Accessing Setup
Go to the Campaigns area.
Create a new campaign or open an existing one.
Navigate to the Setup tab.
If it’s a new campaign, you’ll need to save the ICP, Pitch, and Touchpoints before entering the Setup stage.
Key Settings
Campaign Mode
Autopilot – Once launched, messages are sent automatically.
Copilot – Messages are waiting for your review. You must approve or reject them before they are sent.
Daily Prospect Flow
New prospects to contacts (daily limit): Set how many prospects move into the queue each day.
Reps
Assign which rep(s) will be included in the campaign.
Time Zones & Scheduling
Prospect Time Zone: If enabled, prospects receive emails based on their own time zone.
Active Days: Choose which days of the week messages are sent.
Default Time Zone: Defaults to your Alta account’s time zone but can be adjusted.
End Date: Optionally set a specific date to stop the campaign.
Deduplication
Prospect Deduplication: Prevents outreach to prospects already in another campaign.
Company Deduplication: If multiple people from the same company are included, only one will be contacted.
Compliance & Tracking
Add Unsubscribe: Inserts an unsubscribe link in all emails.
Enable Tracking: Tracks email metrics (opens, clicks, etc.).
Final Steps
Once setup is complete, you can:
Test Email – Send a test to check formatting.
Save – Save changes without launching.
Launch – Activate the campaign.