Campaigns & contacts
Every contact in kōdlo belongs to a campaign. A campaign groups the people you are targeting with one offer, and tells the assistant who you are looking for and how to approach them.
Campaigns
Section titled “Campaigns”Create a campaign
Section titled “Create a campaign”In the Campaigns tab, click New campaign, or ask the assistant to create one.
- Name: 3–255 characters, unique in the workspace.
- Overview: optional free text, up to 8,000 characters.
The overview and its sections
Section titled “The overview and its sections”The overview is one Markdown text. Inside it, kōdlo manages three sections that the assistant reads and writes:
| Section | Limit | What goes in it |
|---|---|---|
## ICP |
4,000 characters | Offering, target firmographics, buyer personas, disqualifiers |
## Offering |
600 characters | What you sell in this campaign |
## Outreach Playbook |
2,500 characters | Targets, channels, sequence, success criteria |
The easiest way to fill them is to ask the assistant, for example “Write the ICP for this campaign: B2B SaaS, 50–500 employees, Nordics.” You can also edit the text yourself with Edit overview.
Lead discovery needs a complete ICP. If it is missing something, the assistant asks you.
Statuses
Section titled “Statuses”| Status | Can move to |
|---|---|
| Active | Paused, Completed |
| Paused | Active, Completed |
| Completed | Archived |
| Archived | Nothing. This is final. |
Everyone in the workspace is notified when a campaign’s status changes. The campaign list shows everything except archived campaigns by default. Use the filter to see them.
Import a campaign
Section titled “Import a campaign”Import campaign creates a new campaign from a CSV or JSON file of up to 50 MB.
- A CSV needs a LinkedIn URL column.
- Rows without a LinkedIn URL are skipped, and so are duplicates inside the file.
Importing the same file twice creates duplicate contacts. Import each file once.
Delete a campaign
Section titled “Delete a campaign”Delete campaign… asks you to type the campaign’s exact name. It deletes the campaign together with all its contacts, their events, attachments and tickets. The deletion is recorded as a system audit ticket assigned to you.
Campaigns cannot be deleted from Claude or other AI apps. See What the connector cannot do.
Contacts
Section titled “Contacts”Add a contact
Section titled “Add a contact”Select a campaign, then click Add contact. Only First name is required.
| Group | Fields |
|---|---|
| Basics | First name, Last name, LinkedIn profile URL, Status |
| Contact details | Email, Phone |
| Work | Job title, About, Education, Experience |
| Company | Company, Company domain, Company website, Industry, Company size, Company LinkedIn, Year founded, Company logo |
| Location | Location, City, Country, Region |
| Followers, Connections, Profile photo URL |
You can also ask the assistant to add people, or to find new ones with Discovery mode. Discovery suggests prospects, and nothing is added until you accept them.
Pipeline statuses
Section titled “Pipeline statuses”| Status | Typical meaning |
|---|---|
| Contact | In the campaign, not yet worked on |
| Prospecting | You are researching or reaching out |
| Engaged | They replied or interacted |
| Nurturing | Interested, but not ready yet |
| Qualified | A fit, with a real opportunity |
| Meeting scheduled | A meeting is booked |
| Rejected | Not a fit, or not interested |
| Do Not Contact | Must not be contacted again. See below. |
The contact list shows Name, Status, Position, Company and Location. You can filter by contact status and campaign status.
Do Not Contact
Section titled “Do Not Contact”Mark a contact Do Not Contact when they ask not to be contacted.
- Only a person can set or lift it, in the kōdlo web app.
- The assistant and external AI apps cannot set it, lift it or edit the contact in any other way, its status included.
- Outreach tools refuse Do Not Contact contacts.
- The record is kept, so the person is not added and contacted again by mistake.
Duplicates
Section titled “Duplicates”kōdlo matches people by their LinkedIn URL. The assistant refuses to add someone who is already in the same campaign. If they are in another campaign, it offers to copy them into this one.
Copying a contact to another campaign creates a separate record. Ask the assistant to do it.
Delete a contact
Section titled “Delete a contact”Click the trash icon (Delete contact) and confirm. This removes the contact’s events, attachments and tickets, and creates an audit ticket.
Contacts cannot be deleted from Claude or other AI apps.