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Building your first  Prospecting  Campaign

Goal: walk from a blank Alta account to a live, lead‑generating campaign in <15 minutes.

Stav Levi avatar
Written by Stav Levi
Updated today

Who’s this for? New Alta admins, SDR managers and AEs who own their own outreach.


1 Before you start

✅ Checklist

Why it matters

Your primary CRM is connected

So booked meetings + notes sync automatically

Email look‑alike domain is warmed (≥ 5 days)

Guarantees good deliverability

LinkedIn account authorised & daily cap set

Enables social touches without lock‑outs

Value‑prop source (website URL, deck PDF or doc) ready

Katie will scrape this to write emails

Tip: new accounts see best results when they start small—aim for 1,000 prospects max in your first run.


2 Open the Campaign Wizard

  1. Left nav → Campaigns → ➕ New campaign
    (You’ll land on the Audience tab.)


3 Block #1 – Define your Audience

Alta offers four lead sources. Pick one or mix‑and‑match:

Lead source

When to use it

How it works

Classic search

You know your ICP: industry, headcount, title, geo

Alta queries its 100 M+ contact graph

Trigger search

You only want prospects showing buying signals (e.g. hiring SDRs, funding round)

Adds dynamic filters on top of Classic

Import list (CSV/CRM view)

You already have records you must target

Drag‑and‑drop CSV or choose a saved CRM list

Offline

Conference badge scans, webinar sign‑ups

Syncs when you upload or QR‑scan leads

After selecting a source:

  • Use the slider to set total prospect limit (e.g. 1,600 people).

  • Click Preview Leads to eyeball a sample—Katie shows names + companies.


4 Block #2 – Craft the Pitch

  1. Paste a URL (homepage, product page) or click Upload file to drop a PDF/Doc.
    Alta scrapes headings, benefits & proof‑points.

  2. Language & tone
    Friendly, Formal, or Neutral + pick US/UK English, Spanish, etc.

  3. Call‑to‑action
    Book a 15‑min call (default) or paste any meeting‑link/document URL.

  4. (Optional) Add a Prompt override – e.g. End with a light‑hearted SaaS joke.

Preview panel on the right shows a sample first email & LinkedIn invite. Make tweaks until happy.


5 Block #3 – Set the Cadence

Choose a template or build from scratch:

Template

Day 0

Day 2

Day 5

Day 8

Email‑only

Email #1

Email #2

Email #3

Omni (default)

Email #1

LinkedIn view + invite

Email #2

LinkedIn DM

Soft‑touch

LinkedIn view

Email #1

Email #2

Drag lines to rearrange, click a step to edit send‑time window (e.g. 9‑11 AM local timezone).

If you’d like Alex to follow up by phone, add a Call step—just choose the script Alex should use.


6 Personalisation & Safety Caps

  • Personalisation level: slider 0‑100 %.
    70 % = first‑name, company verbatim, role‑based pains (recommended).

  • Daily email cap: default 5 × mailboxes × 80 = 400 emails/day.
    Adjust if you’re warming a domain.

  • LinkedIn cap: aim for ≤ 30 actions/day per rep.

Alta enforces caps automatically—no need to babysit.


7 Launch & Review in Copilot Queue

  1. Click Save & Launch → Copilot.
    Katie selects an initial tranche of ~20 prospects.

  2. Accept / Reject each prospect or tweak the email inline.
    Your choices teach Katie in real‑time.

  3. Hit Approve Batch to push live.
    The cadence starts immediately; emails are staggered to respect caps.


8 Track Early Signals (first 3 days)

Metric

Target

Where to look

Open rate

45 %+

Campaign → Overview → Opens

Positive reply rate

4 %+

Replies tab → filter Positive

Meetings booked

1–2 %

CRM or Alta dashboard

If numbers lag, iterate the subject line & first sentence before scaling.


9 Best‑practice tips

  • Start with one persona (e.g. VP Sales). Add others later.

  • Keep cadences ≤ 5 steps—quality beats volume.

  • Refresh trigger‑based audiences weekly; growth & hiring signals change fast.

  • Pair with Alex for qualification calls once email reply volume > 30/day.

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