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Step 2: Creating your first campaign

Now that your account is set up, it's time to launch your first campaign. Here's how to do it step-by-step.

Jaclyn Curtis avatar
Written by Jaclyn Curtis
Updated over 4 months ago

Start a New Campaign

  1. Go to the Campaigns tab

  2. Click the “Create Campaign” button in the top right corner.

📸 (Insert screenshot of the Campaigns tab and "Create Campaign" button)


Source Page: Define Your Audience

The first step is to define where your leads will come from.

Name Your Campaign

Choose a clear and specific campaign name.
Example:
Startup Founders - US - 11-50


Or, if you’re testing messaging:
Startup Founders - US - 11-50 - Growth Hack Webinar

Choose a Source Type

You can pick from six source types:

  • LinkedIn Search URL

  • LinkedIn Post URL

  • LinkedIn Groups

  • LinkedIn Event URL

  • From Existing Campaign

  • Import Profile URLs

To learn more about these, check out our article: “Understanding Campaign Source Types”


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Most source types require a LinkedIn URL. Just copy it from your browser and paste it in the appropriate field.

Seat Selection

If this is your first campaign, you’ll likely have only one seat available. Once more seats are added, you can select who runs which campaign. The more seats you add the more actions your campaign will be able to complete in a given day

Advanced Filtering

Some sources have additional filtering options. Make sure to review and adjust them so your outreach is on target.

When ready, click Next to move on.


Actions Tab: Build Your Workflow

This is where the magic happens — your Smart Workflow.

Choose a Template

Browse the Workflow Library, which includes over 100 pre-built templates for different goals. You can:

  • Select a public template

  • Or build a brand new workflow from scratch

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Modify the Workflow

Templates use conditional “if/then” logic — for example:

  • IF a lead accepts your LinkedIn request

  • THEN wait 1 day and send a follow-up message

You can:

  • Add Actions (e.g., Send Message, Visit Profile)

  • Add Conditions (e.g., Is Connected, Email Exists)

👉 Some actions require conditions to function correctly — for instance, only send a message after a connection is accepted.

📸 (Insert screenshot of a smart workflow example)


Customize Your Messaging

For each messaging step (LinkedIn message, InMail, email), you will want to:

  • Customize the provided templates with your company's information and offering

  • Add your own unique brand voice, if needed

  • Generate outreach copy using AI, if working from scratch

Make sure the messaging feels human, relevant, and valuable.

📸 (Insert screenshot of message editor)

✅ Before moving on, review your entire workflow.


You can update messages later, but the structure of the workflow cannot be edited once launched.

Click Next when everything looks good.


Campaign Settings

This final step helps you time your outreach appropriately.

  • Set the campaign time zone (that of your target audience)

  • Adjust the campaign schedule to align with when your leads are most active

📸 (Insert screenshot of time zone and schedule settings)


Launch or Save as Draft

Once you're done:

  • Click “Save as Draft” if you want to review it later

  • Or click “Launch Campaign” to go live!

📸 (Insert screenshot of final confirmation screen)


You've just built and launched your first campaign in Alsona! 🎉🎉🎉


Next, you’ll start seeing engagement and leads flow into your dashboard.

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