The Campaign wizard, step by step
The steps, the channels and a message for every step, set up with the campaign wizard. Then the platform tells you what is due each day.
Transcript
You're in the Campaign wizard. Here is how to progress through its steps. Bamya Leads is a B2B outreach platform. It lets companies run solid outreach in-house.
The purpose is to reach potential business clients by contacting them directly. The platform helps organise and lead all outreach, in order, through outreach campaigns. A campaign template holds the steps a lead goes through, a few days apart, each on one channel. On Your outreach, choose every channel you plan to use for cold outreach; in this example, LinkedIn and Email.
Then say whether more than one person does it. Here, Two of us, so a message after a colleague's says so. Your business is a few sentences on what you sell, to whom, and why it helps them. The AI writes your messages from it. Here it is your organisation's own description, already filled in. Your steps is a sample campaign for your answers, made from the Bamya team's own campaign templates in the Community. It starts with a LinkedIn connection request with no note. Once they accept, a discovery message and a short follow-up; then an e-mail, and a polite last one.
Each step shows the day it comes on. Change a step's channel, its name or the days to wait, add one, or drag one by its grip to move it. Give the template a name; in this example, Office managers, LinkedIn and e-mail. Then press Create message templates with AI. A window covers the page while each step's message is written for your business, and closes by itself. Each step now reads Ready. Please check. Open them one by one; only the next one opens, and it pulses.
A step's window has one text, which is both its Message AI Template and its Message Flexible Template. Change it if you like, or press Write again with AI. Close it, and the step is marked Checked. Check each step the same way, in turn. Once every step is checked, Save and continue appears. Press it to save your campaign template. Your campaign template is ready. Put your leads on it, and Leads shows you each step when it is due.