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.
By Sharon1 author6 articles
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.
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.