Accessing Campaign Settings
To view and edit your campaign’s import sources, export sources, and sending preferences:
Make sure you’re in AI Studio and have clicked into your campaign.
Click on the Settings tab.
Here, you can:
• View and edit import sources
• View and edit export sources
• Update sending preferences if your campaign is configured to send emails through Autobound’s native Gmail or Outlook integrations.
Managing Data Sources
You can add new import sources or reconnect and remove existing ones as needed. If you want to update field mappings for import data, you can do that here as well. Similarly, you can add, reconnect, or remove export sources and adjust their field mappings.
For detailed guides on connecting each source, see below:
HubSpot
API
Google Sheets
• How to import from Google Sheets
• How to export to Google Sheets
Salesforce
• How to import from Salesforce
Gmail & Outlook
• How to export to Gmail/Outlook
Manual Entry
• How to add prospects manually
To manage how data enters and leaves your campaign, navigate to the "Settings" tab within your selected campaign. This tab consolidates controls for various campaign configurations, including imports, exports, and deduplication.