Outreach: Prospecting in Rox

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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

5. 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.

6. 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.

7. 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.

8. 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

9. 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.

10. Review the generated emails\ • Preview each message — they follow your writing template, infused with contact-level research.\ • Click “Send” to begin the sequence.

11. 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