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Campaign Setup

The Setup is the last step in creating a campaign. Learn how to configure the campaign settings here.

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated this week

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.

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