays.
Result: Message queues until Friday 9 AM (next available day).
Multiple Time Windows: Use Cases
Single Wide Window (e.g., 9 AM - 5 PM):
Simpler configuration.
System distributes sends evenly across window.
Risk: Potential "batch send" appearance if many contacts hit same step.
Multiple Narrow Windows (e.g., 9-11 AM + 2-4 PM):
Mimics human sending patterns.
Reduces spam filter risk for high-volume campaigns.
System behavior: Contacts queued at step boundary wait for next available window.
Hidden Limitation: If time windows are too narrow relative to campaign volume, messages may queue across multiple days—effective sequence duration increases.
Time Zone Selection: Beyond Geography
Single Time Zone Constraint: Each campaign uses one timezone. Even if your data source includes contact timezone data, the system doesn't use it—campaign-level timezone applies to all contacts.
Step 5: Review & Launch
Final validation before activating automated outreach that will execute across potentially hundreds of contacts.
System Validations (Automatic):
All required fields completed across Steps 1-4 (validate after each step).
At least one contact matches audience filters.
Selected sequence template exists and is accessible.
Timing configuration has at least one available send window.
Manual Validation (Your Responsibility):
Audience Size: Review estimated contact count—unexpectedly high/low numbers indicate filter misconfiguration.
Compliance Double-Check: Verify GDPR filters match campaign legal requirements.
Timing Reasonableness: Confirm timezone and send windows align with audience geography.
Actions
Save as Draft
Preserve campaign configuration without activating automation.
All configurations preserved.
Allows: Further editing without triggering sends.
Use case: Complex campaigns requiring stakeholder review before activation.
Launch
Once launched, Campaign status becomes Active.
System begins processing contacts against sequence on next send window:
System enrolls contacts in sequence batches (not all at once).
Enrollment rate depends on time window availability and system throttling.
Once launched, you can pause an active campaign.
⚠️ Important: Data source, entity type, and target audience cannot be changed after a campaign is launched.
Pause
Temporarily halt all campaign automation activities without losing progress.
What Pauses:
All outreach activities (email, SMS, LinkedIn tasks, phone tasks, WhatsApp).
Contact enrollment (no new contacts enter sequence).
Data syncing with connected CRM/ATS.
Sequence step progression for in-flight contacts.
Click Resume to reactivate campaign, Contacts continue from paused position (system doesn't restart sequence from Day 1).
Edit
Modify campaign metadata without disrupting active automation logic.
Editable Fields (Active or Draft campaigns):
Campaign Name, Description.
Campaign Goal (Success Measure).
Campaign Timing.
Locked Fields (Cannot Edit After Launch):
Data Source.
Entity Type.
Selected Sequence Template (Sequence steps & properties can still be edited).
Target Audience (all filters and saved search selection).
💡 Best Practices
Pause campaigns before making significant timing or goal changes.
Regularly review campaign status to prevent unintended sends.
Use clear campaign names to simplify reporting.
🤔 FAQs
Q1: Can I edit a campaign while it is active?
Answer: Yes, you can edit limited fields such as the campaign name, description, goals, and timing.