Campaigns
What Apex does with a whole campaign: plans it, writes the letters, loads the companies, reports its status, and stops or starts it when you ask.
Campaign plan, letter approval, pausing, all on the campaign's own cards.
Who can ask what?
Apex only does what the person asking is authorised to do. Which companies you see is decided by your group.
Click your own role, and only the example prompts you can ask Apex for stay on the page. The filter only rearranges this page; it changes nothing in your account or your permissions.
Several requests at once
You can put as many requests into one sentence as you like. Apex works through them in order and reports back once, at the end. Where approval is needed, it shows that step on a card.
- What happens
- Apex creates the campaign, and after the campaign plan writes the first letter on an approval card. Once you accept it, Apex launches the campaign on a further card.
- Where it shows
- Every step happens in the conversation. The campaign shows in the right-hand workspace, on the Campaigns page, and the letter on the campaign's page, in the Letter sequence section.
- What happens
- Apex tells you the status, and if that's what you asked for, stops the campaign straight away.
- Where it shows
- The status arrives in the conversation; after the stop, the campaign's page shows the 'Stopped' label.
- What happens
- Apex loads the file into the campaign on an approval card, and reports back at the end of the load. It then asks for the launch on a further card, if the letters are in order.
- Where it shows
- Both the load and the launch happen in the conversation; the result of the load shows on the closed load card.
- What happens
- On an approval card, Apex releases the domains from the Summer campaign's lobby, where loaded companies wait for their send. It then moves them into the Autumn campaign company by company, each on an approval card.
- Where it shows
- The cards appear in the conversation, and the moved companies start with the Autumn campaign's first letter.
Planning campaigns
A new target group, campaign type, pace and name, before the first letter is written.
- What happens
- Apex suggests new target groups based on Trendizz's search options and the company's past campaigns, and tells you if a filter isn't possible.
- Where it shows
- The suggestion appears in the conversation. If you pick one, it becomes a new campaign in the right-hand workspace, on the Campaigns page.
- What happens
- If your request doesn't make it clear, Apex asks whether it should be a cold outreach or a free-form plan, then creates the campaign switched off.
- Where it shows
- The campaign appears without approval in the right-hand workspace, on the Campaigns page, marked 'Stopped'.
- What happens
- Apex switches the campaign type, and flags it if the letters already written were made for the other type.
- Where it shows
- The type shows on the campaign's page, and the existing letters in the same place, in the Letter sequence section.
After a type change, the old letters stay in place, but it's worth having them rewritten for the new plan.
- What happens
- Apex sets the campaign's pace to fast; this applies to every letter written from then on. If the timing of the existing letters differs from this, it asks whether to adjust them.
- Where it shows
- Apex confirms the change in the conversation, and the letters' timing shows on the campaign's page, in the Letter sequence section.
Letters and their approval
Apex writes the letter, or you write it and Apex prepares alternative wordings for it. You approve the finished letter on the card, and you can ask for a new version too.
- What happens
- Apex writes the letter based on the campaign plan, and shows the subject and the text on an approval card.
- Where it shows
- The card appears in the conversation; the approved letter on the campaign's page, in the Letter sequence section.
- What happens
- Apex only rewrites the part you asked for; the rest of the letter stays unchanged.
- Where it shows
- The new version appears on a new approval card in the conversation.
- What happens
- Apex rewrites the letter according to the campaign plan, and shows the fresh version on a new card.
- Where it shows
- The new version appears on a new card, and once accepted, it becomes the letter on the campaign's page, in the Letter sequence section.
- What happens
- Apex creates the new letter slot and sets its place in the sequence, and if the campaign is already running, flags on an approval card that it will pause temporarily because of the edit.
- Where it shows
- The new letter appears on the campaign's page, in the Letter sequence section, in its place in the sequence.
After editing a running campaign, it pauses, and only continues once the approver accepts it, or you start it again.
- What happens
- Apex places a text box in the conversation, where you type the subject and the body of the letter, without a signature. If Apex finds typos, it shows them and their corrections on an approval card. Then it prepares alternative wordings for the subject and for every sentence, and your own sentence always stays among them. You approve the finished letter on the usual letter card.
- Where it shows
- The text box and the cards appear in the conversation; the approved letter on the campaign's page, in the Letter sequence section.
A campaign letter cannot contain a link, an emoji or a long dash. If it does, the box shows what needs fixing, and the text you typed is kept. If this is the campaign's first letter, Apex adds a short postscript at the end saying where the contact details come from, and that one reply is enough if the recipient wants no more letters. Your own text stays untouched.
- What happens
- Apex places the same kind of text box in the conversation, only without a subject field, because the follow-up letter goes out as a reply to the previous one. If it finds typos, it shows the correction on an approval card here too, then prepares alternative wordings for every sentence.
- Where it shows
- The approved letter appears on the campaign's page, in the Letter sequence section, after the previous letter, as many days later as you set.
Your own follow-up letter can go out no sooner than 3 and no later than 7 days after the previous letter. Apex suggests 7 days, and you can change that.
