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Bolt Campaign Creator Agent

Generate full drip Campaigns using the specialized Bolt Campaign Creator Agent.

Eric Range avatar
Written by Eric Range
Updated over a week ago

ignite package engage package

Overview

The Bolt Campaign Creator Agent is a revolutionary way to create multi-channel, multi-communication campaigns in Element451. The agent will talk through the needs of your campaign and then share outlines, write content, create communications, and build workflows to power your campaign.

Currently, the Bolt Campaign Creator Agent cannot generate push notification campaigns as part of their drip campaigns.

Before Trying Bolt Campaign Creator Agent

One of the most important aspects of successful campaigns is personalization. That's why the agent utilizes your information from Element451, including Content Tokens like colors and logos and the Knowledge Base, to tailor your campaigns.

It's crucial to keep these elements updated to ensure optimal results. By staying on top of these details, the agent can create campaigns that truly resonate with your audience and achieve your desired outcomes.

  1. Review your Content Tokens to ensure they are up-to-date.

    • To access Content Tokens: Data + Automations > Packs > Content Tokens

    • For more information on Content Tokens, click here.

  2. Add sources to the Knowledge Base and review existing sources for accuracy and relevance.

    • To access the Knowledge Base: Data + Automations > Knowledge

    • For more information on building your Knowledge Base, click here.

Video Walkthrough


Accessing Bolt Campaign Creator Agent

To use the Bolt Campaign Creator Agent, you must have the Administer Campaigns or Administer Communications permission.

The Bolt Campaign Creator Agent in accessed from the Bolt Staff Agent Sidebar which you can get to in one of two ways:

  1. Campaigns Module

    • Navigate to Engagement > Campaigns.

    • Select either One-Time Communications or Ongoing Communications.

    • Click the orange "New Campaign with Bolt AI" button.

    • The Bolt Staff Agent Sidebar will open. Now you can ask it to generate your Campaign.

  2. Bolt Staff Agent Sidebar


Generating Campaigns Using Bolt Campaign Creator Agent

Once you have accessed the Bolt Campaign Creator Agent using the process above, you can ask it to generate your Campaign. Here's how:

  1. Tell the agent about the Campaign you want created.

    • Agents are conversational and designed to ask follow-up questions if it requires additional information. For instance, if you send the prompt "I need a campaign to increase enrollment for the fall semester," it will respond with follow-up questions. For an example of this, see the screenshot below:

  2. Once the agent has all the information it needs, it will draft an outline of your campaign for you to review.

  3. From the outline, click on each communication or the angle bracket to expand the details.

  4. If you want to make changes, reply with your change requests. If you approve, tell the agent or click "I like it. Continue."

  5. Once you approve the outline, the agent will build your campaign.

  6. Once the build is complete, the agent will list the Communication and Workflow:

    • Communication

      • Each piece of communication in the Campaign will be listed separately.

      • Clicking on the title (e.g., Email 1 - Application Reminder) will open the communication editor to review and make any necessary changes to that specific communication.


        ❗Important: While the agent is a powerful tool that will revolutionize the way you communicate and engage, it can't do everything yet. It is essential that you review each communication. Two things we highly recommend checking are links and call-to-actions/buttons.

  • Workflow

    • Listed last is the Workflow for the campaign.

    • Clicking the title (e.g., Increase Fall Enrollment) will open the Workflow. You will notice the agent has orchestrated the communication flow with appropriate delays.


      ❗Important: Audience, triggers, and conditions (if needed) must be added manually.


Accessing Previous Agent-Generated Campaigns

To go back to your Campaigns generated by the agent, take these steps:

  1. Navigate to Data + Automations > Packs > Your Packs.

  2. Your agent-generated Campaigns will be listed with the Bolt AI icon.

If you uninstall an agent-generated campaign, all its components (communications and workflow) will be permanently deleted.


Using Bolt AI to Edit Campaigns

Suppose you don't want the Campaign agent to build an entire campaign. In that case, you can still use Bolt AI to help with other tasks.

AI Generated Subject Lines & Preview Text

Use Bolt AI to generate recommendations for a subject line and preview text using your preferred tone of voice: professional, friendly, exciting, or urgent.

💡 Pro Tip: Use Bolt AI to generate the subject line and preview text after composing the email. It will use the email content for its recommendations.

  1. To begin, navigate to Engagement > Campaigns (one-time or ongoing).

  2. Locate and click on the campaign for which you would like Bolt AI to generate a subject line or preview text.

  3. Click edit to open the Campaign's editor side sheet.

  4. You will see the Bolt AI buttons next to the Subject Line and Preview Text fields. See screenshots below.

  5. Bolt AI will generate a few options from which you can choose and you also have the ability to adjust the tone of voice.



AI-Powered Bolt Writing Tools

Bolt AI provides a built-in copywriting agent available to help you review and edit the text within your campaign. Bolt Writing Tools provides the following features:

  • Improve Writing

  • Fix Spelling & Grammar

  • Make Shorter

  • Expand

  • Change Tone

  • Translate

To use Bolt Writing Tools to edit your Campaign content:

  1. Highlight the text you wish to edit.

  2. Select the Bolt AI icon (orange lighting bolt and three stars).

  3. Select the icon corresponding to the action you would like Bolt AI to perform.


The Bolt Campaign Creator Agent is only available with the Element Ignite and Engage packages.

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