A campaign is a series of sales related activities that are executed manually or automatically over a set period of time with a specific goal in mind.
The first step in your campaign is likely an email (but it doesn't have to be). Click the 'add a step' button in the campaign editor and select from the list of available options See a detailed explanation of each step in the article below the video tutorial below:
Adding a 'Wait Period' or Delay to Your Campaign
Clicking 'Add a Step' for each step AFTER the first step, will prompt you to add a 'Delay' (hours/days) before your next step will activate. We calculate the wait period based on when the previous email was sent. Here's an example:
- Email #1 - sent on a Monday
- Next step is 'Wait 3 days'
- Email #2 - will be sent on Thursday
Pro Tip - you can un-check the box if you do not want a delay between two steps. For example, on Day 3 of your campaign, you may want to send Email 2 AND Follow them on Twitter or Linkedin.
*As a safeguard for your account, we don't allow 2 auto-emails to send within a 12 hour time period. If you want to send 2 emails within a 12 hour period, we suggest you make your second email a manual email. The goal here is to appear like you aren't using automation and make it look as human as possible.
We provide the tools, but it's your campaign to customize as you see fit.
Automated Email (Recommended)
An 'Automated Email' is the most efficient option to send personalized emails at scale. Each contact in your campaign will receive the same email content, though you can personalize each email by using 'Variables' in the Subject Line, Body and/or Signature of your email. 'Variables' automatically insert contact specific data points like first name, company, job title, etc into a pre-written template. More details on 'Variables' in this article. You can now create a threaded email sequence with our 'Bump' option.
A manual email is a great option if you want to write a personal/unique introduction sentence(s) for each contact while still leveraging, for example, a templated value proposition statement, call to action, closing, etc. A 'Manual Email' can be added to a campaign but it will not automatically send. The 'next step(s') in your campaign that follow a 'Manual Email' will not deliver until you edit and send your 'Manual Email' from the ToDos section. There are certain times where a manual email makes more sense than an automated email. Some folks start a campaign with a hyper-customized manual email while others use a 'Manual Email' in the middle of the campaign to convey to the prospect that you've done your homework and have a specific reason for contacting them.
If you have a phone number for your prospect then do your pipeline a favor and pick up the phone. When you create a 'Phone Call' step in your campaign, you are required to create a new 'Template' (need a FAQ on Templates) or apply an existing 'Template'. Your template is a great place to document your call script, voicemail script, product notes, or sales qualification questions to ask if your prospect actually answers the phone. Pro Tip - If you plan on calling all of your prospects, set the next step following your 'Phone Call' step to be an automated email referencing your phone call from the previous day.
If you are interested in utilizing SMS as past of your sales campaign, please contact your account manager.
Notify Me (In App)
This is a notification sent to you inside of Replyify. It's like sending yourself a message in the future. Pro Tip - You may want to notify yourself that a prospect has completed all steps in your campaign and it's time to move them to a passive nurture campaign or try reaching out to someone else at the company.
Notify Me (Email)
This is a notification sent to your email from Replyify. It's like sending yourself a message in the future. Pro Tip - You may want to notify yourself that a prospect has completed all steps in your campaign and it's time to move them to a passive nurture campaign or try reaching out to someone else at the company.
Following a prospect on Twitter is the best way to get them to follow you. Twitter is a conversation platform and may be preferred by your prospect over email. Try it.
Engaging on Twitter could be liking a prospect's tweet, Retweeting them or starting a conversation. Twitter is a great way to warm up a prospect before you email them or after you've sent a few emails and still don't have a reply.
Twitter Direct Message
You can send a direct message to someone on Twitter if they follow you back. This may not be the place for a hard sale. Try sharing a valuable piece of content, like and ebook, as your call to action.
Twitter limits the number of folks you can follow based on your follower to following ratio. Pro tip, if you followed a prospect and they haven't followed back or replied to any of your emails, consider unfollowing them.
Linkedin Connection Request
When you create a 'Connection Request' we require you to add a 'template' before you save the step. This is where you can add a personalized message to your connection requests. Personalizing your message to the contact is a great way to set yourself apart from someone who uses the default ("I'd like to connect with you...').
When this step is activated in a campaign, a ToDo item will be created to complete the step. Connecting with a prospect on Linkedin can help bridge the gap to building a real relationship. Make sure your profile is up to date and don't over-use this. Too many unaccepted connection requests could get your Linkedin account limited.
If you have a premium Linkedin account, you have a limited number of messages you can send through Linkedin to contacts you aren't connected with. If you are connected to your prospect, consider a Linkedin Message to support your outreach via other channels.
When you create a 'Linkedin InMessage' step we require you to add a 'template' before you save the step. This is where you can add a template for your message. This text can be copied and edited before you actually send the InMessage.
When this step is activated in a campaign, a ToDo item will be created to complete the step. Just copy the text in the ToDo item, click the link to visit the prospect's profile, paste, edit and send your message right from LinkedIn.
Linkedin Profile Visit
Visiting a person's Linkedin profile page will get you displayed in their 'Who's Viewed Your Profile' section. Visiting a profile is a great way to 'warm up' a prospect. Pro Tip - if you elect to add a 'Profile Visit' as a step in your campaign, schedule an auto-email following this step to reference your attempt to learn more about them or their company to see if there is a fit with your product or service.
Want to add a complex interaction with a different application or website? Now you can by using the new Webhook! This step will POST data to a URL you provide each time a contact gets to this step in the sequence. Combine this step with Zapier and the possibilities are ENDLESS.
Select this option for a task that's not listed like, for example, sending a handwritten note or a customized sample of the product/service you offer.