Configuring a signal campaign

Every signal runs as a campaign. This guide walks you through configuring and launching one.

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Setting up a signal

Most signals follow the same structure. You choose a data source, configure the Targeting step, and decide whether Ava qualifies leads before contacting them. Website visitor de-anonymization and Custom AI signal work differently.

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Choosing a data source

The first screen asks where Ava should look. The question at the top names what the signal needs, so Funding announcement asks which companies Ava should track for funding announcements, Champion tracking asks for a list of champions, and Social keyword tracking asks whose posts Ava should track. Your options depend on the signal:

• Search from Artisan’s database tracks companies or people from Artisan’s B2B database. It’s available on Funding announcement, Recently hired, First hire in department, First hire in role, Tech stack in job description, Actively hiring for role, Investor portfolio tracking, Social keyword tracking, and Topic intent.
• Import from CRM imports a list from your CRM.
• Choose existing lists uses a list you already created in Artisan.
• Upload a CSV uploads your own list.
• Import from webhook imports a list by posting data to a webhook URL Artisan provides. It’s only available on Reach a CRM segment.

Signals that don’t offer Search from Artisan’s database run on your own data, because the signal only makes sense against a list you provide. Champion tracking needs your champions, Top customers’ investors need your customers, and Reach a CRM segment needs your CRM records. After you pick a data source, Artisan takes you to the Targeting step.

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Configuring the Targeting step

Most signals show three sections on the Targeting step: what Ava tracks, which companies to include, and who Ava contacts. The exact wording of each heading changes depending on the signal you chose, but the settings work the same way. Four signals vary from that shape. Reach a CRM segment shows only the people from the list you selected, with no event or company filtering. Champion tracking has no section for who Ava contacts, because Ava contacts the champion herself. Top customers’ investors adds a section showing the investors behind the customers you selected. Investor portfolio tracking replaces the first section with the investors whose portfolios Ava tracks. Most fields are optional, but a few signals require one before you can launch. Champion tracking requires both Which new company should Ava track? and Which new role should Ava track?. Investor portfolio tracking requires Investors to track, First hire in department requires Departments to include, and First hire in role requires Job title.

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Choosing what Ava tracks

The first section defines the event Ava watches for. Its fields depend on the signal you selected. Each signal also has a How far back should Ava look? setting, which determines how recent the event must be. Advanced options let you refine what Ava tracks, for example, by excluding certain titles or locations. Social keyword tracking takes the keywords Ava watches for in Keywords to track. Topic intent uses the topics in Topics to monitor, and Show suggested topics offers topics Artisan suggests for your product.

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Choosing which companies to include

The second section limits Ava’s search to companies that fit your market. You can filter by company size, industries to include, and whether the company is B2B. The Advanced options let you add company locations to include and industries to exclude.

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Choosing who Ava contacts

The third section determines which people Ava contacts at each company. Its options depend on the signal. For Funding announcement, Tech stack in job description, Actively hiring for role, Top customers’ investors, Investor portfolio tracking, Social keyword tracking, and Topic intent, choose whether Ava targets people by Specific job title or Department & seniority. Under Advanced, you can exclude job titles, departments, or locations. You can also import job titles from a CSV instead of selecting them one by one. For Recently hired, First hire in department, and First hire in role, you choose who Ava contacts at the company the signal matched. Lead identified by the signal contacts the person the signal matched, while Other people at the lead’s company applies your targeting filters to find other people there.

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Qualifying leads before contact

Every signal ends with Qualify leads with AI before contacting them. When you turn it on, Ava researches each prospect to verify they meet your qualification criteria and skips the ones who don’t. Your criteria can reference the signal itself, such as its topic or sentiment. Each check costs 2 credits. To set up one of these signals:

1. On the Signals page, select the signal you want to use.
2. Name your signal campaign.
3. Select a data source.
4. Configure the Targeting settings.
5. Select Continue.
6. Select a sequence template or start from scratch.
7. Configure the Sequence. Learn more about Sequence.
8. Click Continue.
9. Configure the Messaging. Learn more about Messaging.
10. Click Continue.
11. Configure Settings. Learn more about Settings.
12. Click Launch.

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Custom AI signal

Custom AI signal works differently from other signals. Instead of picking a prebuilt event, you describe the buying trigger you want Ava to watch for in plain English. The setup has two parts. First, describe the trigger, the event that prompts Ava to act, such as a company earning a certification or winning a contract. Then select a data source and add filters to define which companies Ava monitors and which people she contacts.

1. On the Signals page, select Custom AI signal.
2. Name your campaign.
3. Describe the trigger Ava should watch for.
4. Select a data source.
5. Configure the audience.
6. Click Save & add to campaign.
7. Choose how often Ava runs the search, then select Continue.
8. Select a sequence template or start from scratch.
9. Configure the Sequence. Learn more about Sequence.
10. Click Continue.
11. Configure the Messaging. Learn more about Messaging.
12. Click Continue.
13. Configure Settings. Learn more about Settings.
14. Click Launch.

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Website visitor de-anonymization

Website visitor de-anonymization works differently from the other signals. It runs on your own site traffic, so instead of picking companies for Ava to watch, you choose a connected website and set which visitors Ava targets. The Targeting step shows your connected website at the top, then two sections: Visitor sources to include sets which kinds of visitors count toward the campaign. You can include identified individuals, people from identified companies, or both. Which website visitors should Ava target? sets the filters Ava uses to target visitors, such as leadership level, department, and location. Its Advanced options let you set how far back Ava looks for visits, limit the campaign to visitors who viewed or skipped specific pages, and add further filters to include or exclude by role and company.

1. On the Signals page, select Website visitor de-anonymization.
2. Name your campaign.
3. If you have multiple connected websites, select the one to use for this signal.
4. Configure the targeting settings.
5. Click Continue.
6. Select a sequence template or start from scratch.
7. Configure the Sequence. Learn more about Sequence.
8. Click Continue.
9. Configure the Messaging. Learn more about Messaging.
10. Click Continue.
11. Configure Settings. Learn more about Settings.
12. Click Launch.