Home/Campaigns/Creating a Campaign

Creating a ZipTier Campaign

In ZipTier, everything starts with a campaign. Think of a campaign as the workspace where you bring together your content, branding, and engagement settings to launch an AI Assistant that's tailored to your specific marketing goals. Whether you're integrating the Assistant in your marketing website, running a webinar, promoting a product launch or organizing a customer workshop, each campaign holds all the assets and rules that your AI Assistant needs to deliver accurate answers, capture leads, and stay on brand.

The campaign creation process is designed as a three-step wizard, guiding you from setting up basic information, through customizing the assistant's appearance and behavior, and finally building the knowledge base. This structured approach ensures that every campaign you create is complete, consistent, and ready to deliver value from day one.

The Wizard at a Glance

Step 1: Campaign Overview

Choose Event or Web Content, set the campaign name, availability dates, and an optional branded URL.

→ Step 1 guide

Step 2: AI Assistant Customization

Brand the header, set contact info, kickoff questions, lead capture, and meeting booking.

→ Step 2 guide

Step 3: Campaign Knowledge Base

Upload documents and crawl web pages so the AI Assistant can answer from your content.

→ Step 3 guide

Post Campaign Creation

Get your Sandbox Testing and Production links, embed code, and QR codes.

→ Post Campaign Creation guide

Testing Your Campaign

Use the Sandbox to try the AI Assistant yourself before your campaign goes live.

→ Testing guide

Once your campaign is live, head to Managing Campaigns to view, edit, pause, or close it.

✅ Best Practices

  1. Choose the right campaign type — This determines the document suggestions and helps the AI understand context
  2. Keep greeting messages conversational — Introduce the AI Assistant and explain how users can benefit from it
  3. Pick diverse kickoff questions — Showcase the range of topics the AI can help with
  4. Only capture necessary lead data — Too many fields can reduce completion rates
  5. Upload comprehensive documents — The more relevant content you provide, the better the AI can answer questions
  6. Use the Resources dropdown strategically — Feature your most important assets while keeping training material hidden
  7. Test on both desktop and mobile — Use the Preview feature before launching

📝 Pre-Launch Checklist

  • Campaign type and details correctly set
  • Branded URL configured (if desired)
  • Header title and logo reflect your campaign
  • Colors match brand guidelines
  • Contact information entries are complete and accurate
  • Welcome message is clear and under 300 characters
  • Kickoff questions are relevant and engaging
  • User information fields configured appropriately (mandatory vs. optional)
  • All necessary documents uploaded
  • Resources dropdown shows priority assets
  • Start and end dates are correct
  • Mobile experience tested

🔧 Troubleshooting

  • Colors don't match: Use hex codes (#RRGGBB)
  • Fonts not displaying: Stick to supported fonts
  • Welcome message cut off: Keep under 300 characters
  • Links not working: Use full URLs with https://
  • Documents not processing: Check file size (max 25MB) and format

✨ Remember: Your AI Assistant is often the first interaction prospects have with your campaign. Taking the time to set it up well can significantly boost engagement and lead quality.