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.
By Katie and 1 other2 authors52 articles
- 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
- Pitch Section OverviewThis article explains how to use the Pitch section in the Campaign Builder. It covers how Alta automatically generates your unique selling points from your Knowledge Base URL and how…
- Campaign SetupThis article explains how to use the Setup section in the Campaign Builder, including campaign mode, prospect limits, rep assignment, scheduling, reply assistant, and email preferences before launch.
- How to set a step of the campaign as a call
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.
- Audience Section Overview Using Classic SearchThis article explains how to use the Audience section when creating a campaign in Alta using Classic Search. It covers how to select the Classic Search source, define your audience…
- How to Create a Campaign Audience Using a CSV FileYou can create a campaign audience in Alta by uploading a CSV file with your prospect data. This is useful when you already have a list of prospects you want…
- How to Add Prospects via Webhook URLUse a Webhook to automatically add new prospects to your campaign from any external tool
- How to Create a Campaign Audience Using Social SignalsSocial Signals allow you to build campaign audiences based on LinkedIn activity, such as people engaging with specific posts, creators, companies, or topics.
- How to Create an ICP Audience Using Trigger EventsTrigger Events allow you to create a live campaign audience based on specific events that happen to prospects, such as a job change.
- Web Search SourceThis article explains how to use Web Search as an audience source in Alta. It covers what Web Search is, when to use it, how to write a search query,…
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.
- How to test your voice assistant in Alta (Web Call and Phone Call)Use Alta's built-in Test Call to dry-run a voice assistant before launching — either as a browser web call or a real phone dial — with sample values for your…
Campaign Workflow
A Campaign Workflow defines the step-by-step sequence of actions Alta takes to engage prospects in a campaign.Use this section to learn how to build, manage, and optimize your outreach sequences, including how to set up branching conditions, configure delays, and track the status of each step as it runs.
- How to Read Web Assistant Analytics in Alta (Conversations, Visitors, and Meetings Booked)Every web assistant (chat or voice) has an Analytics tab with summary cards and charts — conversations opened, unique visitors, meetings booked, sessions without email, average session time, and a…
- Touchpoints Section OverviewThis article explains how to use the Touchpoints section in the Campaign Builder. It covers how to choose a template, start from scratch, add steps or conditions, and customize AI-generated…
- How to Create and Use Custom Fields in Alta (Custom Columns for Prospect Data)Create your own Text, Number, or True/False fields on prospects — fill them from a CSV, CRM list, webhook, or AI enrichment — and use them as table columns, prompt…
- How Unsubscribes Work in Alta (Adding an Unsubscribe Link and What Happens When a Prospect Opts Out)How to add an unsubscribe link to your campaign emails, customize its text, and what Alta does automatically when a prospect opts out — including account-wide opt-out, sequence stops, and…
- Which Languages Does Alta Support for Outreach and AI Calls?The full list of languages Alta supports for written outreach (email, LinkedIn, SMS) and for Alex's AI voice calls — plus where to set the language in each case.
- How to Build a Reply Agent in AltaBuild a Reply Agent in Alta — define the goal, tone, tools, and knowledge base, then describe the outcomes it should classify inbound replies into (Qualified, Nurture, etc.).
- How to Build and Embed a Web Assistant (Chat or Voice) in AltaBuild an inbound chat or voice widget in Alta's Web Assistant Builder — pick a widget type, refine the prompt, style it for your brand, and paste the embed snippet…
- Co-Pilot vs Auto-Pilot: When to Use Each Campaign Mode in AltaCompare Alta's two campaign modes — fully automated (Auto-Pilot) vs human-in-the-loop approval per touchpoint (Co-Pilot) — and pick the right one for the situation.
- Prospect Signals in Alta: The 17 Buying Signals Alta SurfacesA guide to every signal type Alta detects on people and companies — what each one means, and how to use them to time and personalize outreach.
- How to Create a Personalized Message in Alta (Katie)This guide explains how to create and customize a personalized email or LinkedIn message using Katie (AI SDR) in the campaign builder.
- Creating a Step from a TemplateWhen building out your campaign touchpoints, you can create a step from a pre-built template.
- How to Save a Prompt in Alta (From Campaign Builder)This guide explains how to save a prompt directly from the campaign builder after generating or editing it.
- 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…
- How to Use AI Conditions in the Campaign BuilderThis guide explains how to use AI Conditions in the Touchpoints section to dynamically route prospects based on real-time data.
- How to Edit the Time Between Campaign StepsThis guide explains how to adjust the waiting time between steps in a campaign flow. This is useful when you want to control when follow-up messages are sent after a…
- How to Move a Touchpoint to a Different Part of the Campaign TreeThis guide explains how to move a touchpoint to a different branch in the campaign tree. This is useful when you want to reorganize your campaign flow or adjust where…
- How to Save a Touchpoint Flow as a TemplateThis guide explains how to save a touchpoint flow as a reusable template in Alta. This is useful when you create a campaign structure that you want to use again…
- How to Rename a Step in a CampaignThis guide explains how to rename a step inside the touchpoints section of a campaign. Renaming steps can help you keep your campaign flow clear and organized.
- How to Send Campaign Emails in One ThreadThis guide explains how to make sure emails in a campaign are sent as one continuous email thread.
- How to Add a Manual Task to Campaign TouchpointsThis guide explains how to add a manual task to the touchpoints section of a campaign in Alta.
- How to Add a LinkedIn Voice Message Step in AltaDrop a short voice note into a LinkedIn campaign step in Alta — recorded yourself or AI-personalized per prospect.
- How to Use Message Scoring in AltaSee your AI-generated email or LinkedIn message scored out of 10, read Luna's justification per criterion, and apply suggested prompts to make it stronger.
- How to Use the Refine Button to Improve a Prompt in AltaTap the magic-wand Refine button to rewrite a prompt — describe what you want, pick one of Alta's guided refinements, or let Alta fill in the gaps automatically.
- How to use a Custom Condition in TouchpointsThis article explains how to use a Custom Condition in the Touchpoints section of the Campaign Builder. It covers how to add a condition, choose a field, define the logic,…
Campaign Managment
Here you will find guides on how to manage and maintain your campaigns in an organized way.
- How to Create a Campaign View in AltaCampaign views help you organize your campaigns by category, use case, or workflow type. For example, you can create a dedicated view for event-related campaigns so only campaigns tagged as…
- How to Delete or Archive a Campaign in AltaIn Alta, you can manage campaigns by either deleting them or archiving them.
- How to Add Tags to a Campaign in AltaTags help you organize campaigns and make it easier to identify campaign types, locations, segments, or use cases.
- How to Duplicate a Campaign in AltaDuplicating a campaign allows you to quickly create a copy of an existing campaign.
- How to Add Prospects to a CampaignThis guide explains how to add prospects to an existing campaign in Alta.
- How to Set Up Rep Assignment in a CampaignDecide which rep reaches each prospect on a multi-rep campaign — route by CRM ownership or prior engagement, with round-robin as the fallback.