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Campaign Creation: Step-By-Step Guide

Learn how to create a SalesMind AI campaign step by step, from choosing a profile and objective to importing leads and launching.

Toe Wai Shan avatar
Written by Toe Wai Shan
Updated over a month ago

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 the website or landing page URL so the AI can read your content and tailor messaging.


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


5. Choose Reply Handling

  • Copilot: AI drafts replies, you validate and send.

  • Autopilot: AI drafts, qualifies, and replies automatically within 3 to 10 minutes.

  • Both can handle nurturing: if no response after 7 to 30 days, AI follows up.


6. Apply Outreach Settings

  • Set active days and hours for outreach.

  • Exclude holidays by 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 with a connection request (recommended empty).

  • Add 4 to 6 touchpoints over 1 to 3 weeks: short, natural follow-up messages.

  • Use AI to generate messages or write your own.

  • Campaigns automatically skip:

    • Existing connections if the sequence includes a connection request

    • Out-of-network contacts if the sequence is message-only


9. Manage Agent and Access

  • Use Agent Duplicate Security to prevent multiple accounts 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!

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