➡️ Start a new campaign
Select AI Outreach Campaigns and click on Campaign Lists.
You will see an overview of your campaigns.
At the top, you can choose between:
All
Draft
Message Generation (messages are being generated)
Ready so start (messages are ready, campaign can be activated)
Active
Paused
Finished
To create a new campaign, click on Create New AI Cold Outreach in the top right corner.
Campaign Setup
Campaign Setup
Step 1: Lead Search Selection
Select the Lead Search you want to use for your campaign from the dropdown menu.
Click Continue to go to the next step.
👉You can click Save as draft anytime to lock in your changes.
Step 2: Template Selection
Select the template you want to use for your campaign from the dropdown menu.
Click Continue to go to the next step.
Step 3: Campaign Name Setup
Enter a name for your campaign for internal use only.
Click Continue to go to the next step.
❗ This name cannot be changed once the campaign is created.
Step 4: AI Modification Setting
In this step, you will determine how little or much the AI will modify your template message.
Determine how much the AI will modify your template message using the slider below the preview boxes:
Not modified: Text in the template will be used as is.
Slightly modified: Small changes to your wording.
Highly modified: Significant changes to your wording.
Move the slider from left to right to see an example of modification in the "Example modification" box on the right.
💡 When you are moving the slider, an example of how the modification can be seen in the box “Example modification” on the right. This is not your template and messaging - it is just an example to give you an impression of the degree of modification.
Decide on a degree of modification by moving the slider to the desired position.
Click Next to go to the next step.
Step 5: Start Date
Choose the date on which you want your first message to be sent. The earliest start date possible is 7 days after campaign setup.
Click Continue to go to the next step.
Step 6: AI Outreach Agent
Select the sender of your messages from the list of AI Outreach Agents.
This AI Outreach Agent will be named in the signature of your messages and will be used as a source for all sender-related placeholders.
Click Continue to go to the next phase: Sequences.
Sequences
Sequences
dealcode.ai will send the messages for your campaign in time slots that you can determine. You must also set up the number of days between each message in your sequence.
Step 1: Day and Time Setup
Toggle the days you want your messages to be sent.
Click on the pen icon to add or remove time slots for all days at once.
Choose the days and enter the time.
To add a new time slot, click Add time slot.
To remove a time slot, click on the trash can icon.
Click Confirm to save your changes.
Step 2: Outreach Dispatch Cycles
Click on +/- to set the number of days between the sending of your messages.
Click Continue to go to the next phase: Inbox Analyst.
👉 Vary the waiting period between messages. This ensures customers receive your messages on different days, avoiding times when they might be busy.
AI Inbox Agent
AI Inbox Agent
In the final step of your campaign setup, you need to provide the email address(es) to which replies to your messages will be sent.
Step 1: Response Handling
Enter the email address to which responses should be forwarded.
To add a second email address, click Add email.
👉 Create a distribution list for your campaign that includes all responsible team members. This ensures no emails are missed. If you only provide one person's email, leads may not receive a response if that person is out of office. Ideally, provide at least two addresses or a shared distribution list.
Step 2: Automatic Answer for FAQ (optional)
To respond quickly to common questions, you can optionally add FAQs. These will be sent by the Inbox Analyst when a lead's response includes one of the FAQs.
Click Add more FAQ.
Enter the question and answer in the text boxes. Ensure the wording is accurate as it will be used in the response email.
Add as many FAQs as you want.
Click Save as draft to lock in your changes.
Message Generation
Message Generation
Step 1: Generate Sample Messages
After you have set up your campaign, it’s time to generate examples for your outreach emails.
Click on Start message generation in the bottom right corner.
The AI will create sample messages for your campaign. The creation can take up to 10 minutes, and you will receive an email, once the generation is complete.
❗ Once you click Start message generation, the campaign cannot be changed, and your account will be charged AI tokens. So if you are not ready yet, save your campaign as a draft and come back to it when you are ready to proceed.
Step 2: View Sample Messages
In the email, you will find a link that leads to samples of your outreach emails.
Click on Yes, view sample messages to review your messages.
Click on the arrows in the bottom left corner to navigate between your messages.
Use the samples to check if you are satisfied with the overall structure and tonality of the message.
If you want to make changes, click on Edit AI cold outreach to go back to your settings.
💡 These are just examples of how your messages will look like. In the actual campaign, the messages will of course be individualized for each recipient. The extent of the deviations depends on the selected placeholders and your chosen setting for how far from the template the deviation is allowed.
Step 3: Start Message Generation
Once you are satisfied with your messages, click on Confirm and start message generation.
A window will open and inform you about the cost of AI tokens for the generation of your messages.
Click on Start message generation when you are ready to start your campaign.
❗ You will not be able to make any changes to your campaign once you trigger this message generation!
Video Guide: Create AI Outreach Campaigns
Step 4: Start your campaign
The AI will generate the individual messages for your lead search and campaign. You will receive an email, once the messages are completed.
Go to the AI Outreach Campaigns and click on Campaign Lists.
Click the Ready to start tab.
Click on Start Campaign in the top right corner to trigger your campaign.
💡 During generation, the campaign will appear in the Message Generation tab in Campaign Lists. Once the message generation is done, the campaign automatically moves to the Ready to start tab.
