# 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.

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#### ✍️ 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.

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#### 🧠 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.

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#### ⚙️ 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.

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#### 🔍 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.

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#### 🔁 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


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