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Before you begin

  • A RevBridge AI account (sign up at app.revbridge.ai)
  • Access to your e-commerce platform (Shopify) or your application’s codebase for event tracking
  • DNS access for configuring a sending domain

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Launch your first AI campaign

1

Create your account

Sign up at app.revbridge.ai and create your organization. RevBridge uses Clerk for authentication — you can sign up with email or SSO.Once signed in, you’ll be prompted to create an organization name. This provisions your workspace and redirects you to the Dashboard.
2

Connect your data

Navigate to Data → Integrations and connect your data source.Shopify: Click Connect Shopify, authorize the connection, and RevBridge will sync your customers, orders, and products automatically. Initial sync runs immediately; incremental syncs happen every 6 hours.Events API: If you’re not on Shopify, use the Events API to send customer and behavioral data directly from your application.
Verify your customer data is flowing by checking People — you should see customer profiles appearing.
3

Run Brand DNA analysis

Navigate to Assets → Branding and enter your website URL. RevBridge AI will analyze your site and extract:
  • Color palette and typography
  • Logo and visual style
  • Brand voice and tone guidelines
This creates your Brand Dossier, which the AI uses to generate on-brand templates.
Brand DNA is a prerequisite for template generation and campaign creation. Complete this step before proceeding.
4

Configure a channel

Navigate to Settings → Channels and configure at least one communication channel.Email is the recommended starting channel. Click Configure next to Email and follow the setup wizard.Other available channels: SMS and WhatsApp. You can add more channels later.
Start with Email — it has the highest reach and is the easiest to set up.
5

Set up your sending domain

Navigate to Settings → Domains and add your sending domain. You’ll need to:
  1. Add your domain (e.g., mail.yourcompany.com)
  2. Publish the DNS records RevBridge provides (CNAME, DKIM)
  3. Wait for verification (usually under 24 hours)
A test domain is available immediately for sending to internal addresses while your domain verifies.
6

Generate templates

Navigate to Assets → Templates and click Generate Templates.The AI uses your Brand Dossier to create message variations across your configured channels. Each template follows the Creative Concept Framework — 6 different messaging approaches (financial, social, personal) that the AI will test and optimize.You can also create templates manually using the built-in Stripo email editor.
You should see generated templates in your library, ready to use in campaigns.
7

Launch your first campaign

Navigate to Engagement → Campaigns and click Create Campaign.The campaign wizard guides you through:
  1. Campaign Type — Choose Performance Campaign
  2. Objective — Name your campaign, write a briefing, and select a conversion goal
  3. Audience — Pick a customer segment to target
  4. Channels — Select channels and content strategy
  5. Budget — Set spending limits and execution schedule
  6. Review — Review everything and launch
Start with a broad audience (1,000+ customers). The MAB algorithm personalizes within the audience, so you don’t need micro-segments.

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Prerequisites at a glance

RevBridge AI enforces prerequisites to ensure your campaigns are set up for success:
To do this…You need…
Generate templatesBrand DNA completed
Create a campaignBrand DNA + at least one channel configured
Launch a campaignBrand DNA + channel + templates
If a prerequisite is missing, you’ll see an inline alert with a link to complete the required step.

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What’s next?

  • AI Campaigns — Learn how the MAB algorithm optimizes your campaigns
  • Audiences — Create targeted customer segments
  • Analytics — Track campaign performance and revenue attribution
  • Brand Dossier — Fine-tune your brand identity