Step 1: Start a New Campaign
From the left navigation panel, select Campaigns.
Click the purple + Create Campaign button at the top right.
Name your campaign something clear and easy to recognize.
Step 2: Choose Your Starting Point
When prompted, select the focus of your campaign:
Calls: Drive real-time conversations through direct dials.
Messages: Automate personalized email and LinkedIn outreach for broader reach.
Choose the starting point that matches your goal.
Step 3: Pick your Audience type
Next, choose how Alta should find your leads:
Classic: Use Alta’s built-in sourcing with enrichment.
CSV: Upload a list of contacts you already have.
Trigger Events: Target prospects based on specific recent activities.
Social Signals: Find new opportunities from social media engagement.
CRM: Pull contacts directly from your CRM system.
Step 4: Define Your Ideal Customer Profile (ICP)
Use filters to refine your audience:
Company Filters: Headcount, Industry, HQ Location, Technologies, Funding Stage, Revenue Range.
Contact Filters: Job titles, seniority levels, and departments.
Advanced Filters: Include or exclude specific companies and keywords for precision targeting.
---
Step 5: Build Your Unique Pitch
Alta helps you create your campaign messaging automatically:
Enter your website URL and click Generate.
Alta pulls key selling points, pain points, value propositions, and proof points to draft your pitch.
Customize the sections as needed to align your messaging to your audience.
Step 6: Choose Your Outreach Style
Select a messaging style that fits your campaign:
Start from Scratch: Build your own flow.
Value-Laden: For relationship-focused outreach.
Themed: For event-driven campaigns.
3-Touch: For fast, simple engagement.
Social Selling: Tailored for LinkedIn-first engagement.
Direct Action: Prioritized for urgency and quick responses.
Step 7: Build Your Touch Points
In this section, you're building and refining your outreach flow - this is where you train Katie to understand the style and structure of the messages you want to send.
You can guide Katie by giving her detailed instructions on what to include in your messages. For example, you can tell Katie to add a P.S. note at the end that mentions a prospect's recent promotion, or highlight other personal details to make your outreach feel more natural and relevant.
You also have full control over the tone and style of your messaging.
Using the sliders, you can adjust:
Formality: from formal to friendly
Persuasion: from salesy to insightful
Urgency: from urgent to nurture-based
Personalization: from generic to highly tailored
Word count: to keep your messages concise or more detailed
Katie will take your settings and use them to generate the first draft of your emails and LinkedIn messages - and you can always tweak them further if needed.
In your flow, you have the ability to:
Add LinkedIn post reactions (to warm up the prospect)
Send LinkedIn connection requests
Send follow-up LinkedIn messages after a connection
Send personalized or templated emails
Decide how many days you want between each step
Everything is customizable based on your outreach strategy.If you want to look back at all the feedback and prompts you've given to Katie, you can always go to the Logic page - where your full history is stored.
---
Step 8: Set Campaign Preferences
In the final setup:
By default, Auto pilot is always turned on, if you would like to review and approve every prospect before they are being added to the campaign, you can turn it off.
Adjust daily contact limits.
Set the active days and times for outreach.
Configure deduplication preferences (prevent prospects from being added to campaign if they have already enrolled in a separate campaign) to avoid repeat contacts.
Enable tracking and unsubscribe links for compliance and visibility.
Once complete, click Save & Launch and set your campaign live!