Learn how to build your first campaign In First Bite.

What are campaigns?

A campaign is a coordinated effort to reach a group of target companies using various sales or marketing tactics, such as emails, calls, or digital marketing. The most effective campaigns focus on high-value segments and employ strategies tailored specifically to connect with those segments.

Think of a Campaign in First Bite as your container for structured, measurable outreach. It’s where marketing and sales activity are grouped together so you can launch, monitor, and optimize operator engagement efforts all in one place.

How Campaigns Work

• Group Outreach Efforts – Instead of sending isolated emails or calls, Campaigns let you organize a coordinated set of outreach activities (email sequences, calls, touches, etc.) with personalized messaging tied to a specific goal.

• Filter by Target Segment – Plan campaigns so you can compare results across different operator segments (like cuisine, geography, or operator type).

• Track Performance – You can see how many contacts were requested or added for your Opportunities and what deals came from that outreach, so you can see how outreach translates into real revenue impact.

• Measure ROI – Take advantage of First Bite’s Campaign metrics to assess not just who engaged, but which outreach drove actual closed business.

How to Create a Campaign in First Bite

1. Identify which segment of your market you want to target. Common segments include specific menu items, Cuisine, Chain Count, and/or Location. Learn more about segmentation here.

2. Search and Filter the Targets table in First Bite.

3. Once the drill down meets your criteria, save the filter.

   Ideally, the filter name will match the campaign name you create (next step). This ensures you can return to view your criteria later if needed.

   

4. Push the opportunities to a new campaign and name that Campaign (matching your filter name).

   

5. Once you have created a campaign and added your targets, you can take the next step of requesting contacts.

Campaign Best Practices

Tip: Small, but not too small

The best-performing campaigns are relatively small.

The most successful campaigns typically involve super narrow segmentation, targeting between 200-500 locations. Here’s why small campaigns tend to outperform larger ones:

• Iterative Learning: Small campaigns can be completed quickly, allowing you to learn and refine your targeting, messaging, and value proposition more frequently.

• Scalable Personalization: Targeting similar operators within a small segment enables you to craft highly personalized messaging that resonates more deeply with your audience.

First Bite makes it easy to create and manage campaigns, reducing the effort required to keep track of them.

However, it’s important not to make your segments too small. Segments should be large enough to be impactful and to provide meaningful insights. Anything below 150 target companies may not drive sufficient sales or might make it difficult to discern valuable patterns amid the noise.

Tip: Create a Campaign Schedule

Create a list of your first 5 campaigns, and then knock them off one at a time adjusting your prioritization as you learn from the market. This will help you expand the universe of ideas you test.

Example Campaign Schedule

Tip: Align on Campaign Naming Conventions

Create naming conventions for your campaigns, As you create more campaigns, it’ll become increasingly important to make sure your campaigns are organized.

Tip: Example Campaign

Imagine you’re among the lucky few tasked with selling a delicious hazelnut chocolate product to restaurants.  🧁 🍰 🍮

You might have already decided to target foodservice operators that feature desserts on their menus, but with 250,000 potential locations, that's a vast market to tackle. Even if you narrow it down to operators who already offer Nutella, you're still looking at 30,000 locations!

To create a more manageable and effective campaign, focus on specific attributes that bring the campaign to a more manageable size and unlock scalable personalization.

Example: Nutella on menu + New York +  3-10 units + high traffic

Then, you can pitch a similar, personalized message to 200 or so similar operators, streamlining your efforts and increasing the likelihood of success. Once this campaign is complete, you can move on to the next one, continuing to refine your approach based on the results. Using First Bite, you can also exclude any locations already targeted, and concentrate only on white space.