The Campaigns module under Sales Manager is where you can create, manage, and review sales campaigns in Sellora AI.Campaigns allow you to define the campaign objective, select the target audience, choose the applicable products, solutions, or services, review compliance requirements, and configure the campaign plan.
Go to Sales Manager → Campaigns.The Campaigns page displays the campaigns available in your workspace.The page includes:
Refresh
+ New campaign
Search campaigns
Filter
Sort
Group
Fields
Use Search campaigns to find an existing campaign.Select Refresh to refresh the campaign list and display the latest available information.Select + New campaign to create a new campaign.
Use the table controls to organise the campaign list:
Filter – filter the campaigns displayed in the table.
Sort – change the order in which campaigns are displayed.
Group – organise campaign records into groups.
Fields – control the fields displayed in the table.
The bottom of the table displays the number of campaigns currently shown.Use the Rows selector to control the number of records displayed on a page.Use Prev and Next to move between pages when multiple pages of campaigns are available.
The Setup stage defines the main campaign information, objective, campaign message, responsible person, applicable products or services, and supporting material.Complete the required information before continuing to the Audience stage.
Enter the main outcome you want the campaign to achieve.The Aim of this campaign field is required.For example:Book a 15-minute demo with the Head of Operations.Use this field to give Sellora AI clear context about the purpose of the campaign.
Select the products, solutions, or services associated with the campaign.The available options depend on the products and services configured for the organisation.The interface can include options such as:
All
Individual products
Individual solutions or services
Select All when the campaign applies to all available products, solutions, and services.This field is required.
Use Material to add supporting campaign assets.The interface displays:Add flyers, images or other assets to send.Select the + area to add material.Material can include files or assets intended to support the campaign outreach.
Files can also be attached to individual campaign steps.Depending on the campaign configuration, attachment areas can include:
Step 1 attachment
Step 2 attachment
Select the + area under the required step to add a file for that step.For example:Step 1 attachmentAdd files for Step 1.Step 2 attachmentAdd files for Step 2.Use step attachments when a particular file should be associated with a specific campaign step.
The Audience stage determines who the campaign should target.Use the Target by dropdown to select the targeting method.The available targeting methods shown in the current interface are:
People
Companies
Industry
Region
The fields displayed below Target by change according to the selected targeting method.
Select People when you want to choose specific contacts for the campaign.The Select people section displays the available contacts.The selected contact count is displayed beside the section heading.For example:2 selectedThe People table can display information such as:
Name
Job title
Company
Country
Industries
Active Campaigns
Email
Select the checkbox beside a contact or select the corresponding row to add the person to the campaign audience.The number of available records is displayed below the table.
Select Group to organise the available contacts.The current Group options are:
None
Country
Company
Job title
Active campaigns
Select None when you do not want to group the contacts.
Note: For objectives that reach people by both email and phone, the Audience stage displays only people who have both an email address and a phone number.
Select Companies when you want to build the campaign audience using company records.The Select companies section displays the available companies.The selected company count is displayed beside the section heading.For example:2 selectedThe Companies table can display information such as:
Company
Industry
Country
Number of contacts
contact Position
Select the required company or companies from the table.
After selecting companies, use Applicable positions to specify the positions that should be targeted within the selected companies.Available positions are:
Select Industry when you want to build the audience according to industry.The Select industries section displays the available industries.One or more industries can be selected.Available industries shown in the current interface are:
Select Specific Countries when you want to target exact countries instead of a broader region.Use Search countries to find the required country.The interface displays:Target exact countries instead of a region.
The Compliance stage allows you to review the phone-number regulations and communication requirements that apply to the people included in the campaign.
The Compliance requirements displayed by Sellora are based on the phone numbers of the contacts included in the selected campaign audience.Sellora identifies the applicable country from the audience contact information and displays the relevant requirements for that country.For example:
If the selected audience contains only contacts with Sri Lankan phone numbers, the Compliance stage displays the applicable requirements for Sri Lanka.
If the selected audience contains only contacts with Australian phone numbers, the Compliance stage displays the applicable requirements for Australia.
If the audience contains contacts with phone numbers from multiple countries, each applicable country is displayed separately for review.
When multiple countries are included, review each applicable country separately before continuing.
Important: Compliance requirements can vary by country. Always review the country-specific requirements displayed for the contacts included in the campaign audience.
