Requirements
You have access to the campaign tool.
Website visitor identification is enabled (if using this method).
Campaign sequencing is already completed.
Your Linkedin & Email is already connected.
If you have previously sent opportunities to the campaign, they are already available in the tool.
Step 1: Open Your Campaign
Go to your campaign dashboard.
Ensure you are on Step 2: Opportunity List.
Step 2: Add Opportunities
Click + Import opportunities.
Choose Import website visitors to add opportunities identified from your site.
If enabled, this pulls in website visitors as opportunities directly.
Already-sent opportunities will automatically appear and do not need re-import.
Add or remove opportunities if needed.
Step 3: Reviewing Opportunities
Click Next Step in the upper right to move to the Review & Launch step.
On the Review Opportunities to run page:
See the list of opportunities you uploaded/imported.
Review each opportunity for accuracy.
Use the checkbox to select all or review individually.
If all are reviewed, you will see the message: All opportunities are reviewed.
If you need to add or edit opportunities, click Add new opportunities to this campaign and follow prompts.
Step 4: Confirm Review
Once you are satisfied, you can start your automatic outreach with the Launch Campaign button
Verification, Results, or Next Step
Reviewed opportunities show as ready on the Review & Launch page.
When no further review is needed, the confirmation appears.
Do not launch your campaign until all opportunities are properly reviewed.
Tips & Best Practices
Website visitor import streamlines list building for faster setup.
Double-check for duplicates or errors before launch.
Use Import histories to revisit or diagnose problems.
If no opportunities appear at review, return to the Opportunity List step and repeat import.
Need Help?
Contact support if you have trouble importing or reviewing opportunities. Careful review ensures your AI-powered lead generation campaign performs at its best.