A signal campaign starts itself. Instead of loading a list and hoping the timing is right, you pick the signal that makes a company worth contacting, and CapyScout does the rest when it happens.
1. Pick the signal
Choose up to three signals, like New funding round or New sales leader, and the product the messages should be about. Start from Campaigns > New campaign and pick Companies that show a signal, or open any signal and choose Use in a campaign. A template such as "Just raised" or "Hiring fast" fills these in for you.
2. Where companies come from
- Companies you watch - when a chosen signal fires on a watched company, it joins the campaign.
- A daily search - a search that runs every morning adds new companies showing the same signal, with the date and source that matched.
If the same company shows a second signal, it is added to the person you already have. You never get duplicates.
3. Who to reach
Set the roles to contact, like VP Sales or Head of Sales. CapyScout finds one of them at each new company. People are only counted when we actually find them, and you can set a monthly limit in the campaign Settings.
4. The opener
Every person carries their why now: the signal, one line, the date and the source. Messages open with it, then connect it to what you sell. You see it on each person in the campaign People tab.
5. Sending
Campaigns start in Review each: every message is a draft until you approve it in Tasks. Once you have approved enough messages from a campaign, you can switch it to Agent and it sends on its own. See Review each or Agent.
Hot companies
A fresh signal on a company already in a campaign marks the person Hot. If the next step is a Wait for a signal step, or the campaign is set to speed up on new signals, that step moves up to today.
Alerts are separate
Slack, email, CRM and webhook alerts live on the Alerts page. See Set up email, Slack and webhook alerts.