# Creating Campaigns

Creating a campaign in RevvedUp is a guided process that ensures you have everything configured for successful outreach. This guide walks you through each step of campaign creation.

## Before You Begin

Make sure you have:

* A [Seller Profile](https://docs.revvedup.ai/gtm-playbook/seller-profiles) configured
* [Sequence templates](https://docs.revvedup.ai/sequences/overview) identified or created
* [Page templates](https://docs.revvedup.ai/landing-pages/introduction) ready (optional)
* [ICPs](https://docs.revvedup.ai/gtm-playbook/icps) and [Personas](https://docs.revvedup.ai/gtm-playbook/personas) defined
* Your prospect list prepared

#### See it in action in the video here:

{% embed url="<https://drive.google.com/file/d/1G7uP60JbwWQnD0wB0Q4tKFXZZQjvU4lB/view?usp=sharing>" %}

## Creating a New Campaign

### Step 1: General Information

1. Navigate to **Campaigns** in the left sidebar
2. Click **New Campaign** to start

#### Campaign Name

Give your campaign a descriptive name that helps you identify it later.

* **Example**: "Q1 Enterprise Security Outreach"
* **Tip**: Include date, target market, or objective

#### Description (Optional)

Add notes about the campaign's purpose, target audience, or strategy.

* Helps team members understand the campaign
* Useful for tracking different approaches
* Can include success metrics or goals

#### Campaign Type

Choose between two types based on your objective:

**Outbound Campaign**

* For proactive outreach to new prospects
* Finds and verifies email addresses
* Ideal for cold outreach and pipeline building
* Typically uses text for output format
* Sent from dedicated cold email outboxes
* Best for: Target account campaigns, new market expansion

**Inbound Campaign**

* For nurturing prospects who've engaged with you
* Preserves existing contact information
* Ideal for warm leads and follow-up
* Can use HTML or text for format
* Safe to send from primary domain
* Best for: Webinar attendees, demo requests, content downloads

#### Seller Profile

Select which seller profile to use:

* Determines the "voice" of your outreach
* Includes company information and value propositions
* Cannot be changed after adding contacts
* Create profiles in [GTM Playbook](https://docs.revvedup.ai/gtm-playbook/seller-profiles)

### Step 2: Sequence Configuration

#### Sequence Template Selection

Choose the messaging framework for your campaign:

* Templates define email structure and timing
* Each has a specific objective and approach
* May automatically select a matching page template
* Review template details before selecting

**What to Consider**:

* Message count and cadence
* Target persona alignment
* Call-to-action strategy
* Industry or use-case focus

### Step 3: Page Configuration (Optional)

#### Page Template Selection

Landing pages provide personalized experiences:

* Automatically suggested based on sequence template
* Can be changed or removed as needed
* Each prospect gets their own customized page
* Pages track visitor engagement

**When to Use Pages**:

* Complex solutions requiring explanation
* Visual demonstrations or demos
* Multiple resources to share
* Premium offerings or high-ticket items

Pages can be configured to generate and send as part of the sequence. They can also be listed as the generic follow-up page that will be used when we get a response.

#### Resource Selection

Resources are determined by slots configured in your sequence and page templates. For each slot, you can:

**Single Resource Selection**

* Choose one specific resource when you know exactly what to share
* This resource will be used for all contacts
* Best for universal content like company overviews

**Multiple Resource Selection**

* Select several resources and let AI choose the best fit
* AI analyzes each prospect's research to pick the most relevant option
* Ideal for industry-specific content or role-based materials

**Resource Types Available**:

* **Links**: External articles or tools
* **PDFs**: Whitepapers, case studies, guides
* **Videos**: Product demos, testimonials
* **Documents**: Proposals, one-pagers

Learn how to create and manage resources in [Resources](https://docs.revvedup.ai/gtm-playbook/resources).

**Override Options**:

* Resources can be overridden per contact during CSV upload
* Use specific column headers to assign custom resources
* Helpful for account-specific materials or personalized content

The AI selection process considers:

* Prospect's industry and role
* Company size and challenges
* Research findings from enrichment
* Best match for maximum relevance

### Step 4: CRM Configuration

#### CRM Integration

Connect your campaign to your CRM for seamless data flow.

