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Campaign templates are fully planned, ready-to-activate outbound campaigns that ship with the AI CMO. Each template targets a specific industry and buyer persona with a complete AI strategy — ICP definition, outbound messaging, value propositions, tone guidelines, follow-up cadence, and subject line formulas. Activate a template and the AI CMO autopilot begins outreach immediately with no additional planning required.

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When to use campaign templates

Use templates when you want to start outbound outreach for a well-defined audience quickly. Templates eliminate the planning step — instead of describing your ICP and strategy from scratch, you pick the template that matches your target audience and activate it. Templates are a good fit when:
  • You are targeting one of the supported industry verticals.
  • You want to test AI-driven outbound without investing time in strategy configuration.
  • You need a starting point that you can customize later.
If none of the built-in templates match your audience, you can create a campaign from scratch instead.

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Available templates

Ten templates are seeded automatically. All start in draft status.
TemplateTarget audience
Enterprise Compliance Officers — Financial ServicesCCOs and VP Compliance at banks, insurance companies, and asset managers
Legal Operations VPs — Enterprise Legal TeamsVP Legal Ops, General Counsel, and Legal Tech leads at Fortune 500 legal departments and Am Law 200 firms
CISO & Security Leaders — HealthcareCISOs, VP InfoSec, and Health IT directors at hospitals and life sciences companies
HR Leaders — Credential & Employment VerificationCPOs, VP HR, and HR Technology leads at enterprises with high-volume hiring
CFO & Finance Leaders — FinTech & PaymentsCFOs and Financial Operations leaders at FinTech companies and payment processors
Engineering Leaders — SaaS Document WorkflowsCTOs and VP Engineering at B2B SaaS companies building document-heavy workflows
Procurement Directors — Supply Chain Document IntegrityCPOs and Supply Chain Directors at manufacturers and distributors
Risk & Underwriting Leaders — InsuranceCROs, VP Underwriting, and Head of Claims at insurance carriers
Government IT Leaders — Public Sector Document SecurityCIOs and CISOs at federal agencies, state governments, and municipalities
Real Estate & Property Leaders — Document Fraud PreventionVP Real Estate, Property Managers, and Title Company executives

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What each template includes

Every template contains a complete AI strategy with these fields:
FieldDescription
ICP descriptionDetailed buyer persona including role, company profile, and pain points
Outbound strategyMessaging approach, lead-in angle, and positioning guidance
Key value propositionsThree specific value props tailored to the audience
Tone guidelinesWriting style and language guidance for the target persona
Follow-up cadenceTiming sequence for initial outreach and follow-up emails
Subject line formulasProven subject line patterns with personalization tokens
Templates also include pre-configured safety limits:
SettingTypical value
Daily cap30–50 emails per day
Per-minute cap3–5 emails per minute
Max follow-ups3
Bounce threshold5% (auto-pause)
Complaint threshold0.1% (auto-pause)

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Activating a template

1

Browse available campaigns

List all campaigns, including templates, from the growth dashboard or via the API:
curl -X GET https://api.truthlocks.com/v1/platform/growth/campaigns \
  -H "X-API-Key: tl_live_your_api_key"
Templates are identifiable by their draft status and system creator.
2

Review the template

Get the full details of a template, including its AI strategy:
curl -X GET https://api.truthlocks.com/v1/platform/growth/campaigns/{id} \
  -H "X-API-Key: tl_live_your_api_key"
Review the ai_strategy field to confirm the ICP, messaging, and cadence match your goals.
3

Customize if needed

You can update any campaign field while the template is in draft status:
curl -X PATCH https://api.truthlocks.com/v1/platform/growth/campaigns/{id} \
  -H "X-API-Key: tl_live_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "daily_cap": 30,
    "ai_strategy": {
      "icp_description": "Your customized ICP description",
      "outbound_strategy": "Your adjusted messaging approach",
      "key_value_props": ["Prop 1", "Prop 2", "Prop 3"],
      "tone_guidelines": "Your tone preferences",
      "followup_cadence": "Day 1: Intro. Day 5: Follow-up. Day 12: Final.",
      "subject_line_formulas": ["Your subject line pattern"]
    }
  }'
You can only update campaigns that are in draft or paused status.
4

Activate the campaign

Activate the template to start the AI CMO autopilot:
curl -X POST https://api.truthlocks.com/v1/platform/growth/campaigns/{id}/activate \
  -H "X-API-Key: tl_live_your_api_key"
Once activated, the orchestrator begins processing leads and generating outbound emails according to the campaign’s strategy and safety limits.

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Campaign lifecycle

After activation, you can manage the campaign through these state transitions:
TransitionHowEffect
draft → activeActivateOrchestrator begins processing and sending
active → pausedPauseSending stops, campaign can be resumed
paused → activeResumeSending resumes from where it left off
active → pausedKill switchEmergency stop — sets kill switch and pauses
active → completedAutomaticAll leads exhausted, campaign ends
Campaigns also auto-pause when the bounce rate exceeds the bounce threshold or the complaint rate exceeds the complaint threshold. This protects your sender reputation.

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Creating a campaign from scratch

If no template fits your audience, create a new campaign with your own AI strategy: 
curl -X POST https://api.truthlocks.com/v1/platform/growth/campaigns \
  -H "X-API-Key: tl_live_your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Custom Campaign",
    "description": "Target audience and purpose",
    "ai_strategy": {
      "icp_description": "Describe your ideal customer profile",
      "outbound_strategy": "Your outbound approach",
      "key_value_props": ["Value prop 1", "Value prop 2", "Value prop 3"],
      "tone_guidelines": "Tone and style guidance",
      "followup_cadence": "Day 1: Intro. Day 4: Follow-up. Day 10: Final.",
      "subject_line_formulas": ["Subject line pattern 1", "Subject line pattern 2"]
    },
    "daily_cap": 50,
    "per_minute_cap": 5,
    "max_followups": 3
  }'
New campaigns are created in draft status. Activate them when you are ready to start outreach.

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Settings

The AI CMO settings page shows your current configuration, including platform-wide defaults and monitoring links. New fields added to the settings response:
FieldDescription
cloudwatch_metrics_urlDirect link to the CloudWatch dashboard for campaign delivery metrics
bedrock_model_idThe primary AI model used for campaign planning and reasoning
bedrock_model_fastThe fast model used for lead scoring and classification
bedrock_model_writeThe model used for email generation
Retrieve your current settings: 
curl -X GET https://api.truthlocks.com/v1/platform/growth/settings \
  -H "X-API-Key: tl_live_your_api_key"

AI CMO

Overview of the AI CMO autopilot — lead discovery, scoring, email generation, and CRM sync.

Webhooks

Receive real-time notifications when campaign events occur.