Vendors now have the ability to invite Sages to their Campaigns, bypassing the need for Sages to go through the application process. This article will review the different methods of inviting a Sage to your Campaign, as well as what happens after an invite is sent.
How to Invite a Sage to your Campaign
From your Campaign
Navigate to a Campaign where you would like to send a Sage invite
Click on the Sages tab at the top of your Campaign settings.
Here you will see Sages who have already interacted with your Campaign, as well as recommended Sages you are able to invite to your Campaign in order of most to least compatible based on your criteria
You can also click the blue View all recommendations at the bottom of the Sages tab to view all possible Sage matches (this will redirect you to the Discover Sages tab.)
Once you hone in on a Sage you would like to invite, you can click either on the Sage's tile which will route you to the Sage's profile or you can choose to send an invite directly from the Sage's tile.
Discover Sages
Click the Discover Sages tab at the top of the left navigation bar of your Sagetap dashboard.
Here you will see an Initiatives tab and a Sages tab.
On the Initiatives tab, you can send Campaign invites to Sages whose Initiatives are a good match for your product.
Use filters such as Use Cases, Target Completion Date, Associated Products, and Sage attributes to find Initiatives that best align with your product or offering.
On the Sage tab, you can apply filters such as Rating, Endorsements, Last Activity, and Verified Adopter and more to filter for Sages that best match your product.
From either tab, you can view the Sage's profile and/or send the Sage an invite to your Campaign.
What is included in an invite?
On a Sage invite, you will be able to:
Add a personalized message
Select the Campaign the invite is tied to
Select the Sage's Initiative that is tied to your invite when relevant
What Happens After an Invite is Sent
After you send an invite to a Sage, they will be notified via email as well as within their Sagetap portal. Along with the note included on your invite, they will be able to view the following:
Your Product Profile: Comprehensive information about your product, and how it solves specific problems.
Your Ratings and Reviews: Feedback and ratings from other Sages who have previously interacted with your Campaigns, located on the product profile.
Positive ratings can significantly influence a Sage’s decision.
Description of your Campaign: A detailed overview of your Campaign, including objectives, timelines, and expected outcomes.
The Sage can choose to either accept or decline your invite. You can generally expect a response within a few business days.
If the Sage accepts, you will be notified and a meeting will be scheduled for yourself and the Sage. If they decline, you will also be informed, allowing you to adjust your strategy or reach out to other Sages.
By inviting Sages to your Campaign, you can effectively leverage Sagetap to connect with influential technology leaders and drive your Campaign’s success.
If you have any questions regarding Sage invites, please contact [email protected].