Campaign Setup

The Setup section is the final step in the Campaign Builder.

You will reach this step after completing:

In the Setup section, you define how the campaign will run, who will send the messages, when the campaign will be active, and what limitations should apply to prospects.

In the General Settings area, choose whether the campaign should run in Autopilot or Copilot mode.

Autopilot means that after you click Launch, Alta will automatically target the prospects found and add them into the touchpoint flow.

Use Autopilot if you want the campaign to run automatically without manual approval before prospects enter the sequence.

Copilot adds one manual vetting step before prospects enter the campaign flow.

For example, if you choose to contact 40 prospects per day, you will be able to manually review and approve those 40 prospects before they start the campaign.

This manual review only applies before the first step. Once prospects are approved and added to the flow, the rest of the campaign runs automatically.

Use the bar on the left-hand side to choose how many new prospects should be contacted each day.

This controls the daily volume of new prospects entering the campaign.

Choose the reps you want to add to this campaign.

The selected reps will be used as the senders for the campaign outreach.

You can select a Reply Assistant for the campaign.

The Reply Assistant can automatically reply to messages received from prospects.

You can also create a new assistant directly from this section if needed.

In the Scheduling Settings area, define when the campaign should run.

You can configure:

Use these settings to control when messages and actions should be sent.

The Prospect Limitations section helps control who can enter the campaign.

This is an important setting.

When enabled, Alta will automatically skip or unqualify prospects who were already targeted in previous campaigns.

This helps prevent contacting the same prospect multiple times across different campaigns.

You can manage exceptions by selecting existing campaigns that should not be included in the skip rule.

Use this if there are specific campaigns where you still want to allow overlap.

You can choose whether to re-enroll existing prospects into the campaign.

Use this carefully if you want to contact prospects who already exist in Alta.

You can also limit how many prospects should be targeted from the same company.

For example, if you set the limit to 5 prospects per company, Alta will not target more than five people from the same company in this campaign.

You can adjust this number based on your campaign strategy.

In the Email Preferences section, you can configure email-related settings.

You can:

These settings help manage compliance, tracking, and the prospect experience.

Once you are done configuring the Setup section, you can choose one of two options: