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Creating a Campaign

How to create a Sagetap Campaign that will attract Sages and ensure your success

Winnie Penkethman avatar
Written by Winnie Penkethman
Updated over 2 months ago

Sagetap Campaigns serve as a representation of your product and value proposition to buyers. Because of this, it is important that your Campaign titles and details are clear, specified, and intentional.

In this article we will review how to create a Campaign, as well as best practices to lean on when creating and publishing your Campaigns.

How to Create a Campaign

  • Log into your Sagetap portal

  • In the left navigation bar, click the plus sign (+) next to Campaigns

  • Go through the flow of Campaign creation, and publish when you are ready for Sages to be able to view and apply to your listing

You can choose either a Product Pitch or Research Call as the call type when creating a Campaign.

For more information on the different kinds of calls you can participate in on Sagetap, please review our Help Center article on meeting with Sages linked here.

There are many elements that go into the creation of a Campaign. Below is a review of some best practices for the most pertinent elements of your Campaign.

Campaign Title

An effective Campaign title should not only relay to Sages what you are offering, but what kind of buyer you are looking to connect with.

When creating your title, you should consider the following:

  • What product feature(s) do I want to highlight?

  • What aspect(s) of my product would I like tested?

  • Am I focusing on a specific industry or domain?

  • Is there a specific company size/location a Sage must have to be the right fit?

Qualifying Questions

Crafting the right qualifying questions will empower you to connect with the right buyers for your goals, as well as allows you to get a feel for the Sage prior to your meeting.

For a full walkthrough on how to craft excellent qualifying questions, check out this Help Center article.

Sage Background

Honing in on your ideal Sage background allows you and your team to make clear what your intended buyer persona is. Some elements you can specify relating to Sage background are as follows.

  • Sage title

  • Industry categories

  • Company HQ and size

  • Tools and cloud environments

Campaign Presenters

The teammates you set as your Campaign presenters should be the subject matter experts you would like Sages to schedule and connect with.

To learn more about presenters and scheduling, see this Help Center article.


If you have any questions about Campaign creation, please contact [email protected].

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