AI Campaign Onboarding Flow

 

Purpose

This flow guides a new user through a 5-step AI-powered onboarding sequence to set up their first campaign using automated inputs.

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Overview of Steps

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Step-by-Step Flow

Step 1: Enter Website URL

• The user inputs their website (e.g., example.com).

• This domain is used to scrape relevant business and ICP details.

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Step 2: ICP Form (Auto-Filled)

• Displayed after scraping the domain data

• User can review or edit the fields:

  • Industry

  • Target Audience

  • Company Size (⚠️ Currently allows multiple selections — should be single-select)

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Step 3: AI Website Summary & Email Campaign

• Displays:

  • Website summary (based on scraping)

  • A 3-step cold email sequence with subject lines and editable body

  • Available merge variables like {FIRST_NAME}, {COMPANY_NAME}, etc
    

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Step 4: Connect Email Account

• User is prompted to either:

  • Generate Domains & Email Accounts (redirects to domain purchase flow)

  • Connect Existing Accounts (OAuth or manual configuration)

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Step 5: Import Leads

• Options available:

  • Upload lead list via CSV

  • Request 200 free leads

• This step concludes the flow and redirects the user to the dashboard.

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