What Is the Touchpoints Section?
The Touchpoints section is where you build the sequence of actions that prospects will go through in your campaign.
After creating your Audience and completing the Pitch section, you will reach the Touchpoints step.
This is where you define the campaign flow, including emails, LinkedIn actions, calls, manual tasks, conditions, and other outreach steps.
How to Use the Touchpoints Section
Step 1: Choose a Template or Start From Scratch
On the left-hand side of the screen, you will see campaign templates that have already been created for you.
You can either:
Select one of the existing templates
Start from scratch
To start from scratch, click the plus icon.
This will open a new screen where you can build your touchpoint flow.
Step 2: Choose Your View
On the right-hand side of the screen, you can choose how to view your flow:
List View
Tree View
It is recommended to use Tree View if you want a clearer visual overview of the campaign flow.
Click Tree View to see the sequence structure more clearly.
Step 3: Add a New Step
In the middle of the screen, click the plus icon.
This will open a list of available actions and conditions that you can add to your flow.
Available Touchpoint Actions
You can choose from several types of actions, including:
Email Steps
Personalized email
Templated email
LinkedIn Steps
Connection request
LinkedIn message
Like a post
View profile
Other Outreach Steps
Call step
SMS
WhatsApp message
Manual task
API action
Status update
Available Conditions
You can also add conditions to control how prospects move through the flow.
Examples include:
Check if you are connected on LinkedIn
Add a specific condition based on your campaign logic
Conditions help you create more personalized and dynamic campaign flows.
Step 4: Add a Personalized Email
For this example, select Personalized Email as the first step.
After selecting the step, you will see the email details on the right-hand side of the screen.
This includes:
Email preview
Prompt
Step 5: Edit the Prompt
Click Prompt to customize how the AI should create the email.
The prompt is where you train the AI on how to write the message.
By default, the prompt includes:
Goal
Instructions
You can customize these fields to match the message style, structure, and content you want to send.
Step 6: Customize the Email Settings
At the top right of the screen, you can adjust additional email settings.
You can:
Add someone in CC
Add a call to action
Suggest edits to the tone or style
Adjust formality
Adjust persuasion
Adjust urgency
Adjust personalization
Set the word count
These options help you control how the AI-generated email should sound and what it should include.
Step 7: Use Saved Prompts or Save a New Prompt
You can save the prompt you created so you can use it again in the future.
You can also view and select from existing saved prompts.
This is useful if you have messaging formats that you want to reuse across campaigns.
Step 8: Add Variables
At the bottom right of the prompt area, click Variables.
This will open a list of available variables that you can use in your message.
Variables allow you to personalize messages with prospect or company-specific information.
Examples may include:
Prospect first name
Company name
Job title
Industry
Location
Step 9: Refine With AI
You can also choose to Refine with AI.
This helps improve or adjust the prompt using AI assistance.
Use this option when you want the system to help make the message clearer, more personalized, or better aligned with your campaign goal.
Tips for Building Better Touchpoints
Use Tree View to clearly understand the campaign flow.
Start with a personalized email if you want AI-generated outreach.
Use conditions to create more dynamic flows.
Add variables to make messages more personalized.
Review the preview before continuing.
Save prompts you plan to reuse in future campaigns.
Adjust tone, urgency, personalization, and word count based on your audience.
How to Get to the Touchpoints Step
Step 1: Create a Campaign
Go to the Campaigns tab.
Click Create Campaign.
Select the source of your Audience 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 (etc..)
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.
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.