User Guide / Engage
Plays
Create a Play (Targeted Campaign) in Rox
A Play in Rox is a powerful way to roll out new sales motions quickly and consistently. By simply describing your ideal customer profile (ICP) or target scenario in plain English, Rox automatically generates the Clever Columns and Filters needed to surface the right accounts—making it easy to scale effective outreach across BDRs, AEs, or any sales reps.
How to Create a Play
Start a New Play
As an admin, click the Create Play button in the top navigation.
Name Your Play
Use a clear, descriptive name (e.g.,
Gen AI + Growing Org).
Describe Your Sales Motion
In plain English, describe the target accounts.
Example:\ “Surface accounts investing in generative AI (internal or customer-facing) AND showing growth in headcount or funding.”
You can be as detailed as needed—Rox will parse the description.
Review Clever Columns
Rox automatically suggests relevant Clever Columns (e.g., AI investment indicators, growth percentages, funding events).
Adjust as needed:
Change output types
Add time constraints
Include existing Clever Columns or create new ones
Adjust Filters
Filters are pre-populated based on your description.
You can edit, remove, or add filters before proceeding.
Select Related Assets (Optional)
Products: Choose specific product lines for campaign personalization, or let Rox infer the best fit.
Case Studies: Attach relevant references for targeted outreach.
Email Templates: Upload templates so they’re preloaded for all reps using this play.
Set an Expiry Date (Optional)
Define when the play should stop running (e.g., time-bound campaigns).
Finalize and Create
Rox processes and applies the Clever Columns and Filters across all your accounts.
Within moments, accounts matching your ICP will be surfaced.
Sharing a Play
Click Share Play.
Add the users you want to share with.
When they log in, they’ll see a golden glowing tab with the play name.
All filters are pre-applied—they can immediately start generating campaigns