Admin Portal — Campaign Settings

Account Status

Control client access and subscription

Client Status

Controls whether this client can log in

Cold Outreach Pipeline

Controls whether agents run for this client

Warm Network Pipeline

Controls whether the warm network workflow runs for this client

Campaign Setup

Core campaign structure and client identity

Campaign Name

Client First Name

Client Last Name

Campaign Mode

Partners for Self

Client seeking partners for their own business

Partners for Others

Acting as connector on behalf of a third party

Campaign Type

Company + Industry Research

Full research on each prospect

Title Focused — No Research

Skip company research

Client Profile

Client Industry

Client Website Used for company partnership reports

Client LinkedIn Used for company partnership reports

Client Revenue Range Annual revenue of the client's business

Partner Strategy & Outreach

Who we are looking for and how we reach them

Ideal Customer

Ideal Customer Profile Who the client serves — the anchor for finding the right partners

ICP Revenue Range Revenue of the customers this client serves

ICP Employee Size Company size of the customers they serve

Ideal Partner

Ideal Partner Profile

Partner Fit Criteria

Growth Direction What this partnership is designed to achieve for the client

Must-Have Partner Criteria Hard requirements — a prospect that fails these is automatically disqualified

Nice-to-Have Partner Criteria Scoring bonuses — not dealbreakers but push a prospect toward Elite tier

Outreach

Goal What a successful first conversation looks like

Why Partner With Us The value a partner gets from working with this client

Call to Action

Email Tone Describe the tone for AI to use

Partnership Arrangement Types of partnership arrangements the client is open to

Search Criteria & Targeting

Lead import configuration — controls what Agent 1 searches for on each run

Job Titles Comma separated

Geography Country, state, or city — comma separated

Partner Employee Size Company size of the partner firms we are targeting

Industry & Keywords Targets company type, industry, and focus area

Separate multiple terms with a comma — results will match ANY of the terms

Batch Size Leads per run (1-10)

Import Offset Current page position

Min Google Rating 0 = no filter

Min Google Reviews 0 = no filter

Intent Signal Monitoring

Platform-wide signals running across all active campaigns via Trigify

Thought Leaders Monitored

Jay McBain — Omdia ↗ Elena Verna ↗ Nelson Wang ↗ Robert J. Moore ↗ Taylor Amelia ↗ Vince Menzione ↗

Keywords Monitored

co-marketing strategic partnerships channel partner partner program referral partner partner ecosystem

✓ Trigify is actively monitoring engagers on these signals and routing qualified prospects into all active campaigns automatically.

Client Notes

Internal notes — call logs, next steps, relationship history

Notes are private — clients never see these

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