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Campaign Creation: Step-By-Step Guide

Updated 2 months ago

SalesMind AI campaigns let you automate LinkedIn outreach with the right objectives, lead sources, and message sequences. This guide walks you through every step.

Prerequisites

  • A connected LinkedIn account (sender profile)
  • A website URL or document describing your offer
  • Leads ready to import (or a plan for which source to use)

1. Start a New Campaign

  • Go to the Campaigns page and click Create new campaign at the bottom.
  • If you don't see the button, scroll down.

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2. Choose a Profile

  • Select which Sender profile to use.
  • SalesMind AI pulls LinkedIn experience details from the profile automatically.
  • If no experience appears, choose I don't have experience or click Refresh to update.

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3. Define Your Objective

Pick the goal that matches your outreach:

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  • 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

👉 Note: Add your Website URL here. The AI reads it to understand your product and write better messages.

About the Website URL

The Website URL is where the AI learns about your offer. It doesn't need to be a polished website. It can be:

  • A Google Doc
  • A Notion page
  • A simple landing page
  • Any link that explains what you do

The AI uses this link to learn your product, its benefits, selling points, pricing, and competitors. Prospects never see this link.


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Match your objective to the right link:

  • Book a meeting → calendar link
  • Capture contact info → leave blank or use a form
  • Drive traffic → website URL
  • App sign-ups → signup page link
  • Event registration → event page or form
  • Job recruitment → job description or careers page

About the Landing Page URL

The Landing Page URL is optional. Here's how it affects your messages:

  • Without a booking link: AI writes something like "Are you free next week for a call?"
  • With a booking link: AI writes something like "Are you free for a call? Here's the link to book."

👉 Note: Only the Landing Page URL can be left empty. The Website URL must always contain information about your company.


5. Engagement and Lead Handling

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Choose how the AI handles replies:

  • Copilot: AI drafts replies, you review and send.
  • Autopilot: AI drafts, qualifies, and replies automatically within 3 to 10 minutes.
  • Both modes handle nurturing: if a prospect doesn't respond after 7 to 30 days, the 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 AI Inbox for direct, contextual conversations. Fully branded and adapting in real time.

💡 Tip: Enable Adaptive Microsite to boost engagement, qualify leads faster, and move prospects further down your funnel.


6. Apply Outreach Settings

  • Set active days and hours for outreach.
  • Exclude holidays by prospect country.
  • Maintain a blacklist of contacts to avoid.

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  • Enable duplicate protection so prospects aren't contacted by multiple team members.

7. Import Leads

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Choose your lead source:

  • AI Lead Finder: Build lists using persona templates, job titles, seniority, location, and industry 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 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've already created.

8. Build the Sequence

Start your sequence with a Connection Request (recommended: leave the message empty).

Why empty?

  • Free LinkedIn accounts only get 10 personalized connection messages per week. An empty request saves those credits.
  • An empty request encourages prospects to visit your profile, consume your content, and learn about your solution before you ever message them.
  • By the time your follow-up arrives, they already know who you are.

⚠️ Warning: This strategy only works if your LinkedIn profile is strong and optimized.

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After the connection request, add 4 to 6 touchpoints over 1 to 3 weeks with short, natural follow-up messages.

Click Generate to let the AI write your messages, or write your own. Preview each message on the right before adding it to your sequence.

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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.

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10. Review and Launch

  1. Review all steps on the summary page.
  2. Name your campaign.
  3. Save as a draft or click Launch to start sending.

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What's Next

  • Learn how to import leads with AI Lead Finder
  • Understand conditions and delays in your sequence
  • Set up Outreach Settings for blacklists and active hours