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Campaign Building Guide

Andrea Lombardi avatar
Written by Andrea Lombardi
Updated over 3 months ago

Welcome to the Campaign Building Guide 👋

This guide walks you through the steps of creating and launching automated campaigns in Genesy.

Before starting with this guide, you should have completed the following guides:

If you have completed both, follow these steps:

1️⃣ Create AI variables for message generation

If you want to generate unique, customized messages with AI for every prospect, you should generate an AI variable for each touchpoint in the sequence.

For instance, let's say you want to send a sequence of 5 steps of messages (1. Email → 2. Email → 3. LinkedIn → 4. LinkedIn → 5. Email), then you need to create 5 AI variables:

  1. Email #1

  2. Email #2

  3. LinkedIn #1

  4. LinkedIn #2

  5. Email #3

Click on the button below to check the instructions:


2️⃣ Configure AI Campaign prompt to let AI reply to prospects

Once a prospect replies to one of the messages in a sequence, you can choose to reply manually or let AI suggest replies or even reply automatically for you.

If you want the AI to suggest or reply automatically, Genesy offers some predefined prompts to do so, but you can also create one on your own.

Click on the button below to check the instructions:


3️⃣ Create and launch a campaign

Now that you have configured both:

  • the AI variables that will generate messages

  • and the AI Campaign prompt that will continue the conversation

it's time to put all these items together to create a campaign.

Click on the button below to check the instructions:


4️⃣ Analyze campaigns

Check the button below to learn how you can analyze campaigns once they are launched:


5️⃣ Manage your Inbox

The Inbox page in Genesy will show the messages sent in a Genesy campaign, as well as the replies received to these messages.

Check the button below for instructions on how to handle it:


And that's it!

🔥 You have completed the training on how to use Genesy 🔥

💬 Is there anything that is not clear enough? Do you have any doubts? If so, please reach out to our team via the chat bubble in the bottom right corner of the screen, we'll be happy to help you.

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