Activation Campaigns
Activation Campaigns send automated outreach to your existing contacts through Email, WhatsApp, or LinkedIn.
Overview
Activation Campaigns are for:
- Reaching contacts you already have
- Multi-channel outreach sequences
- Following up with leads
- Re-engaging dormant contacts
- Mass communication campaigns
vs LinkedIn Campaigns
| Aspect | LinkedIn Campaign | Activation Campaign |
|---|---|---|
| Target | Search for new profiles | Existing contacts |
| Channels | LinkedIn only | Email, WhatsApp, LinkedIn |
| Source | LinkedIn search | Contact Lists |
| Purpose | Discovery | Outreach |
Creating a Campaign
Navigate to Activation → Campaigns → Create Campaign.
Campaign Wizard
The wizard has 4 steps:
Step 1: Campaign Basics
| Field | Required | Description |
|---|---|---|
| Name | Yes | Campaign name |
| Description | No | Campaign purpose |
Step 2: Target Audience
Select your target contacts:
Contact List Selection
- Choose an existing Contact List
- Or create a new list
- Review contact count
| Info Shown | Description |
|---|---|
| List Name | Selected list |
| Contact Count | Total contacts |
| Valid for Channel | Contacts with required info |
TIP
For email campaigns, only contacts with email addresses will be reached. Same for phone/WhatsApp.
Step 3: Channel & Agent
Select Channel
| Channel | Requirements | Best For |
|---|---|---|
| Contact has email | Formal outreach, detailed info | |
| Contact has phone | Quick engagement, informal | |
| Contact has LinkedIn | Professional, B2B |
Select Activation Agent
Choose an Activation Agent for this campaign:
- View available agents for the selected channel
- Preview agent configuration
- Select the agent
INFO
Create Activation Agents in AI Agents before creating campaigns.
Agent Preview
When selecting an agent, you'll see:
- Agent name and avatar
- Message templates
- Tone and language settings
Step 4: Schedule & Review
Scheduling Options
| Option | Description |
|---|---|
| Start Immediately | Launch right after creation |
| Schedule for Later | Set future start date/time |
| Daily Limits | Max contacts per day |
Review Checklist
Before launching, verify:
- [ ] Target list has sufficient contacts
- [ ] Contacts have required data (email/phone)
- [ ] Agent is configured correctly
- [ ] Messages are personalized
- [ ] Schedule is appropriate
Campaign Execution
Execution Flow
Campaign Starts → Contacts Queued → Messages Sent → Responses Tracked- Queue: Contacts are queued for outreach
- Send: Messages sent within daily limits
- Track: Delivery and responses monitored
- Update: Lead status updated
Delivery Pacing
Messages are spaced throughout the day to:
- Appear more natural
- Respect rate limits
- Improve deliverability
- Avoid triggering spam filters
Managing Campaigns
Campaign Dashboard
View all campaigns with:
- Status badges
- Progress indicators
- Key metrics
- Quick actions
Campaign Actions
| Action | When Available | Effect |
|---|---|---|
| Pause | Active campaigns | Stops sending |
| Resume | Paused campaigns | Continues sending |
| Edit | Draft/Paused | Modify settings |
| Delete | Any status | Removes campaign |
| Clone | Any status | Creates copy |
Campaign Status Flow
Draft → Scheduled → Active → Completed
↓
Paused → Resume → ActiveCampaign Statistics
Metrics Tracked
| Metric | Description |
|---|---|
| Total Contacts | Contacts in target list |
| Queued | Waiting to be sent |
| Sent | Successfully delivered |
| Delivered | Confirmed receipt |
| Opened | Emails opened (email only) |
| Clicked | Links clicked (email only) |
| Responded | Replies received |
| Failed | Delivery failed |
Performance Indicators
Email Campaigns:
| Metric | Good | Average | Needs Work |
|---|---|---|---|
| Open Rate | >40% | 20-40% | <20% |
| Click Rate | >5% | 2-5% | <2% |
| Response Rate | >10% | 5-10% | <5% |
WhatsApp Campaigns:
| Metric | Good | Average | Needs Work |
|---|---|---|---|
| Delivery Rate | >95% | 85-95% | <85% |
| Read Rate | >70% | 50-70% | <50% |
| Response Rate | >20% | 10-20% | <10% |
Multi-Channel Campaigns
Strategy: Sequential Channels
- Start with Email
- Follow up on WhatsApp (no response)
- Final attempt on LinkedIn
Implementation
Create separate campaigns:
- Email campaign to full list
- Wait for results
- WhatsApp campaign to non-responders
- LinkedIn campaign to remaining
TIP
Export non-responders from first campaign to create list for second campaign.
Follow-up Campaigns
When to Follow Up
| Trigger | Action |
|---|---|
| No open after 3 days | Send follow-up email |
| Opened but no reply | WhatsApp follow-up |
| No response after 7 days | Different approach |
Best Practices
- Change subject line (email)
- Adjust message angle
- Provide additional value
- Limit to 2-3 follow-ups
Best Practices
List Quality
- Clean data before campaign
- Verify email addresses
- Remove bounced contacts
- Update outdated info
Message Optimization
- A/B test subject lines
- Personalize content
- Clear call-to-action
- Mobile-friendly format
Timing
- Business hours preferred
- Consider time zones
- Avoid holidays
- Test different days
Compliance
- Include unsubscribe option
- Honor opt-outs immediately
- Don't spam
- Respect frequency
Troubleshooting
Messages not sending
- Check campaign status
- Verify daily limits
- Review channel connection
- Check for errors in queue
High bounce rate
- Clean your contact list
- Verify email addresses
- Check email reputation
- Review sending domain
Low response rate
- Improve subject lines
- Make messages more personal
- Offer clear value
- Test different approaches
Campaign stuck on "Sending"
- Check daily limit usage
- Verify channel is connected
- Review for processing errors
- Contact support if persists
Related Features
- Activation Agents - Configure outreach
- Contact Lists - Build target lists
- Channels - Connect channels
- Conversations - Manage responses