The interface instructs you to:
Review the phone-number regulations that apply to the people in this campaign and authorise each country to continue.
When contacts from multiple countries are included, each applicable country is displayed separately.For example:
Australia
Sri Lanka
A country counter indicates the country currently being reviewed, such as:Country 1 of 2Select each country to review its requirements.
For countries where Do Not Call screening applies, the Compliance stage displays the relevant requirements.For Australia, the interface displays:Do Not Call Register (Australia)Australian numbers are checked against the ACMA Do Not Call Register.Numbers identified as Do not call must not be contacted for applicable telemarketing activity and are skipped for applicable call steps.Review the information displayed in this section before continuing.
A contact whose previous screening is no longer current can display:Expired — re-washThis indicates that the contact requires another screening check before the applicable call activity can proceed.The contact information displayed can include:
The Rules applied to this country section displays the communication requirements and controls associated with the selected country.The information shown depends on the country and the campaign communication channels.The current interface can display the following categories:
This section displays the permitted calling-time requirements for the selected country.The applicable calling window and restrictions are displayed directly in the Compliance stage.
Important: Calling requirements can vary by country. Review the requirements displayed for the selected country rather than assuming that the same rules apply to every campaign contact.
The Compliance stage includes an important notice explaining that the existence of a contact record does not automatically create permission to contact the person through every communication channel.Contacts may originate from sources such as:
Apollo
Lusha
CRM systems
Purchased or list sources
Public websites
Existing databases
Sellora assesses applicable communication channels separately.Review the exact compliance information displayed in Sellora before authorising the campaign.
The person accepting the acknowledgement confirms that they are authorised to launch the campaign and have reviewed the selected contacts, channels, and offer.
Where the campaign relies on consent, an existing relationship, an inbound request, event information, or another permission basis, the supplied information must support the selected communication channel.
The customer is responsible for the accuracy and appropriate approval of the product, pricing, offer, and factual claims supplied for campaign communication.
Where the customer states that consent, permission, an existing relationship, licence, or another basis exists, supporting information may need to be available where required.
The Responsibility section explains responsibilities associated with the campaign.It includes information concerning areas such as:
Campaign decisions
Campaign information
Customer-supplied contact data
Consent
Relationship information
Campaign content
Sellora compliance controls
Read this section carefully before authorising the campaign.The interface also explains that Sellora may hold, pause, or stop affected campaign activity where applicable requirements are not satisfied.
At the bottom of the Compliance review, Sellora displays the person and campaign associated with the acknowledgement.The acknowledgement information can include:
Accepted by
Role
Organisation
Campaign
Before continuing, select the required confirmation:I confirm and authorise the launch of eligible actions in this country.The acknowledgement confirms that the authorised user has reviewed the applicable contacts and country requirements.
Important: When multiple countries are included in the campaign, review and authorise the requirements for each applicable country.
After reviewing the acknowledgement and completing the required confirmation, select:I agreeUse Back if you need to return to the previous stage.
After completing the previous required stage, continue to the Plan stage.
For campaign objectives that include calling, complete the required Compliance review before continuing to the Plan stage.
For an Email only campaign, the Compliance stage is not displayed. After completing the Audience stage, proceed directly to the Plan stage.
The Plan stage is used to configure the campaign outreach sequence.The options displayed in this stage can vary depending on the Objective selected during the Setup stage.
an additional section called How well do your contacts know you? is displayed at the top of the Plan stage.Use this section to indicate the existing relationship between your organisation and the campaign contacts.The available options are:
Select:Contacts know my brand - start with callingwhen the contacts are already familiar with your brand and the outreach sequence should begin with calling.
Select:I'm new - send several emails to startwhen the contacts are not yet familiar with your brand and the outreach should begin with several emails.Select the option that best represents how familiar the campaign contacts are with your organisation before configuring the sequence.
Note: The How well do your contacts know you? section is displayed only when the campaign objective is Awareness + follow-up or Sales engagement. It is not displayed when the objective is Email only or Calls only.
Select Use my own sequence when you want to manually define campaign outreach steps.Select + Add step to create a sequence step.Depending on the campaign configuration, a step can contain information such as:
The available activity type depends on the selected campaign objective.The campaign can use the applicable email and/or calling activities associated with its objective.
