Before you start adding steps to your outbound campaign, take a moment to review and customize your campaign settings. When you create a campaign for the first time you will be prompted to confirm a few settings listed below. After you get the settings in place check out this article which has a great video tutorial!
Campaign Creation Settings
You can customize the name your campaign here. Think about 6 months from now when you have a steady stream of prospects engaging with your emails stemming from multiple campaigns. We suggest being specific with your campaign name using phrases to make it easy to spot in a list with other campaigns by referencing (for example: unique attributes of the prospects you are contacting). Something like: VP Sales - Tech - Startup - US. *You can edit this name later, so don't get too hung up here. Set a name, add steps and contacts, then set your campaign live already!
Your description can describe in more detail what the purpose of this campaign is and who you are targeting.
Days to Run Campaign:
Select which days of the week your campaign will deliver emails to your prospects. If the box is unchecked, that day will be skipped.
There may be times where your campaign step is supposed to deliver over the weekend. If your 'Days to Run' are set to M-F, we'll deliver your next email on Monday and the timeline will pick up from there. Here's a FAQ we wrote on the topic.
Daily Start Time:
The 'Daily Start Time', in relation to the Timezone you select in the next option, is the time of day your eligible campaign emails will START to send. Don't get too caught up with the start time. We round to the nearest hour anyways and send out emails at a random time interval (managed in Account Settings) to prevent your email from being marked as a spam sender.
Detailed Campaign Settings
You can edit your detailed campaign settings at any time before, during or after your campaign is LIVE.
If your campaign is LIVE, you will see a blinking, orange tag next to the campaign name the says 'LIVE'. You can click on this to Pause the campaign or click 'Edit Settings' to set the campaign to 'Paused'.
When you create the campaign for the first time, you are required to give it a name. You can edit this name here.
A description is optional and can be use to describe the campaign type, objective, or contact attributes.
You can set a system-wide time zone here and can override that timezone at the campaign level. One reason you might want to do this is if you are based in EST but have a campaign sending to folks in Germany, and want to start sending when it's 9:00am in Munich. Rather than subtracting hours from GMT, just edit the time zone and set the 'Start Time' to the local time to send.
You can set a system-wide start time here and can override that 'Start Time' at the campaign level. This is the time of day, relative to the selected Timezone, that the campaign will begin sending emails. Replyify will send emails at randomized time intervals until your campaign or account maximum email threshold is reached. This setting is the minimum time between each send. The default is 25 seconds.
You can set a system-wide Execution days here and can override that 'Execution Days' at the campaign level. Select which days of the week on which you want emails to be sent. 'Unchecked' days will be skipped when Replyify attempts to deliver your scheduled campaigns.
Max Daily Contacts Activated:
When a contact is imported or uploaded to Replyify and assigned to a campaign, they remain in 'Queued' status until they are 'Activated'. An Active contact, is a contact who has received the first email in your campaign. You can set the maximum number of contacts to activate per day with this setting. Pro Tip - if you have 5 LIVE Campaigns and want to spread delivery across them, you can set each campaign to 'Maximum Daily Contacts Activated' = 50 and each campaign will send an email to 50 new contacts each (as long as there are at least 50 contacts queued in each campaign). Need more prospects, check out our partner site SellHack.com. Pro Tip 2 - Set to zero to activate as many as possible within your daily sending limits.
Prevent Contacts in Other Campaigns:
The default setting is 'Yes'. This is a safety feature that prevents contacts being accidentally added to simultaneous campaigns. You can override this on any/all of your campaigns. For example, you may want to prevent a contact from being added to multiple outbound campaigns, but if you have an upcoming webinar and want to add the prospect, you may want to allow the prospect to be added to this new webinar promotion. They will receive the scheduled emails for both campaigns.
Requires Email to Activate Contact:
The default setting is 'Yes'. Most likely your first step in a campaign will be an email. Our plans are priced based on the number of 'Active Contacts' you are allowed per month. So, why waste an Active Contact Credit on a contact who won't receive any emails. But, some of you may want to create a campaign that is, for example, phone call and social outreach only (no email). In the spirit of flexibility for all, we've provided a configurable setting. Best practice is to just leave this one alone.
By default, Replyify will track when a user clicks a link in your email. The link first passes to Replyify, so we can track/count, a click and we redirect to your link within milliseconds. The jury is out on whether click tracking can affect your deliverability. If you want to error on the side of caution with less visibility of how your prospects engage with your emails, you can edit this setting to turn click tracking 'Off'.
Replyify tracks opens with a transparent 1x1 pixel image that fires and signals a prospect opened an email. If you want to turn off open tracking, you can edit this setting. Pro Tip - some of your contacts will have images blocked by default, for privacy reasons, which limits our ability to track an open. Therefore, you may encounter a time when a prospect replies to an email, but hasn't officially opened or clicked the email. If this happens, be thankful you got the reply and go work the deal. Open tracking is not broken or bug ridden, but we can't control the end user's browser or email client settings. Questions on any of these settings? Email us.
If you connected your Gmail/Google Apps account, then Google is your default SMTP server. This is the server that 'sends' your emails. If you have a custom SMTP server, you can set it up here and override the default SMTP.
Outgoing BCC Email:
You can add an email address to BCC for all outgoing emails for the whole campaign. If you have an account level BCC email already setup this does NOT override it but adds an additional BCC email address.