SalesMind AI campaigns allow you to automate outreach with the right objectives, lead sources, and message sequences. This guide walks you through creating a campaign step by step.
1. Start a New Campaign
Go to the Campaigns page and click Create new campaign at the bottom.
If you do not see the button, scroll down.
2. Choose a Profile
Select which Sender profile you want to use.
SalesMind will pull LinkedIn experience details from the profile.
If no experience appears, choose I don’t have experience or click Refresh to update the data.
3. Define Your Objective
Pick the goal for your campaign:
Book meetings with prospects
Capture prospect contact information
Drive traffic to your website
Get sign-ups for your application
Invite prospects to an event
Encourage prospects to apply for a job
👉 Add your Website URL. This helps the AI understand your product and write better messages.
About the Website URL
The Website URL is where the AI learns about your offer.
It does not need to be a real website. It can be:
A Google Doc
A Notion page
A simple landing page
Any link that explains what you do
The AI reads this link to learn:
What your product is
What it does
The benefits
Your main selling points
Price (if you list it)
Competitors
This link is only for the AI. Prospects never see it.
4. Set Conversion Links
Book a meeting → add your calendar link
Capture contact info → leave blank or use a form
Drive traffic → add your website URL
App sign-ups → link to your signup page
Event registration → add event page or form
Job recruitment → add job description or careers page
About the Landing Page URL
The Landing Page URL is optional.
If your objective is to book a meeting and you leave the Landing Page URL empty, the AI will write something like:
“Are you free next week for a call?”
If you add your booking link, the AI will write something like:
“Are you free for a call? Here is the link to book.”
Only the Landing Page URL can be empty. The Website URL must always have some information about your company.
5. Engagement & Lead Handling Settings
Copilot: AI drafts replies, you validate and send.
Autopilot: AI drafts, qualifies, and replies automatically within 3–10 minutes.
Both handle nurturing: if a prospect doesn’t respond after 7–30 days, AI follows up.
Adaptive Microsite
Adaptive Microsite is an AI-generated, personalized page created for each lead. It replaces static outreach with dynamic content that builds interest, qualifies prospects, and keeps buyers and sellers aligned.
It includes tailored Buyer and Seller views, plus a built-in SalesMind Inbox for direct, contextual conversations - all fully branded and adapting in real time.
Enable it to boost engagement, qualify leads faster, and move prospects further down your sales funnel.
6. Apply Outreach Settings
Set active days and hours for outreach.
Exclude holidays by the prospect country.
Maintain a blacklist of contacts to avoid.
Enable duplicate protection so prospects are not contacted by multiple team members.
7. Import Leads
Choose how to add leads to your campaign:
AI Lead Finder: Build lists using persona templates, job titles, seniority, location, industry, and filters.
Sales Navigator: Paste a saved search URL (up to 1,500 leads per import).
LinkedIn People Search: Use keywords, logic operators, and filters.
Company Followers: Import followers of a competitor’s LinkedIn page or people engaging with company posts.
Event Attendees: Import up to 1,500 people from a LinkedIn event.
Google Sheets: Import LinkedIn profile URLs from a public sheet.
Saved Lists: Reuse lead lists you already created.
8. Build the Sequence
Start your sequence with a Connection Request (recommended to be empty -no message).
Because:
Free users on LinkedIn only get 10 personalized connection messages per week, so sending an empty request saves those credits.
An empty request encourages prospects to visit your profile, consume your content, and get educated about your solution before you ever send a message.
They discover who you are
They learn how you solve their problem
They become more aware and receptive by the time your follow-up message arrives
This strategy only works if your LinkedIn profile is strong and optimized.
(Check here to learn "Why you need a good LinkedIn profile and how to build one".)
After the connection request, add 4 to 6 touchpoints over 1 to 3 weeks with short, natural follow-up messages.
You can use AI to generate your messages or write your own. Simply click Generate to preview the message on the right before adding it to your touchpoint.
Campaigns automatically skip:
Existing connections when your sequence includes a connection request
Out-of-network contacts when the sequence is message-only
9. Manage Agent and Access
Use Agent Duplicate Security to prevent multiple senders from contacting the same lead.
Share the campaign with other agents or teams if needed.
10. Review and Launch
Review all steps in the summary page.
Name your campaign.
Save as a draft or click Launch to start sending.
Key Takeaways
Start by selecting a profile and defining a clear objective
Add landing pages or calendar links to guide prospects
Choose between Copilot and Autopilot for reply handling
Import leads from AI Lead Finder, LinkedIn, or Google Sheets
Build concise sequences with 4 to 6 touchpoints
Launch after reviewing to ensure settings are correct
✅ With this setup, you can create effective campaigns that attract the right prospects and convert them into opportunities.
Happy Prospecting!