Campaign Creation

After logging into the StrategyBrain dashboard, click on AI Sales Rep. This will take you to the Campaign tab. Then click “Create” to start the campaign creation process.

1. First, enter a campaign name and bind a LinkedIn account. For LinkedIn account binding issues, click here for more info.

2. After entering the name and binding the account, click Next. Then, input details about the product you are selling.

Note: If you've already bound a LinkedIn account, don't bind it again in the first step. Select it from the already bound accounts.

3. You need to define your target audience by setting search criteria in LinkedIn. Then, copy the URL from the browser and paste it into the LinkedIn search URL input field.

4. Please add more relevant information, like company, product, and competitor details. Be as detailed and accurate as possible. For example, include your company's industry, business areas, and product names. This will help the Sales Rep bot communicate better with prospects. It will increase the chances of successful conversions. Rest assured, we will use this information only for communication with users.

5. Once you enter and confirm all information, click Next Step.

6. On the final page, you’ll see a summary generated by our Sales Rep bot based on the information you provided. Examine the summary with attention to detail. If it’s incorrect, you can make the necessary changes in the input field. If it’s correct, you don't need to take any action.

7. Set the number of new connections you want to add per day. Note: Avoid a high number. Adding too many connections in a day could get your account banned on LinkedIn. If LinkedIn bans your account, contact LinkedIn support for help. Do not mention automation tools—request account recovery.

8. Finally, click Save in the bottom. Your task is now created and will start executing. You can view it in the task list.

1. Can I create many campaigns?

Yes, you can create many campaigns under the same LinkedIn account, but only one can be active at a time.

2. Where are inactive campaigns displayed?

The system displays inactive campaigns under the Paused tab in the campaign list. If you can’t find the campaign under the Active tab, switch to the Paused tab to see if it’s there.

3. Can we resume paused campaigns?

Yes, you can resume paused campaigns. But no other campaigns can run under the same LinkedIn account. If there is an active campaign, first close it in the campaign list. Then, resume the paused campaign.

4. Will paused campaigns continue to communicate with users?

No, once a campaign is paused, the bot halts all operations. This includes adding friends and initiating conversations.

5. Can I filter campaigns by LinkedIn account if many accounts are bound?

Yes, you can filter the campaign list by LinkedIn account. Select from the dropdown menu, and the matching campaigns will display.

6. What actions do campaigns support?

Currently, you can edit, view details, copy, and delete campaigns.

• Edit: You can edit the campaign, except for the bound account and LinkedIn search URL. Note: If the campaign has started, editing the input may affect contacted customers. So, change it with caution.

• Details: View the task details, including the user list, status, and bot-user chats. For more information, click here to view the task details.

• Copy: The system will create a duplicate campaign with the same content. You can then change, save, and run it.

• Delete: A confirmation pop-up will appear. Once you confirm, you will remove the task from the list. The bot will then stop automatic conversations with users.