Navigate to the Execute tab.

Go to Campaigns, located beside the Smart Stream option, and click Create Campaign +.

Clicking Create Campaign + takes you to a new page named New Campaign. Enter the Campaign Name, then continue to the Sequence section.

In the Sequence section, choose between two options: Template and From Scratch.

Using a Template

To get started, two default sequence templates are ready to use:

● High Intent (No Voicemail)

● Low Intent

Building a Sequence From the Scratch

With From Scratch, you build your own personalized sequence.

1. On the right side of the screen, under Sequence, click + Add Step.

2. Choose the step or task you want to add, then fill in the four fields below to match your workflow.

● Step Type: click it to open a drop-down, then choose Call only (No Voicemail), Call + Voicemail, or Manual email.

● Step Name: enter a name for the step.

● Time Gap: determines when your next action happens. Enter the time gap you want.

● Unit: Business Day is the only option.

Saving Your Sequence as a Template

After you finish building your sequence, you can save it as a template:

1. Above the sequence, click Save As New Template.

2. Enter a name for the template.

3. Choose who can access the template:

● Shared: everyone in your organization can access it.

● Private: only you can access it.

4. Once saved, the template appears on the left side of the screen under My Templates.

Managing Your Templates

To find a specific template, use the search bar to look for it. To manage a template under My Templates, click the 3 dots beside it. You can:

● Clone

● Edit Steps

● Rename

● Share with Org

● Delete

Moving to the Next Step

Once you have named your campaign and chosen a sequence, use the buttons in the lower right of the screen:

● Next: Rep Assignment: click this when you are ready to assign reps to the campaign.

● Close & Save Draft: click this if you do not have reps to assign yet and want to save your work.

The next page is Rep Assignment. This is where you assign the campaign to a specific person or your whole organization.

● Use the search field to select a specific person.

● Click Add Entire Org to assign the campaign to everyone in your organization.

Once you have finished with Rep Assignment, click Next: Resources.

The final part of creating a campaign is Resources. There are 3 configuration settings here: Script, Battlecards, and Docs & Links.

Script

Enter the script reps will follow while on a call: the talking points or spiel to use. Variables can be inserted into the script. You can also create your own script:

1. Under Script, click + New Script.

2. Enter the Script name and choose a Visibility. Visibility controls whether the script is accessible across your organization or private.

3. Write your script. While you write, you can use two tools:

● Break: click + Add Break to add a break to your script.

● Insert Variable: adds dynamic placeholders to your script that fill in automatically during a call.

Instead of typing names or companies manually, you can insert tags like [[rep.firstName]] or [[rep.company]]. When you connect with a customer, TitanX automatically pulls the right information from your records and displays it on your screen.

4. Once you create the script, it appears under My Script. The visibility you chose is shown on that script.

5. You can create multiple scripts for a campaign. To finalize, click the name of the script you want to include in this campaign.

Battlecards

These are topics you plan to cover during the call. Adding a topic to your battlecard automatically crosses it out when that keyword is mentioned on the call. To configure a battlecard, first add a title, then add the script below the title.

Docs & Links

Attach any documents or links reps may need to reference or share with a prospect during a call, such as pricing sheets, cost lists, SKU catalogs, a link to your website's contact form, or a link to schedule a demo. This section can also include internal resources reps might find useful, such as company policies or reference materials.

After configuring all fields, finish the setup by clicking Close & Save Draft.

Once you save your draft, the campaign cannot be published yet. At least one contact must be assigned to it first.

To add contacts and publish your campaign:

1. Go to the Intelligence layer and select the contacts you want to include in this campaign.

2. After selecting the contacts, click Assign to Campaign.

3. Find the campaign you want to add the contacts to.

4. Click Assign to finalize.

5. Once the contacts are assigned, go back to Execute, then go to Campaigns.

6. Find the campaign you have not published yet and click on it.

7. Click Publish Campaign.