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Creating & Managing Campaigns

Campaign setup, settings and reporting

Written by Ian Resler
Updated over a week ago

pitch bont campaigns let you define your ideal customer, select your lead source, and configure a multi-touch outreach sequence across LinkedIn, email, and optionally cold calling. Once you finalize your settings, pitch bont researches leads, generates draft messages, and prepares your fully automated campaign for launch.

Creating a Campaign

Step 1: Create a new campaign

  1. Go to Campaigns

  2. Click New Campaign

  3. Give your campaign a clear name

Step 2: Add your Product & Services description

This description is the foundation for message generation and customization. Keep it short, specific, and practical. Include:

  • What your company does

  • What you are offering

  • Pricing context (if possible)

  • Your ideal customer profile (ICP)

The clearer this is, the better the outreach quality will be. We will help you with your initial setup to get this right.

Step 3: Choose your lead data source

Next, select where your leads come from. You have three options:

  • Upload a CSV

  • Sync leads from your CRM using integrations

  • Use a lead list already enriched in pitch bont via the "Lead Lists" feature

Example: choose an existing lead list and decide whether the campaign should be accessible to all members in your organization.


Step 4: Campaign settings

After selecting your lead source, configure the campaign in a single settings:

  • Language settings (default language and optional alternatives for leads with a specific language defined in a column or CRM field)

  • Channel setup (LinkedIn, email, optional cold calling)

  • Touchpoints (how many attempts before stopping, we recommend to choose around 5 and not less than 3)

  • CRM sync (optional but strongly recommended to keep activity and statuses aligned)

  • LinkedIn research (recommended for better personalization, even for email-only campaigns)

  • Minimum LinkedIn connections (optional but recommended, accounts under 500 connections are usually inactive).

  • Manual outreach trigger (for companies above a certain size, say 500 employees). Only works when LinkedIn Research is activated. This will trigger a manual review of the generated messages so you can confirm before they are sent.

Click Finalize Campaign Settings to submit. The campaign then goes into review while pitch bont enriches leads and generates draft messages.


Managing existing campaigns

Once drafts are ready, open your campaign and click on Draft Messages. You will see the individual messaging and the sequence steps (for example: LinkedIn invite, LinkedIn follow-up, email follow-ups). You can:

  • Open the lead’s profile to see lead and company information

  • Rewrite any message (Click "Save and re-plan lead" to apply your changes)

  • Manually confirm or edit any leads with manual outreach triggers set (for example for companies with >500 employees)

That’s it. You create the campaign, set your settings, then review drafts before outreach starts. You can still edit individual lead messaging even after the campaign has started.



Reporting

Learn more about pitch bont's Reporting here: pitch bont Reporting

If you have any questions, don't hesitate to reach out to our team!

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