Campaigns

Campaigns in Studio take you from idea to execution. The AI generates campaign concepts, writes all the copy and collateral, and pushes the finished sequence directly into Engage for outreach.

Campaign Ideation

Start by letting the AI generate campaign ideas based on your global context and intelligence.

1. Go to Studio → Campaign
2. Click Generate Ideas
3. The AI produces ranked campaign concepts, each with:
   • Campaign name and category
   • Core concept and primary hook
   • Secondary hooks and proof points
   • Target channels (email, LinkedIn, phone, voice, etc.)
   • Execution complexity and expected impact

Campaign Categories

Studio supports 40+ campaign types organized into groups:

Group	Examples
Outbound	Social proof, trigger-based, ABM, event, authority, insight, persona-led
Partnership	Integration, marketplace, co-sell
Product-Led	API, freemium, usage-based, feature launch, developer
Lifecycle	Expansion, renewal, win-back, cross-sell
Co-Marketing	Reseller, affiliate
Thought Leadership	Community, podcast, authority building

Select an idea to turn it into a full campaign.

Campaign Documents

When you create a campaign from an idea, Studio generates 20 documents automatically — everything your team needs to execute.

Core Strategy

Document	Purpose
Campaign Brief	Strategic overview with structured data
Targeting & Routing	Audience targeting and routing rules
Messaging & Objections	Key messaging themes and objection handling

Channel Copy

Document	Purpose
Email Copy	Email sequences with subject lines, body, and CTAs
Email Prompt	Generation guidelines for email variations
LinkedIn Copy	Connection notes, DMs, and comment templates
Social Prompt	Social copy guidelines
Phone Call Script	Talking points for live calls
Voicemail Script	Voicemail drop scripts
Voice AI Script	Scripts for AI voice calls

Shared Assets

Document	Purpose
QA Rubric	Quality assurance checklist
Snippets	Reusable messaging blocks
Reply Templates	Frameworks for handling responses
Cadence Calendar	Timing and scheduling plan
Performance Tracker	Metrics and KPI tracking

Operations

Document	Purpose
Competitive Battlecard	Competitive positioning for reps
Meeting Prep Checklist	Sales enablement for booked meetings
Handoff Protocol	Team handoff procedures

All documents are editable. Changes are versioned automatically.

Step Editor

The step editor lets you define the sequence of actions in your campaign:

• Steps — each step has a channel (email, LinkedIn, phone, voice AI), timing (day), and conditions
• Modes — email, connection note, DM, call, voicemail
• Personalization — set the personalization level (low/medium/high) per step
• Conditions — stop on reply, skip if already connected, etc.
• Reordering — drag steps to change the sequence

The step editor and channel copy documents stay in sync — when you edit steps, the corresponding copy documents update.

Campaign Dashboard

Every campaign gets an AI-generated dashboard with strategic insights:

• Readiness Score — overall campaign viability rating
• Strategic Assessment — confidence level and risk analysis
• Audience Profile — target persona breakdown and buying signals
• Messaging Summary — hook effectiveness and positioning angles
• Channel Strategy — multi-channel approach and timing coordination
• Risk Assessment — competitive threats, execution risks, and mitigations

The dashboard regenerates when you make significant changes to campaign documents.

Launching to Engage

When your campaign is ready:

1. Click Launch on the campaign
2. Studio previews the sequence that will be created in Engage
3. Confirm — Studio pushes the campaign to the Engage sequencer
4. The campaign runs as an active multi-step outreach sequence

The link between the Studio campaign and the Engage sequence is maintained, so you can trace performance back to the original campaign.

Tip

Use the campaign dashboard to identify gaps before launching. If the readiness score flags missing proof points or weak messaging, refine those documents first.

Next Steps

• Global Context → — Set up the intelligence that powers campaign generation
• Accounts → — Run account-level research for ABM campaigns
• Content → — Manage SEO content alongside campaigns
• Team → — Assign team members as campaign authors