Reviewing and approving your campaign strategy

Before the Campaign Copilot builds your sequence, it writes up the plan behind it as a strategy. Here's what's in it and how to approve it.

What the strategy covers

The strategy appears on the canvas and in the campaign's Strategy tab. It covers:

• The goal of the campaign

• The audience

• The channels

• The offer and the angle, or hook

• Your proof points

• The sequence flow, and why it's shaped the way it is

Reviewing and changing it

Read through the strategy and ask for changes in the Copilot chat. For example, ask it to change the angle, use a different proof point, or add a channel. The Copilot updates the strategy until you're happy.

Approving it

When you're happy, click Build. The Copilot then builds each step of the sequence from the strategy.

Good to know

• You can export it as a PDF. Useful if you need sign-off from a client or your team before launch.

• Your Sendr AI steps read the strategy, so personalised messages stay on-message with your offer.

Related articles

• Using the pre-campaign checklist

• Reading your campaign analytics