• • Contents

• Introduction

  • An Introduction to Channelyze
  • Accessing Your Channelyze Account

• Vendor Administration guide

  • Getting Started With Channelyze
  • Users and roles
  • Regions
  • Product families
  • Price lists
  • Tiers and tier sets
  • Assets
  • Forms
  • Integrations

• Marketing guide

  • An Introduction to Lead Generation in Channelyze
  • Creating a Lead Generation Campaign
  • Creating and Managing Sequences
  • Creating an Email Template Using AI

• Integrations

  • Hubspot CRM
  • Salesforce CRM
  • Pipedrive CRM
  • Chanelyze Password Authentication

Creating a Lead Generation Campaign

To create a new lead generation campaign, go to Marketing → Lead Generation and press the NEW CAMPAIGN button. A step-by-step dialog will guide you through the setup.

Step 1: Name Your Campaign

Give your campaign a clear, descriptive name that reflects its purpose.
Examples: - “Find cybersecurity resellers in Germany” - “Target VARs for marketing automation in North America”

This helps you identify and manage multiple campaigns later.

Press Next.

Step 2: Product Information

Provide details about the product or service you’re promoting:

• Name: e.g., “SecureMail Pro”
• Website URL: Link to a product page or landing page
• Type: Choose Product or Service
• Description: Write a concise summary that includes:
  • What the product/service does
  • Who it’s for
  • Unique selling points
  • Any industry-specific relevance

Tip: Be specific. Instead of “email security,” say “AI-powered email threat detection for mid-sized marketing agencies.”

Press Next.

Step 3: Target Market

Choose how to define your target audience:

Option 1: Let AI Specify the Target Market

Use this if you’re unsure or want Channelyze to infer the best-fit market based on your product description.

Option 2: I Will Describe the Target Market

Write a freeform description like: > “Mid-sized digital marketing agencies in Florida with 10–100 employees.”

Option 3: I Will Choose Settings to Define the Target Market

Manually select: - Industry - Company size - Geographic region

Tip: Use this for precision targeting when you already know your ideal partner profile.

Press Next.

Step 4: Target Person

Describe the job role of the person you want to reach at each company.

Examples: - “Chief Information Security Officer” - “Head of Channel Sales” - “Marketing Technology Director”

Tip: Be specific. Avoid generic titles like “Manager” unless necessary.

Press Next.

Step 5: Qualifying Prospects as Leads

Decide what happens when you convert a prospect into a lead:

Default: No Outreach Sequence

Prospects are saved as leads but no emails are sent.

Option: Enroll in Existing Sequence

Choose a pre-built outreach sequence.

Option: Create a New Sequence Using AI

Let Channelyze generate a personalized email sequence. You’ll need to provide:

• Call to Action:
  • “Reply to the email”
  • “Visit a website”
  • “Book a meeting”
• Email Length:
  • Short (recommended for cold outreach)
  • Medium or Long (for more detailed messaging)
• Personalization:
  • Enable personalization to include company-specific insights
  • Improves engagement and response rates

Tip: Keep the tone professional but conversational. Avoid jargon unless it’s industry-specific.

Press Finish.

Step 6: Publish the Campaign

Your campaign is now in Draft mode.
To activate it: - Go to the campaign’s Actions menu - Select Publish Campaign

Channelyze will begin prospecting based on your criteria. This may take a few hours. You’ll receive an email when prospects are found.