The approver's decision
If you wrote the letter as the account manager and the company's approver sends it back, you either fix it or explain why it should stay as it is.
- What happens
- Apex records your reasoning for the returned letter on an approval card, in your own words, and that goes back to the approver.
- Where it shows
- The card appears in the conversation, and the recorded reply shows on the campaign's page, next to the letter.
Every returned letter needs a reply before the campaign can go back for approval: either a fix or a reason.
- What happens
- Apex rewrites the letter based on the feedback on an approval card, asks whether you want a short message for the approver, then sends it back for approval on a further card.
- Where it shows
- Both cards appear in the conversation; the message for the approver shows on the send-back card.
Loading contacts from a file
Apex loads companies into the campaign's lobby from your own file or a few typed-in lines, where they wait for their turn.
- What happens
- Apex opens an upload card, then after processing the file, shows the number of companies to load on an approval card.
- Where it shows
- The process happens in the conversation; the result shows on a closed card, with a downloadable report.
At a managed company, the account manager does the loading, releasing and moving; at any other company, your own colleagues can ask for it too.
- What happens
- Apex checks the typed pairs the same way as a file, then asks for confirmation on an approval card for the campaign.
- Where it shows
- The result of the load shows on the closed load card in the conversation.
- What happens
- Apex confirms on an approval card, then releases the domains from the lobby without excluding them.
- Where it shows
- Apex tells you in the conversation what was taken out, and the lobby count on the campaign's page drops by that many. The released domains can be freely loaded into another campaign.
Releasing only lets the company go from this campaign: its address stays intact, and it can be freely loaded elsewhere.
- What happens
- Apex tells you the reason line by line: a clash, a bad address, or a duplicate.
- Where it shows
- The full report and a downloadable file are on the load card.
Campaign status and performance
How many companies are mid-sequence, how many have reached the end, and how many are showing interest.
- What happens
- Apex tells you the number of companies in progress and finished, the number of letters sent, and the number showing interest.
- Where it shows
- The numbers arrive in the conversation, and show on the campaign's page too.
- What happens
- Apex shows the company's campaigns along with their status.
- Where it shows
- The overview arrives in the conversation, and the Campaigns page in the right-hand workspace shows the same, marked 'Running' or 'Stopped'.
- What happens
- Apex runs through the letter and sequence rules, and tells you what needs fixing before launch.
- Where it shows
- The errors appear in the conversation, the same ones the launch itself checks.
If a letter goes out in more than one form, that's fine on its own; the check only flags actual rule breaches.
Launching, stopping, pausing
A campaign only launches when you ask for it, and can be stopped at any time.
- What happens
- Apex checks the letters, then shows on an approval card whether the campaign is launching now, or waiting on the approver's decision.
- Where it shows
- The launch status shows on the card and on the campaign's page too.
- What happens
- Apex stops the campaign straight away; the letters already sent and the statistics stay in place.
- Where it shows
- The campaign's label in the right-hand workspace, on the Campaigns page, switches to 'Stopped'.
- What happens
- Apex shows, per campaign, on a card, whether it's launching now, or going to the approver's decision.
- Where it shows
- The card appears in the conversation; the result shows in the campaigns' status.
Editing a running campaign's content stops it automatically, and editing a submitted campaign withdraws its submission, which is why it needs restarting.
- What happens
- Apex withdraws the pending submission; the campaign won't launch until you submit it again.
- Where it shows
- The withdrawal goes through an approval card in the conversation; after that, the campaign no longer appears among the approver's waiting items.
Moving finished companies
Companies that have been through the campaign can get a new letter or move to another campaign.
- What happens
- Apex asks which letter they should continue from, then confirms on an approval card that the finished companies will pick up from there.
- Where it shows
- Apex tells you in the conversation when the move is done. The companies appear among those in progress on the campaign's page, and carry on from the chosen letter.
It won't resend letters they've already had, only the new ones.
- What happens
- Apex confirms on an approval card, then the finished companies start with the other campaign's first letter.
- Where it shows
- Apex tells you in the conversation when the move is done. The companies appear among those in progress on the Autumn campaign's page.
Letter rules, once, company-wide
What a letter must never say, Apex records once, and keeps it in every campaign.
- What happens
- Apex suggests a few short always-and-never rules based on the company's material and past campaigns, shows them to you once, and saves them after your yes. From then on, every letter follows them.
- Where it shows
- The suggestion appears in the conversation, and Apex applies the saved rules whenever it writes a new letter.
This only comes up for the first cold campaign or when a rule is missing; after that, Apex won't bring it up again.
Good to know
The decision is always yours
Wherever approval is needed, Apex shows the card, and only carries it out after you click.
It only works from what it has
Apex tells you what's on the record and in the correspondence. If there's no data on something, it says so.
Another team's company
If another team within your company is working with a company, Apex flags it as taken, and doesn't say who's handling it.
In your own words
You can write to Apex in your own words. The example prompts work verbatim too, but it understands your own phrasing just as well.
A closed system.
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