After AI Email (AIE) is set up, you can create email campaigns. This page lists the high-level steps for creating campaigns and links to more detailed instructions.
Start from the AI email writer
Create a new campaign
Update the conversation flow
Enroll your contacts
Assign an AI email agent
Route qualified contacts to a sales rep or group
Select team members for human review notifications
Schedule the campaign
Preview and launch
Step 1: Start from the AI email writer
While you can start from creating a campaign, we recommend that you start with crafting the initial emails using the AI email writer. Refer to Write Emails with the AI Email Writer. For 6sense Academy videos refer to Getting Started with the AI Writer and AI Writer Best Practices.
The AI writer can write emails using your company’s tone of voice and incorporate relevant talking points. This helps ensure that your emails are always on-brand and effective. Go to Main Menu > AI writer > Knowledge base and upload documents that reflect your company’s tone. Refer to Update the AIE AI Writer with Content Samples.
Step 2: Create a new campaign
After creating emails in the email writer, select create a campaign to open the conversational flow editor.
There are two ways to create a new campaign in AIE, by using a playbook or starting from scratch. You can use a predefined playbook that includes some default emails and actions for your AI email agent to perform, based on common campaign scenarios:
From the All campaigns page, select Create new campaign and choose a playbook from the list.
Or, you can create a campaign from scratch and design your own emails and actions.
From the All campaigns page, scroll to the bottom and select Write from scratch.
Name your campaign
Select the pencil icon next to the campaign name to change it.
Step 3: Update the conversation flow
Update the conversation flow that your AI email agent will use. By default, the flow will consist of an introduction email, 3 follow-up emails, and a set of reply scenarios. Refer to Create an AI Conversation Flow.
Select Design AI conversation flow to open the flow editor.
By default, the flow consists of placeholders for the introduction email and basic reply scenarios. If you started with AI writer, your Introduction email are there.
Select a box to edit the corresponding email or scenario.
Add dynamic content
You can add content that changes, using if/then statements. Refer to Add Dynamic Content to an AIE Campaign.
Use AI replies
You can use choose to use AI replies instead of the default reply scenarios to manage your conversations. Refer to Set Up AIE AI Replies.
Use A/B testing
You can A/B test your emails to evaluate their effectiveness and fine-tune them. This enables you to ensure that your subject lines, calls-to-action, and overall body content are getting you the most views and click-throughs possible. Refer to A/B Testing Email Campaigns.
Publish the flow
After you’re satisfied with your flow, select Publish at the top right. Then select Close to go back to campaign creation.
Step 4: Enroll your contacts and select a suppression list
In the Enroll contacts section, select the contacts for your campaign. Refer to Enroll Contacts.
You can also specify the suppression lists to prevent your AI email agent from reaching out to particular emails and/or domains. Existing contacts that have previously bounced and/or have been marked “do not contact” (DNC) from previous campaigns form their own suppression lists which are automatically added to all campaigns. AIE provides default suppression lists, and you can create your own custom ones. Refer to Add an Email or Domain Suppression List.
Step 5: Assign an AI email agent
In the Outreach and handover section, select the AI email agent (also called an “AI Assistant” or “AI inbox”) that sends and receives emails for your campaign.
Step 6: Route qualified contacts to a sales rep or group
In the Route qualified contacts section, you can distribute new qualified contacts in each campaign among your sales team. You can also route qualified conversations round-robin style on each campaign, so they’re assigned on a rotating basis to an available sales rep. Refer to Round Robin a Campaign’s Contacts.
Specify to what sales reps the AI email agent hands over qualified contacts. (This only assigns those contacts who don’t already have an owner in AIE).
Step 7: Select team members for human review notifications
When the AI email agent is unable to handle a conversation with a prospect, AIE can automatically forward the conversation to a Salesforce salesperson for follow-up. Refer to Automatically Forward Human Review Conversations.
In the Human review notification section, you can also choose to specify someone to receive human review notifications. Refer to Set the Human Review Owner.
Step 8: Schedule the campaign
In the Schedule your campaign section, schedule the start date and end date for your campaign. Refer to Schedule an AIE Campaign and AIE Campaign Schedules.
Step 9: Preview and launch
As the final step before your campaign launch, the system will check to ensure that everything is good to go. If there are any steps remaining that require your attention, follow the prompts on the screen to complete them and prepare for launch.
After everything is ready, select Preview and launch and your AI email agent starts scheduling emails to go out to your contacts.