How to Create a Campaign

A campaign is a container for outreach to a group of prospects. You define who you're targeting, how Valley should write, and what product you're selling. Valley handles the rest.

Campaign Sources

You can create campaigns from three sources:

Lists

Create campaigns directly from your lists, including Warm Lists (Profile Viewers, Post Engagers, Profile Followers) as well as Valley Search Lists. Click "Create High ICP Fit Campaign" on any warm list. This is the recommended starting point.

Sales Navigator URL

Paste a LinkedIn Sales Navigator search URL to import prospects. Use a people-search URL, not a saved list.

CSV Upload

Upload a CSV file with prospect data including LinkedIn profile URLs.

Creating a Campaign

Step 1: Click "Create Campaign"

In your Valley dashboard, click the Create Campaign button.

Step 2: Choose campaign type

We recommend clicking on Valley AI

Step 3: Configure Campaign Settings
Page 1: Who are you reaching out to?

Who do you want to reach?
- First-degree connections (people you're already connected to)
- Everyone else (people you are not connected to yet)

Cold list:

- Sales Nav / Search URL: upload prospect lists you built in Sales Nav Search
- Post URLs: upload engagers of specific LinkedIn posts as prospects
- Upload XLS upload your prospect spreadsheet (ensure a column includes LinkedIn URL)
- Clay Table Sync: sync your CRM directly from Clay
- Saved List: use of one your saved lists from 'Lists', including Valley Deep and Basic searches

Warm list (select ICP fit for campaigns / HIGH recommended):

Page 2: How should Valley reach them?

Messaging type:
- AI-generated messages: Valley uses your Writing Style from 'AI Studio'
- Templated messages: use one of your templates from the 'Templates' tab

Outreach channel:

• Both will run a connect + follow-up campaign as well as an InMail campaign. Closed profiles will be routed to the connect campaign while open profiles will go into InMail.

Select which product you want Valley to pitch and how you want it to write.

Page 3: Review and launch

1. Campaign name: Name your campaign

2. Campaign instructions: you want this campaign to do something specific? Add instructions here!

3. Campaign summary: make sure everything is correct!

Advanced settings:

• Send Blank Connects: turn this on if you want your connection requests to NOT include a message. In these cases, 'Follow-up 1' serves as the first message.

• Daily volume: how many messages you want Valley to send for this campaign PER day. Note, this is a per campaign limit, not a global one, so keep this in mind when running multiple campaigns.

• Send window: when do you want Valley to send messages from your account. The times are tied to your Timezone which you can find in settings.

• Outreach language: what language do you want Valley to write messages in

• Withdraw connection request after: should we withdraw your request if it's not accepted?

After Creating: Delete Low ICP Fits

For imported list campaigns, delete low-fit prospects after launching:

1. Open the campaign

2. Click the three dots menu on the campaign card

3. Select Delete Low ICP Fits

This removes prospects who do not match your ICP so you do not waste sending volume on bad-fit targets.

Next Steps

Review the generated messages and approve.