A campaign is one list of gift recipients - an outreach batch, an event, a birthday run. Setting one up takes five short steps, and nothing is created until the last one.
You can close this - the search keeps running and this screen picks it back up.
The name is for you. The occasion is for the agent: it shapes the hooks it looks for and the gift it picks.
One or two sentences. Skip it and the agent falls back to a general congratulations.
Pick a way in. You can add more people later from the campaign itself.
From what you want out of it. The advisor finds companies that fit, proposes the people who decide, and works toward the number.
Nobody is on the list yet. Everyone who arrives through this door is researched, gets a gift picked, and waits for your approve tap.
The same search the Find companies tool runs. Every company comes back with a published office address, because that is where the cake goes.
Each person's research depth defaults to Medium. Go higher for a small public footprint (a founder, a local business with little written about them online) and lower for well-known names, who need less digging.
Their research is stored, so adding them costs nothing and they are ready for a gift straight away.
One person per line. Names, links, emails, handles, or descriptions.
Nothing pasted yet.
We read the header row and map it. Anything we cannot place is left out and counted below.
Each person's research depth defaults to Medium. Go higher for a small public footprint (a founder, a local business with little written about them online) and lower for well-known names, who need less digging.
The range we recommend each person's gift in. You pay for a gift when you send it, not from the research credits below.
Sends go out as offers: each person is emailed the gift and you are charged when they say yes. Anything above the amount you name waits for you.
Research starts the moment you create it. Gifts are suggested after, and nothing is bought until you pay.
| Person | Company | Tags | Top hook | Status |
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| Person | Company | Status | Gift | Socials | Campaigns | Updated |
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Paste a LinkedIn URL or a name in the chat, or add people to a campaign: they land here with nothing spent. Research them, pick gifts and add them to a campaign from this page.
Gift suggestions phrase their hooks and notes as coming from your organization, every new chat opens with this context, and campaign concepts tie what they send to what you promise, so you never have to repeat who you are.
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A member researches and builds campaigns within their cap. An admin can also spend, invite, and set limits. Today = credits spent in the last 24 hours. Keys and connected assistants act as the account itself and are managed under Integrations.
They get 25 credits when they buy 50. You get 25 credits, the moment they do.
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| Person | Company | Work email | Status | Gift hooks | Gift | Offer | Socials | Location | Conf. | Credits |
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Hit + Add people to add someone by name, link, email, handle, or description, or import a CSV. Then Research in the toolbar researches every queued row. That runs live and spends research credits.
| Person | Last checked | Last post | Track |
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No one yet. Add people from this list, or tick people in People and press Watch.
| Recipient | Stage | When | Order |
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| Recipient | Sender | Gift | Status | Address | Cost | Last event | Actions |
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When a sender pays for gifts, those lines land here to invite, buy, and ship.
| Maker | Category | Where | Makes | Price | Turnaround | Status | Conf. |
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