Outreach: Prospecting in Rox

Generate a Campaign with Rox

Rox campaigns let you generate personalized, research-backed email sequences to your target accounts in just a few clicks. You provide the context — Rox handles the research, writing, and sequencing.

✍️ How to Generate a Campaign

1. Select your target accounts
   • In your account view, select the companies you want to include (e.g. Adobe, PayPal, Cisco).
   • Click “Generate Campaign.”
2. Name your campaign
   • Example: New Campaign – June Outreach
3. Confirm or adjust your account list
   • You can add or remove accounts here.
   • Example: Remove Caterpillar, add Disney.
4. Select target contacts
   • Pick the specific people you want to reach out to within each company.

🧠 Personalize with Context

1. Provide a sample email template (Optional but recommended)
   • Paste in a real email you’ve sent that reflects your tone and style.
   • Rox will mimic this structure and voice when writing.
2. Include relevant research from Clever Columns
   • Select the insights you want Rox to use (e.g. "Sells to consumers", "Main products").
   • Rox uses this to customize emails to each account.
3. Attach product documents and case studies
   • Upload or select internal content to guide positioning (e.g. product one-pagers, PDFs, links).
   • This helps Rox tie your pitch to what you actually offer.
4. Add any special context (Optional)
   • Example: “Running a conference in Austin next month—focus outreach on geo relevance.”
   • Great for aligning with events, industry shifts, or campaigns in flight.

⚙️ Campaign Output and Sequence Management

1. Generate Campaign
   • Rox will build the outreach for each contact, incorporating your research, writing style, and attachments.
   • This may take 1–2 minutes as each message is tailored and researched live.
2. Review the generated emails
   • Preview each message — they follow your writing template, infused with contact-level research.
   • Click “Send” to begin the sequence.
3. View sequence suggestions
   • Rox provides a recommended schedule for follow-ups (e.g. June 1, June 3, June 10).
   • Full multi-touch sequences are auto-generated — no manual setup needed.

🔍 Insights During and After Sending

• Read tracking: See whether each email was opened, and by whom — across the full sequence.
• Live research panel: On the right side, view contact insights (from RocketReach), DTC/B2C research, product fit, and call-ready talking points.
• Phone & transcript view: Rox provides a phone number (if available) and a live call transcript generator with personalized talking points.
• Account research tab: Jump into a full research view of the company — including firmographics and agent-generated insights.

🔁 Re-prompt an Email

You can rewrite any email by typing new instructions directly into the text box below the draft.

1. Open the email
   • Click into the draft you want to improve.
2. Type what you want to change
   • Use the box below the email to give Rox new instructions.
   • Examples:
   • “Make it more focused on their recent product launch”
   • “Use a more casual tone”
   • “Mention their AI hiring and how we can help”
3. Click “Regenerate”
   • Rox will re-write the email using your prompt and all the original research.
4. Review and send
   • If it looks good, send it. If not, update your prompt and regenerate again