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4 short steps in your portal

How to make a follow up campaign from your report

Some companies opened your emails again and again, or looked at your pricing page. Report groups them. Your AI can suggest a short follow up campaign for one group and write the draft. You check the draft and launch it, and nothing sends before that.

Before you start

Step 1 of 4

1

Pick a group

Groups of companies sit in the Potential buyers card.

  1. Open Report and pick the campaign.
  2. Scroll to Potential buyers and choose a group, for example Looked at your pricing page.
What you should see

Each group has a title, a count and company names.

Step 2 of 4

2

Ask your AI for a suggestion

Your AI suggests a short campaign for the group. Nothing is sent.

  1. Click Suggest a campaign under the group.
  2. Wait while it works. This can take up to a minute.
  3. To get a different one, click Suggest again. The new one replaces the old one.
What you should see

A plan appears with a campaign name, one to five emails, each with a day and a subject, and a goal. A line says it was saved and nothing was sent.

Step 3 of 4

3

Make the draft

Your AI writes the emails and saves them as a draft.

  1. Click Create this campaign under the suggestion.
  2. Wait while the emails are written. This can take up to two minutes.
  3. If the draft does not open by itself, reload Report and click Open the draft under the group.
What you should see

Your portal opens the new draft in Campaigns.

Step 4 of 4

4

Check it and launch it in Campaigns

Launching happens in Campaigns, not on Report.

  1. Read every email in the draft.
  2. Click Launch campaign.
  3. Check who gets the emails. Untick anyone you want to leave out. Some leads still getting a similar campaign are listed apart. Ticking them here stops their emails there.
  4. Click the button that starts with Launch to. It also shows the number of leads.
What you should see

A message says it launched and starts sending on its schedule.

You can also ask Claude to read your report, suggest a campaign for a group and make the draft. Claude cannot launch it. You launch it in your portal.

Stuck? Send us a screenshot on WhatsApp.