Step 1: Create a Campaign
Go to the Campaigns tab.
Click Create Campaign.
Select the source of your ICP and complete the details.
Click Save and Continue.
Step 2: Pitch
You’ll land in the Pitch area.
Edit if needed, or click Save and Continue.
Step 3: Touchpoints (Workflow)
This is where you build your workflow.
Key Things to Know
Views:
List View: See all steps in a list.
Tree View: Recommended when using LinkedIn to better visualize the sequence.
Three-Dot Menu:
Save as Template – Save this workflow for reuse.
Global Instruction – Add instructions that apply to all steps in the workflow.
Send emails in one thread – Toggle ON if you want follow-up emails grouped under the same thread.
Adding Steps
Click Add Step.
Choose from:
Email (personalized or template)
LinkedIn (connection request, message, or like a post)
Call
Adjust the wait time (days) between steps.
Editing Steps
To edit a step, click the three dots next to it and select Edit.
A window will pop up where you can adjust content and details.
💡 To learn how to edit email steps, check the next video guide.
Step 4: Save and Continue
Once your workflow is complete and customized:
Click Save or Save and Continue to move to the next step (Setup).
✅ Now your campaign has a structured workflow with the right sequence of touchpoints.