Building Your First Campaign on Funnelyn

Introduction

Setting up your first campaign on Funnelyn takes about 30 minutes and can start generating qualified leads within 48 hours. This guide walks you through each step of the process, from initial configuration to launch and optimization.

By the end of this guide, you will have a fully configured campaign targeting your ideal customers with personalized, multi-channel outreach powered by intent data.

Prerequisites

Before starting, make sure you have:

• An active Funnelyn account (free trial works for this guide)
• A clear understanding of your ideal customer profile
• At least one email domain configured for sending (instructions in your Funnelyn dashboard under Settings > Email Configuration)
• 2-3 outreach message templates ready (we will help you refine these)

Step 1: Define Your Campaign Target

Navigate to Campaigns > New Campaign and start with your targeting configuration.

Set Your ICP Filters

• **Company Size**: Select employee count ranges that match your ideal customer. For most B2B companies, this is a specific band (e.g., 50-500 employees) rather than "any size."
• **Industry**: Choose up to 5 industries where your product has the strongest fit. Start narrow; you can always create additional campaigns for other industries.
• **Geography**: Select your target markets. If you serve specific countries or regions, be explicit. Broad geographic targeting dilutes lead quality.
• **Revenue Range**: If available, filter by company revenue to ensure prospects can afford your solution.
• **Technology Filters**: If your product integrates with or replaces specific technologies, use tech stack filters to identify companies using complementary or competitive tools.

Tip: After setting your filters, Funnelyn shows you the estimated audience size. Aim for 500-5,000 companies in your initial campaign. Fewer than 500 may not generate enough volume; more than 5,000 suggests your targeting is too broad.

Step 2: Configure Intent Signals

This is where Funnelyn's power truly shines. Intent signals determine which companies within your target audience are actively evaluating solutions like yours.

Building Your Intent Topic List

• Click **Intent Configuration** in your campaign setup
• Add **Product Keywords**: Terms specific to your product category (e.g., "project management software," "employee engagement platform")
• Add **Problem Keywords**: Terms describing problems you solve (e.g., "team collaboration challenges," "employee retention strategies")
• Add **Competitor Keywords**: Names of your competitors and their products
• Set **Intent Threshold**: Choose from Low (broad capture), Medium (balanced), or High (only strong signals). Start with Medium.

Intent Signal Weighting

Funnelyn lets you weight different signals based on their value:

• **High weight (3x)**: Competitor comparison searches, pricing page visits, demo requests
• **Medium weight (2x)**: Product category research, problem-focused content consumption
• **Low weight (1x)**: General industry research, broad topic consumption

Step 3: Set Up Your Outreach Sequence

Navigate to Sequence Builder to create your multi-channel outreach flow.

Recommended First Campaign Sequence

Touch 1 (Day 0) - Email: Introduction

Keep your first email under 100 words. Structure: - Personalized opening referencing the prospect's company or role - One sentence about the problem you solve - One sentence about the result you deliver - Clear call-to-action (suggest a specific meeting time)

Touch 2 (Day 2) - LinkedIn: Connection Request

Send a connection request with a brief note (under 300 characters): - Reference your email - Add one piece of value (link to a relevant resource)

Touch 3 (Day 4) - Email: Value Add

Send a follow-up email with relevant content: - Share a case study from a similar company or industry - Include a specific metric or result - Reiterate your CTA

Touch 4 (Day 7) - Email: Different Angle

Try a different value proposition or approach: - Ask a thought-provoking question about their current process - Share a relevant industry insight or data point - Offer a no-commitment assessment or audit

Touch 5 (Day 10) - Email: Breakup

The final touch in your initial sequence: - Acknowledge they may not be the right person - Offer to connect you with the right person instead - Leave the door open for future contact

Step 4: Configure Lead Routing

Determine what happens when a prospect engages with your outreach.

Response Handling

• **Positive Response**: Automatically tag as "Hot Lead" and notify your sales team via Slack, email, or CRM
• **Meeting Request**: Route directly to your calendar booking tool
• **Referral**: If a prospect forwards you to a colleague, automatically add the new contact to your sequence
• **Objection**: Tag with the specific objection for follow-up
• **Unsubscribe**: Automatically honor and log for compliance

CRM Integration

Connect Funnelyn to your CRM (Salesforce, HubSpot, Pipedrive, etc.) to automatically: - Create new contact and company records for engaged prospects - Log all outreach activities and engagement data - Update lead scores based on Funnelyn intent data

Step 5: Launch and Monitor

Pre-Launch Checklist

Before clicking "Launch," verify:

• [ ] Email domain is warmed up (at least 2 weeks of gradual sending)
• [ ] All outreach templates are reviewed for typos and broken links
• [ ] CRM integration is tested with a sample lead
• [ ] Response notification is working (send yourself a test)
• [ ] Daily send volume is set appropriately (start with 25-50 per day, scale up)

First Week Monitoring

Check your Funnelyn dashboard daily during the first week:

• **Delivery rate**: Should be above 95%. Below 90% indicates email configuration issues.
• **Open rate**: Industry average is 20-30%. Below 15% suggests subject lines need work.
• **Reply rate**: 3-8% is good for cold outreach. Below 2% means your messaging needs refinement.
• **Bounce rate**: Should be below 3%. Higher bounces indicate data quality issues.

Week 2-4 Optimization

After your first week, you will have enough data to optimize:

• **A/B test subject lines**: Create 2-3 variations and let Funnelyn automatically send the winner
• **Refine messaging**: Analyze which value propositions generate the most positive responses
• **Adjust targeting**: If certain industries or company sizes are responding better, weight those more heavily
• **Tweak sequence timing**: If most responses come on specific days, adjust your send schedule accordingly

Common First Campaign Mistakes

• **Writing emails that are too long.** Decision-makers skim. Keep initial outreach under 100 words.
• **Using too many channels too fast.** Master email first, then add LinkedIn.
• **Not warming your email domain.** Sending 500 cold emails on day one from a new domain will get you flagged as spam.
• **Ignoring negative signals.** If someone says "not interested," do not put them in another sequence. Respect the response.
• **Expecting instant results.** Your first qualified meeting might take 7-14 days. Pipeline from those meetings takes longer. Be patient.

Next Steps

Once your first campaign is running smoothly, consider: - Launching industry-specific campaigns with tailored messaging for each vertical - Adding WhatsApp or SMS touchpoints for markets where these channels are preferred - Enabling automated follow-up sequences for leads that engage but do not convert immediately - Setting up ABM campaigns for high-value target accounts with coordinated multi-stakeholder outreach