Select Generate by AI when you want Sellora AI to prepare the campaign sequence.Sellora AI can use available campaign context when generating the sequence.This can include:
Select the required Time period before generating the sequence.The time period determines the duration across which the campaign sequence is prepared.Select Generate to begin generating the sequence.
After selecting Generate, a confirmation message is displayed asking you to confirm that you want Nora to generate the sequence.The confirmation message explains that while Nora is drafting the sequence:
You cannot return to the earlier campaign creation steps.
You cannot make changes to the current Plan stage.
The sequence returned by Nora will replace any steps currently included in the plan.
The confirmation window provides two options:
Cancel – closes the confirmation message without starting the generation.
Generate – confirms the request and starts generating the sequence with Nora.
Important: Review the current campaign setup before confirming, as you cannot return to the earlier steps while Nora is drafting the sequence.
Select Regenerate when you want Sellora AI to generate another version of the sequence.
Tip: Review all generated campaign steps before creating the campaign to make sure the sequence, timing, and messaging are appropriate for the campaign.
When the campaign configuration is complete, select Create campaign.
After the campaign is created, open the campaign details page to review its configuration and activity.A newly created campaign can remain in a draft state until it is started.Creating the campaign does not necessarily begin outreach immediately.
Select a campaign from the Campaigns page to open the campaign details page.The campaign details page provides an overview of the campaign, its execution progress, configuration, audience, and associated documents.At the top of the page, the campaign summary displays information such as:
Campaign name
Campaign code
Campaign status
Campaign objective
Created date and time
Started date and time
Completed date and time
A Delete icon is also available for removing the campaign.The campaign information is organised into the following tabs:
The Recipient Opens value shows how many campaign recipients have opened an email.The value can be displayed against the total number of recipients.For example:0/2 Recipient Opens
The Who opened the email section appears under the campaign Overview.This section displays recipients who have opened an email sent through the campaign.If no recipient has opened an email, the page displays:
No opens yet. Recipients who open an email will appear here.
The number of people who opened an email is displayed next to the section heading.
Select the Execution plan tab to review the campaign execution status for each person included in the campaign.The page displays the total number of people included in the execution plan.Each person can display information such as:
Name
Position
Company
Country
Completion date and time
Execution status
Number of steps
For example, a completed contact can display:Completed · 1 stepUse the arrow next to a person to expand their information and review the associated campaign touchpoints.
Tip: Select or expand a person to review the touchpoints associated with that contact.
The Campaign section provides a summary of the campaign configuration.It can display:
Objective
Code
Audience
Products
The Objective shows the campaign objective selected during Setup.The Code displays the unique campaign code.The Audience identifies the audience type used for the campaign.The Products value shows the number of applicable products associated with the campaign.
The Applicable products section displays the products, solutions, or services associated with the campaign.These are the products selected under Applicable products, solutions & services during campaign Setup.
Select the Audience tab to review the people included in the campaign.The People section displays the contacts that the campaign reaches.The audience table can display:
Name
Company
Country
Use this section to review the final contacts included in the campaign and the country associated with each contact.
Note: The contacts shown in the Audience tab represent the people included in the campaign.
Select the Document tab to review material and attachments associated with the campaign.The Document tab separates general campaign material from files associated with individual campaign steps.Depending on the campaign configuration, sections can include:
For a campaign with the Draft status, available controls can include:
Edit campaign
Start campaign
Delete
Use Edit campaign to make changes to the campaign before it is started.Use Start campaign to start the campaign.Use Delete to permanently remove the draft campaign.
For an active campaign, available controls can include:
Pause campaign
Resume
Stop
Delete
Use Pause campaign to temporarily pause campaign activity.When a campaign is paused, use Resume to continue the campaign.Use Stop to stop the campaign.Use Delete to permanently remove the campaign.
After the campaign has been created, open it from the Campaigns page.Use the available tabs to review the campaign:
Overview — review campaign activity and results.
Execution plan — review each person's execution progress and touchpoints.
Details — review the campaign aim, message, responsible person, campaign information, and applicable products.
Audience — review the people included in the campaign.
Document — review campaign material and step-specific attachments.
Tip: Before creating or starting a campaign, review the audience, objective, campaign message, applicable products, sequence, attachments, and any applicable compliance information carefully.
