How to create an AI Outreach Campaign

➡️ 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

Step 1: Lead List Selection

Select the Lead List 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.

💡 Pro Tip: Make sure the selected AI Agent matches template and lead list!

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.

💡 Pro Tip: For your first campaigns, use as many weekdays and broad time slots as possible. This will "warm up" your email address quickly. Learn more in this article.

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

Response Handling and Notifications

This section manages how your team is notified of lead replies and allows you to configure optional forwarding for a central inbox.

Automatic Lead Reply Notifications

When a lead replies to your campaign, dealcode AI's core notification system ensures your entire team is informed immediately.

How it Works:

All users in your dealcode AI environment automatically receive a notification email. This message is sent directly to the email address each user is registered with in dealcode AI.

Benefits of this System:

All Info in One Message: The notification contains the complete email thread plus the lead's contact details.
Fast Notification: You are notified of a reply within 30 minutes.
Simple & Inclusive: This is a standard feature for all users on all campaigns, requiring no extra setup.

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.

You will receive an email when the generation of the sample mails is completed.

Step 2: Review 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.

❗ 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 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.

You will see an overview of your campaign.

Click on Start Campaign in the top right corner to trigger your campaign.

❗ You will not be able to make any changes to your campaign once you trigger this message generation!

💡 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.