**If CRM is Connected**:

* **CRM Lists**: Select lists to import contacts from
* **Update Frequency**: How often to sync data
  * Hourly: For fast-moving campaigns
  * Daily (recommended): Balance of freshness and efficiency
  * Weekly/Monthly: For slower nurture campaigns
* **Push to CRM**: Enable to sync engagement data back

**If No CRM Connected**:

* You'll see options to connect HubSpot or Salesforce
* Can still create campaigns and import via CSV
* CRM sync can be enabled later

**Note**: Contacts imported from CRM lists will automatically sync back after processing. Manually added contacts require a one-time push before automatic sync begins. Learn more in [CRM Sync](https://docs.revvedup.ai/campaigns/crm-sync).

### Step 5: Automation Settings

Configure how RevvedUp processes your contacts:

#### Automation Level

Choose your automation preference:

**None**

* Manual control over all processing
* Good for testing or special handling
* Requires manual triggering of each step

**Enrich**

* Automatically find and verify contact information
* Updates job titles and company data
* For outbound: Finds professional email addresses
* For inbound: Verifies existing information

**Research**

* Everything in Enrich, plus:
* AI analyzes each company & contact
* Runs [Revveal](https://docs.revvedup.ai/gtm-playbook/revveal)
* Selects the [personas](https://docs.revvedup.ai/gtm-playbook/personas) and [ICPs](https://docs.revvedup.ai/gtm-playbook/icps) automatically
* Gathers personalization insights
* Prepares data for content generation

**Generate Content**

* Everything in Research, plus:
* AI creates personalized messages
* Generates custom page content
* Applies your templates with personalization

#### Auto-Start Sequences

When enabled (requires email integration):

* Automatically begins outreach after content generation
* Sends first message without manual review
* Continues to send entire sequence
* Best for: Tested campaigns at scale

### Step 6: Review and Create

Click Create Campaign to create the campaign.

## After Creation

Your campaign is created. Next steps:

1. [**Add Contacts**](https://docs.revvedup.ai/campaigns/managing-contacts) - Import your prospect list
2. **Configure Additional Settings** - Fine-tune in [Campaign Settings](https://docs.revvedup.ai/campaigns/campaign-settings)
3. **Process Contacts** - Start enrichment and content generation
4. [**Review Content**](https://docs.revvedup.ai/campaigns/content-review) - Ensure quality before sending

**Note on CRM List Imports**: If you selected CRM lists during setup, contacts will import automatically in the background. This may take several minutes to hours depending on list size. You can start processing contacts as they appear, or wait for the full import to complete.

## Best Practices

### Start Conservative

* Begin with lower automation levels
* Test with small contact batches
* Increase automation as you gain confidence
* Scale what works

### Template Alignment

* Match templates to your audience
* Ensure sequence and page templates complement each other
* Consider the buyer journey stage
* Test different combinations

### Resource Quality

* Only include highly relevant resources
* Keep content fresh and updated
* Track which resources drive engagement
* Less is often more

***

**Next Step**: Now that your campaign is created, continue to [Managing Contacts](https://docs.revvedup.ai/campaigns/managing-contacts) to learn how to add and process prospects.

## Related Features

### Campaign Management

* [Campaigns Overview](https://docs.revvedup.ai/campaigns/campaigns-overview) - Understanding the campaign system
* [Managing Contacts](https://docs.revvedup.ai/campaigns/managing-contacts) - Adding and organizing prospects
* [Campaign Settings](https://docs.revvedup.ai/campaigns/campaign-settings) - Configuring campaign options
* [Content Review](https://docs.revvedup.ai/campaigns/content-review) - Reviewing generated content
* [CRM Sync](https://docs.revvedup.ai/campaigns/crm-sync) - Synchronizing with your CRM
* [Campaign Analytics](https://docs.revvedup.ai/campaigns/campaign-analytics) - Tracking performance

### Configuration

* [ICPs](https://docs.revvedup.ai/gtm-playbook/icps) - Define your target companies
* [Personas](https://docs.revvedup.ai/gtm-playbook/personas) - Define your target buyers
* [Seller Profiles](https://docs.revvedup.ai/gtm-playbook/seller-profiles) - Configure your messaging voice
* [Resources](https://docs.revvedup.ai/gtm-playbook/resources) - Manage content assets

### Content & Outreach

* [Sequences](https://docs.revvedup.ai/sequences/overview) - Email sequence templates
* [Landing Pages](https://docs.revvedup.ai/landing-pages/introduction) - Personalized page templates
* [AI Sequence Writing](https://docs.revvedup.ai/ai-features-how-it-works/generate-content/sequence-writing) - How AI generates content