Over time, the contacts your Sailebot should prospect will evolve. You can quickly adjust your targeting in Starboard, including Titles, Functions, and Seniority Levels, directly within each campaign.
Follow the steps below to review and update your Sailebot’s targeting.
1. Navigate to Campaigns
From Starboard’s left-hand menu, select Campaigns.
2. Open the Campaign You Want to Edit
Select the active campaign where you want to adjust targeting criteria.
This will open the campaign overview, including content, settings, and targeting.
3. Update Target Job Titles, Functions, or Levels
Within the campaign, go to Targeting. Here, you can modify:
Job Titles
Functions (broader categories like Operations, Finance, Sustainability, HR, etc.)
Seniority Levels (Manager, Director, VP, C-Suite, etc.)
These filters work together to guide your Sailebot toward the right decision-makers.
4. Click the edit icon to begin editing!
How does Sailebot source contacts with Network?
Network is the strategy your Sailebot uses to research and engage prospects. When you choose Job Titles, Job Levels, and Job Functions here, Network prioritizes contacts who match those criteria and then adds a small mix of adjacent personas and strategic contacts who are likely to influence or refer key decision-makers.
✏️ Learn More: For detailed guidance on choosing keywords, levels, and functions, and a breakdown of the Network contact mix, see our full Network™ guide.
Apply criteria to companies you manually uploaded
This toggle controls whether your manual company uploads are kept in sync with your targeting.
ON – Manually uploaded companies are filtered by your current targeting. If they no longer match your updated criteria, they’ll be removed from the campaign.
OFF – Manually uploaded companies are not affected by targeting changes and will stay in the campaign even if they no longer match.
Turn this ON if you want your whole campaign (including uploaded companies) to follow the same targeting rules.
5. Location Targeting
Location controls whether Sailebot looks at where the person is or where the company is.
Use location for contacts
Sailebot prioritizes the contact’s location when finding targets. Use this when you care where the person physically works (e.g., “US-based decision-makers at global brands”).Use location for companies
Sailebot prioritizes the company’s registered location. Use this when your territory is defined by where the company is based, and any contact at that company is acceptable.Use location for both
Sailebot requires that both the contact and the company fall within your selected locations. Use this when territories are strict and you only want contacts who sit in-region and work for companies based in-region.
6. Industries
Industries allow you to control which types of companies your Sailebot focuses on. When you select an industry, Sailebot will engage companies whose primary business classification matches your chosen categories.
💡 Pro Tip: If your locations are broad enough, start with 3–6 core industries. Narrower industry targeting typically increases relevance and improves AiQL quality.
7. Company Size
Company size is based on the number of employees associated with a company. Sailebot uses this to source companies that match your ideal customer profile.
8. Revenue Range
Revenue range helps Sailebot filter companies based on their annual revenue. This is useful for products priced by budget availability, company scale, or maturity.
💡 Pro Tip: Employee size and revenue filters can stack and become very strict. Try using either company size or revenue (not both) so your Sailebot has a broader pool to work from. Once you see what’s working, you can tighten criteria by adding the second filter if needed.
Other resources
See more advice and answers from the Sales Support team in our Knowledge Center↗
