Campaigns
This collection walks you through creating a campaign in Alta — starting with defining your ICP, writing your pitch, building your workflow, and finalizing the campaign setup.
How to Launch a CampaignThis guide will walk you through every step of setting up a campaign in Alta - from choosing your starting point to activating your outreach
How to Edit the Pitch in a CampaignThe pitch is where you define the core message Katie will use when reaching out to prospects.
How to Set Up the Workflow of Your CampaignThe workflow defines the sequence of outreach steps (emails, LinkedIn actions, calls) that Katie will follow in your campaign.
Campaign SetupThe Setup is the last step in creating a campaign. Learn how to configure the campaign settings here.
Creating a Step from a TemplateWhen building out your campaign touchpoints, you can create a step from a pre-built template.
Creating a Personalized Message with KatieKatie allows you to generate highly personalized email or LinkedIn messages by adjusting tone, length, and content.
How to set a step of the campaign as a call
How to Use AI Enrichment Variables in AltaAI Enrichment allows you to pull real-time information from the web and use it dynamically inside your campaign messaging. This guide walks you through how to create, preview, and use…
Campaign Sources (Source of Your ICP)
When creating a campaign in Alta, the first step is to define the source of your ICP (Ideal Customer Profile). This determines where your prospects will come from and how they enter the campaign.
How to Create a Classic CampaignA Classic Campaign allows Katie to help you find your ICP (Ideal Customer Profile).
How to Create a CSV CampaignYou can easily upload your own list of prospects into Alta by creating a CSV Campaign. Follow these steps:
How to Add Prospects via Webhook URLUse a Webhook to automatically add new prospects to your campaign from any external tool
How to Create Call in Alta
A step-by-step guide to launching calls with Alex (AI Calling Agent)
How to Configure the Call flowThis guide walks you through how to set up the call flow when creating call campaigns with Alex, your AI Calling Agent.
How to Configure Call Settings in AltaOnce you add a Call step inside your campaign touchpoints, you can configure how Alex (your AI calling agent) behaves during the conversation. This guide explains each configuration option and…
How to Create Call Dispositions in AltaCall dispositions allow you to categorize the outcome of each call based on how the prospect responds. This helps with tracking, reporting, and automating next steps in your workflow.