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Launch Your First Campaign

You have two powerful ways to launch outreach at ElevateSells: using our autonomous AI Agent or building a Manual Campaign. Choose the path that fits your workflow.

Option 1: AI Agent

The easiest way to start. Let the AI build and manage the campaign for you.

Navigate to Outreach > AI Agent in your dashboard. To run a new campaign:

1

Start Creation

Click the "Create Campaign" button to open the Campaign Launcher.

2

Analyze Your Business

Enter your company website URL and click "Analyze Website".

  • The AI will extract your Company Name, Description, Pain Points, and Value Proposition.
  • Verify the information and edit anything if needed.
  • Click "Confirm & Continue".
3

Connect Email

Select an already connected email account or connect a new one.ℹ️ We recommend starting with a G Suite or Outlook business account.

4

Sender Identity

Enter the Sender Name you want the AI to use when writing your personalized emails (e.g., "Alex from ElevateSells").

5

Allocate Budget

Allocate credits for the AI to use.1 Credit ≈ 1 Contacted Lead.

6

Launch!

Review your campaign settings. If everything looks good, click "Launch AI Campaign".

What happens next? The AI will start searching for qualified leads that match your business profile, craft personalized emails for each one, and automatically send follow-ups.

Option 2: Manual Campaign

Full control over your leads and messaging strategy.

Phase 1: Find Prospects

First, you need specific leads. Go to Find Leads > Search Leads.

  1. Use filters to define your Ideal Customer Profile (ICP):
    • Industry: (e.g., "Marketing Services")
    • Location: (e.g., "United Kingdom")
    • Job Title: (e.g., "Owner" or "Founder")
  2. Select the leads you want to target.
  3. Click "Add to List" and create a new list (e.g., "My First Outreach").

Phase 2: Launch Campaign

Go to Outreach > Campaigns.

1. Draft: Click "Create Campaign". Fill in the required details in the form and submit.
2. View: You'll be redirected to the Campaigns list. Find your new campaign and click "View".
3. Add Leads: In the "Leads" tab (initially empty), click "Add Leads". Select the list you created in Phase 1.
4. Activate: Locate the "Paused" status dropdown in the top right. Click it and select "Activate Campaign".
Success! Your campaign is now active. The AI agent will start sending your emails. You can track metrics like Open Rate and Reply Rate in the Analytics tab.
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