Building Out Your First Campaign Steps

Welcome to Buzz! Ready to launch your marketing campaigns? Here’s how to get started.

Buzz lets you automate your campaigns for smarter, more effective outreach. With advanced tracking and targeting, boosting sales and revenue has never been easier.

Before you begin your marketing campaigns, you will want to consider a bit of preparation. When you’ve planned ahead, creating your campaigns with Buzz will feel like a walk in the park.

How to Plan Your Campaign

1. It’s important to plan what kind of campaign you want to run. You must make a decision on what copy you want use, whether that’s emails or short direct messages, to ensure maximum effectiveness of your campaign;

2. Next, it’s a good idea to decide on an ideal customer profile (ICP). This will ensure you target the right potential customers, and will help you formulate what the overall message will be in your copy. Most of all, knowing your ICP will ensure you receive the best possible response rate;

3. Find any posts or events that you want to target. You can include the links to these in your campaign, and Buzz will automatically target everyone who’s engaged with the chosen event or post;

4. It's always a good idea to check your Account Settings and make sure that you configure them according to the results you desire.

Creating Your Campaign

Once you have planned out your campaign, head to your home dashboard by typing dash.buzz.ai into your search engine and logging in with your Buzz credentials.

Follow these next steps to create a successful campaign with Buzz:

1. In the top right-hand corner, click on the big blue + Create New Campaign button.

2. You will be asked to choose between a Simple, Smart, or Magic campaign.

3. Once you have selected your campaign type, name your campaign, insert any links to posts or events you want to target with your search, and select the sequence for your outreach.

Find more details on configuring additional campaign settings in this collection: Key Components of Campaigns.

4. If the AI Employee feature is available on your workspace, you will also need to decide whether to include it in your campaign. They can chat with customers on your behalf and book meetings. Learn how to set up and customize your AI Employee in this article.

5. Next, click on the blue + Add Step button. This will present you with a number of different actions you can add to create your campaign.

6. Select the actions that best fit your campaign. For a Social campaign, you have the option to include actions like Send Connection Request and Send Message, but they are not required.

   NOTE: The order of your steps matters. Prospects must complete earlier steps before reaching later ones in the sequence. If you want certain actions, such as sending InMails, to happen sooner, position those steps earlier in your campaign sequence. When using the Send Connection Request action, keep your message under 300 characters after placeholders are filled in with actual prospect data. Exceeding this limit will cause an error and prevent the request from being sent.

   For each action, add the copy that aligns with your outreach strategy.

You can also enhance your step with the following options:

• Video – Record and add personalized videos to make your message stand out.

• AI Message – Generate a message using our built-in AI.

• Calendly – Schedule a meeting with your prospect.

• Approval – Enable manual approval for any text-based step, such as Send Message or Send Connection Request. Look for the approval toggle at the bottom of the step configuration panel.

• Preview – See how your message will appear in your prospect's inbox.

💡 We have Best Practices templates available in all text-based step of the campaign setup.

7. Adjust the delays on your actions — you don’t want them all to happen at once! Use the timer buttons on the action widget to adjust the delays.

8. Add any additional automated actions, such as auto-following Social profiles, via the Perform Action step. Please note that these actions spend your Views of profiles limit. To learn more about the limit, check out this article.

9. After you have configured all the steps, hit the Run Campaign button at the bottom of the screen. Or, if you’re not quite finished, you can Save your campaign as a draft to access again later.

After your campaign starts running, you may see a Steps only status before all prospects have completed the campaign. This status indicates that the search for new prospects is complete—the system has finished checking and adding eligible prospects from your search. However, the campaign continues executing the configured steps for each prospect that was added. This is normal behavior and does not mean your campaign has stopped working.

Advanced Campaign Step Behavior and Multi-Channel Considerations

When building campaigns that combine multiple channels or when managing existing campaigns, understanding how Buzz handles step execution is crucial for avoiding common pitfalls.

Email and LinkedIn Step Independence

Email steps and LinkedIn steps operate independently within your campaign sequence. An email will send regardless of your LinkedIn connection status with the prospect, while LinkedIn-specific actions like Send Connection Request will be automatically skipped if you're already connected or have a pending request. This allows you to safely combine email and LinkedIn steps in the same campaign sequence without worrying about connection status conflicts.

Why Campaign Steps Get Skipped

Buzz automatically prevents duplicate actions to protect your reputation and avoid spamming prospects. If prospects have already completed certain steps, such as Post AI Comment, in previous campaigns, Buzz will skip those steps in new campaigns. Additionally, changing the order of steps in an existing campaign sequence can cause steps to be skipped for prospects already in the campaign.

Best Practices to Prevent Step Skipping:

• Avoid reordering steps after your campaign is running.

• If you move messages or change the campaign sequence after your campaign is already running, prospects who have been contacted will be automatically paused and require manual reactivation from the contacted folder.

• If you need to recontact prospects with a modified sequence, create a new campaign with the Recontact Prospects toggle enabled.

• Place critical steps like Post AI Comment at the beginning of your sequence when recontacting.

• Learn more about why campaign steps may be skipped.

Tracking Your Campaign Progress

Once your campaign is running, you can monitor where prospects are in the sequence to ensure everything is working as expected. Remember that prospects must progress through each step in order—if a step is positioned late in your sequence, prospects won't reach it until they've completed all earlier steps.

To track prospect progress through your campaign:

1. Navigate to Prospects from your dashboard

2. Select the active campaign you want to review

3. Apply the Next Step filter

4. Choose the specific step you'd like to review

This will show you which prospects are at each stage of your campaign, help you determine if there are enough prospects progressing through the sequence, and identify if any prospects are stuck at a particular step.

Thank you for using Buzz! If you need any additional information or assistance, our Customer Support team is always available to help you.