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!
A description is optional and can be use to describe the campaign type, objective, or contact attributes.
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'.
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.
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.
Email Cutoff Time:
Replyify will send emails to your prospects at randomized times beginning with your campaign (or campaign step) start time. You can set the 'email cutoff time' to tell Replyify when to stop sending emails. For example, if your email step starts at 4:00pm and is eligible to send to 1,000 contacts today then it's possible we may still be sending emails a few hours later. You may want to tell Replyify to stop sending emails after 10:00pm, for example which can be accomplished with this setting.
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.
BCC Hook Restarts Contact:
The default setting is 'Off' (or unchecked). This is a setting for a particular use case where you add a contact to a campaign entering the campaign's BCC email address into the BCC field of an email you send from your mail client. Enabling this feature allows for a contact who may already be in that campaign to 'restart' the campaign from the top. The most common use case for using this feature is if you have a generic follow-up campaign where you want a few follow-ups going out if the recipient of the email (that you first sent via your mail client) goes unanswered.
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.
By default, we automatically pause a contact on a detected reply. You can turn off Reply tracking on a campaign by campaign basis. This was a feature requested by folks who wanted to send a drip, nurture, or event based (ie - conference or webinar) email sequence to folks who may also be receiving a dedicated sequence of cold emails. Turn this setting off for the campaign where you want to continue sending even after they reply.
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 a BCC email at the account level in your preferences to BCC every email sent from Replyify. You can also set a BCC on the campaign level in addition to or in lieu of setting the BCC in you Account Preferences.