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When setting up a campaign in FirstQuadrant, you can customize the campaign beyond the standard flow by accessing the advanced settings. These advanced options allow for greater control over how deals are created, which product information is used in your messaging, and how email scheduling is managed. To access advanced settings, click the Advanced dropdown in the campaign setup screen.

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Advanced options overview

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1. Pipelines

By default, FirstQuadrant automatically creates a deal when someone replies positively to an email in your campaign. The AI determines the appropriate pipeline based on the context and your existing pipeline structure. However, if you have multiple pipelines set up, you can override this behavior:
  • Uncheck “Use all pipelines”
  • Select one or more pipelines to apply specifically to this campaign
This ensures all resulting deals from this campaign are created in the correct pipeline(s).

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2. Product or service

FirstQuadrant uses your workspace’s default company description and website when generating emails. This information is configured in your workspace settings. If you’re running a campaign for a specific product or offering, you can override this:
  • Uncheck “Use default product or service details”
  • Customize the name, description, and website as needed
This helps the AI generate more tailored and relevant messaging for that campaign.

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3. Sending schedule

Campaigns typically follow the default sending schedule defined at the workspace level. However, you can create a unique schedule for a specific campaign:
  • Uncheck “Use default sending schedule”
  • Customize days and time windows during which emails should be sent
  • Schedule can be defined relative to the recipient’s time zone
This is useful if you want to experiment with different outreach timings or target specific regional behaviors.
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