How to Set Up AI-Powered Prospecting Campaigns in Strama

Before you can start prospecting effectively, you need a foundation. Not just a list of names—a strategic framework that defines who you're targeting, what qualifies as a good fit, and how you're going to research and engage those prospects.

Most sales tools skip this step. They assume you've already figured out your targeting, your messaging angles, and your research priorities. So you end up doing all that work manually, outside the tool, and then trying to translate it into campaigns that often miss the nuance of what you're actually trying to accomplish.

Strama takes a different approach. We start with the strategic foundation—using AI to help you define your campaign architecture before you send a single email.

What Is a Campaign in Strama?

A campaign in Strama is how you organize your prospecting efforts. It's where you define:

• Who you're targeting (your ideal prospect profile)
• What qualifies them (the criteria that make someone a good fit)
• How you research them (what intelligence you need to gather)
• How you engage them (the outreach channels and sequences you'll use)

Think of it as the strategic blueprint for a specific prospecting motion. Maybe you're running a campaign targeting enterprise HR leaders at Fortune 500 companies. Or a campaign focused on finance executives in the automotive industry. Each campaign has its own targeting criteria, qualifiers, and research focus.

The campaign structure ensures that all your prospecting is intentional and aligned—not just a scattershot list of names.

Setting Up a Campaign: The AI-Powered Wizard

The easiest way to create a campaign is through the AI-powered creation wizard. Here's how it works.

Step 1: Click "New Campaign"

From your Strama dashboard, click "New Campaign" and select "AI-powered creation guide."

This launches the wizard, which will walk you through defining your campaign step by step.

Step 2: Define Your Targeting

The first thing the wizard asks is: what are you going after? What's your current focus in prospecting?

You can choose from AI-generated suggestions based on your company and role, or you can define your own targeting.

For example, if you're selling Workday's HCM and finance modules, you might define your targeting like this:

"I'm targeting finance and HR executives at Boeing in the United States. I'm focused on the West Coast region."

The more specific you are, the better. This isn't just a description—it's the foundation that shapes everything else in the campaign. The AI uses this information to recommend qualifiers, research templates, and outreach channels tailored to your specific motion.

Step 3: Review and Customize Your Qualifiers

Based on your targeting description, the wizard automatically generates qualifiers—the criteria you'll use to validate whether a lead is a good fit.

For our Boeing example, the qualifiers might include:

• Executive leadership in finance or HR
• Works at Boeing (specific company domain)
• Located in the United States

You can edit, add, or remove qualifiers as needed. The goal is to define the characteristics that make someone a high-priority prospect for this campaign.

These qualifiers aren't just for validation—they also power features like Ideal Profile Search, which we covered in a separate tutorial.

Step 4: Define Your Research Template

Next, the wizard asks: how should we research your prospects?

This is where you specify the focus of the intelligence gathering. Instead of generic company research, you're telling Strama: "When I add a prospect to this campaign, here's what I need to know about them."

For a Workday campaign targeting Boeing, you might define the research template as:

"Research HR and finance digital transformation initiatives, technology modernization programs, and acquisition integration challenges."

This ensures that when Strama researches Boeing for each prospect, it's not pulling generic company information—it's focused on the specific areas that matter for your pitch.

You can also use a pre-built research template if you're targeting a common scenario (e.g., executive AI transformation, sales enablement initiatives).

Step 5: Select Your Outreach Channels

Finally, the wizard asks which channels you want to use for outreach: email, LinkedIn, or both.

You can edit or add channels later, but this initial selection sets up the default sequences for your campaign.

Once you've completed these steps, click "Create Campaign" and your campaign is ready.

What Happens After Campaign Creation

Once your campaign is set up, you'll land in the campaign dashboard. From here, you can:

• Add leads using your own sources or Strama's Ideal Profile Search
• Review qualifiers to see which prospects match your criteria
• View research reports for each contact and company
• Launch outreach sequences across email and LinkedIn

Everything you do in the campaign—from adding leads to sending messages—is informed by the strategic foundation you built in the setup process.

Why Campaign Architecture Matters

Here's the key insight: most sales tools treat campaigns as just containers for contacts. Strama treats campaigns as strategic frameworks.

When you define qualifiers, research templates, and targeting criteria upfront, you're not just organizing your leads. You're teaching the AI what matters for this specific prospecting motion.

That context shapes everything:

• Lead sourcing: Ideal Profile Search uses your qualifiers to find the right people
• Research: Intelligence gathering focuses on the areas you specified
• Messaging: Outreach draws from the pain points and value props surfaced by targeted research

Without that foundation, you're just automating generic outreach. With it, you're automating strategic prospecting.

Editing and Iterating on Campaigns

Campaigns aren't set in stone. As you learn what works, you can refine your qualifiers, adjust your research template, or change your targeting.

Click into campaign settings to update any of these elements. Changes apply to new leads you add going forward, ensuring your campaign evolves as your strategy does.

This makes Strama campaigns a living system—not a one-time setup you're stuck with.

Manual Campaign Creation (For Advanced Users)

If you prefer not to use the wizard, you can also create campaigns manually. This gives you full control over every element from the start, but it requires more upfront work to define qualifiers and research templates.

Most users find the AI wizard faster and more effective, especially when starting a new campaign in unfamiliar territory.

Ready to Build Your First Campaign?

Campaign setup is the foundation of everything you do in Strama. Get this right, and the rest of your prospecting—lead sourcing, research, messaging—flows naturally from the strategic framework you've built.

Want to see how campaign architecture would work for your sales motion? Schedule a demo and we'll walk you through setting up a campaign tailored to your targeting and value proposition.