B2B Rocket Multichannel Campaign Setup (Delivery)

B2B Rocket Multichannel Campaign Setup (Delivery)

1. 01

   Log into B2B Rocket and navigate to the Campaigns section from the left sidebar.

   Ensure you are on the correct client workspace if using multi-account mode.

2. 02

   Click 'Create Campaign' and select the 'Multichannel' template.

   This enables simultaneous outreach via email, LinkedIn, WhatsApp, and SMS as per the platform's unified inbox design.

3. 03

   Configure the AI agent by setting the campaign goal (e.g., 'Book Meeting' or 'Generate Lead') and target audience filters.

   Use the built-in B2B database with 4 billion data points to define ICP criteria such as industry, company size, and job title.

4. 04

   Build the prospect list by exporting contacts from the database or uploading a CSV.

   For the Starter plan, you can export up to 1,200 email and phone records per month; adjust list size accordingly.

5. 05

   Design the outreach sequence: add steps for email, LinkedIn connection request, WhatsApp message, and SMS.

   Set delays between steps (e.g., 2 days) and enable AI personalization tokens like {{first_name}} and {{company}}.

6. 06

   Enable email validation and warmup under the 'Deliverability' tab before launching.

   B2B Rocket automatically validates and warms up connected mailboxes to improve inbox placement.

7. 07

   Assign the campaign to a client workspace and set a monthly contact limit (e.g., 500 contacts for a retainer).

   Use the 'Active Contacts' counter in the Growth plan (200,000 max) to track usage.

8. 08

   Launch the campaign and monitor replies in the Unified Inbox.

   The AI agent auto-categorizes responses and suggests follow-ups; manually review flagged conversations daily.