1. Create a space

ABM campaign

ABM Campaign is a flow that helps plan and launch account-based marketing (ABM) campaigns by enriching target accounts, generating campaign briefs, and creating personalized, on-brand content at scale.

When to use

  • Targeting high-value accounts

  • Scaling personalized outreach

  • Creating consistent, on-brand campaign content quickly

Agents in this flow

The ABM Campaign flow includes these agents:

  1. Account Data Enricher - reviews the prompt and uploaded files, then enriches each account with details such as industry, size, location, and recent insights.

  2. Brief Generator - uses enriched account data to create a campaign brief framework, including audience messaging, value propositions, and suggested channels.

  3. Bulk Content Generator - creates personalized content for the selected channels and formats based on the brief.

Run the ABM Campaign flow

To run the ABM Campaign flow:

  1. In the navigation menu, click Agentic and then, in the left sidebar, click Spaces.

  2. On the Spaces page, click Create Space.

  3. On the New space page, in the Space name field, enter a name for the space and describe objective of your space.

  4. In the Starting point section, click Existing template to use a predefined flow and, from the Existing template drop-down list, click ABM Campaign.

  5. Click Create space.

    In the Agents section, the agents included in the flow are added by default. You can add more agents, replace, or remove agents as needed.

  6. For each agent, in the right pane as required, provide the required inputs:

    • Parameters - select the parameters to define how the content should be generated:

      • Channels - for example, LinkedIn, Email.

      • Target Audiences - for example, IT Professionals.

      • Content Formats - for example, Social Media Post.

      Tip

      To change the parameters the agent considers, you can edit the agent’s configuration.

  7. Optionally, provide the following:

    • Items - use items as the inputs the agent will act on. The agent processes each item to generate outputs. Click Add items to include:

      • CMS - select content item from a SitecoreAI site or collection.

      • Artifacts - use artifacts previously generated in any space.

      • Briefs - select a brief created in the Strategy app.

      • Other - import a CSV file and select all or part of its data.

    • Context - use context as background information that guides how the agent generates results. Click Add context to include:

      • Artifacts - use any artifacts previously generated in the current space.

      • Brand kits - select your organization's brand kit.

    • Supporting files - click Browse to upload supported files related to your request.

  8. In the right pane, for the Account Enrichment agent, do the following:

    • If setup is required, click the Account Enrichment agent and provide the necessary input.

    • Click Browse to upload the CSV file containing account data (for example, a list of high-value accounts).

    • Click Run to start the agent.

    Processing might take some time. You can leave the page and return to the space at any time to track progress. When processing is complete, the results appear in the space.

  9. In the right pane, for the Strategic Brief agent, do the following:

    • If setup is required, click the Strategic Brief agent and provide the necessary input.

    • Enter a prompt to describe the brief you want to create (for example, Create a campaign brief for the top five accounts).

    • Optionally, add context or supporting files.

    • Click Run to start the agent. The agent analyzes your prompt and generates an initial draft for review.

    • Edit or accept the draft, then click Confirm to finalize the artifact generation.

  10. In the right pane, for the Content Generation agent, do the following:

    • If setup is required, click the Content Generation agent and provide the necessary input.

    • Enter a prompt to describe your content requirements (for example, Develop account-specific case studies and one-pagers).

    • Make sure the correct channels, target audiences, and content formats are selected.

    • Optionally, add context or supporting files.

    • Click Run to start the agent. The agent analyzes your prompt and generates the requested content.

      The number of artifacts corresponds to your selected accounts and preferred channels, audiences, and formats.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

To learn more about what’s included in a space, see Open a space.

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