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Setting Up Your Campaign - A Step-by-Step Guide

When you open a campaign in Prospi, you will find six tabs to configure and monitor your outreach. Here is what each one does.


Analytics

Track your campaign performance. Use the date selector in the top right to choose your reporting period.

At the top you will see total metrics: emails sent, leads contacted, replies, and positive replies.

Scroll down to see analytics broken down by each step and email variation. This makes A/B testing easy - you can start or stop any variation based on performance. We recommend sending at least 500 emails per variation before drawing conclusions.


Email Sequence

Build your multi-step email sequence here. You can add follow-ups, set delays between steps, and create A/B variations for each email.


Leads

Import the contacts you want to reach in this campaign.

  1. Click Import Lead.

  2. Select a list you have already created from the dropdown.

  3. The leads will be imported and ready to contact.


Schedule

Control when your emails go out. Set your sending window (From and To times) and select the correct timezone. We recommend sending only on weekdays during business hours.


Options

Fine-tune how your campaign runs.

  • Accounts to use: Select which email accounts will send for this campaign. Use tags to quickly add multiple accounts.

  • Daily limit: How many emails to send per day. Maximum 20 per account per day. Prospi splits this evenly across your selected accounts.

  • Prioritize new leads: When enabled, new leads are contacted first. When disabled, the system completes ongoing sequences before reaching out to new contacts.


AI Agent

Train your AI assistant to write better reply suggestions for this campaign. Fill in the two text areas:

  • Context about this specific campaign.

  • General instructions for how your AI should respond.

The more detail you provide, the more accurate and personalized the suggested replies will be - whether you are sharing a booking link, a lead magnet, or handling objections.

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