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. 

 

 Overview of Steps 

 

 

 

 

 

 Step 

 Action 

 Purpose 

 

 

 

 

 1 

 Input Website URL 

 Extract business details automatically 

 

 

 2 

 Fill ICP (Ideal Customer Profile) Form 

 Confirm/adjust scraped company data 

 

 

 3 

 Review AI Website Summary & Campaign 

 See AI-generated campaign draft and variables 

 

 

 4 

 Connect Email Accounts 

 Either generate accounts or connect existing ones 

 

 

 5 

 Import Leads 

 Upload a CSV of leads or request free leads for campaign execution 

 

 

 

 

 

 

 

 

 

 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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