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 Sharon and 1 other2 authors24 articles
- 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,…