How to Create a Campaign

How to Create a Campaign

Hey Sales.Rockies 👋

This guide will assist you in creating your campaigns and hopefully 
achieving your outreach goal 🎯

To start using it, please navigate to the main Menu on the left side and click on "Drip Campaigns" ➡️ "Create Campaign".

1. Select type of campaign

First things first  ➡️  choose whether you'd like to:
  1. Start a completely new campaign with blank canvas for you to build a campaign according to your preferences, or
  2. Copy an already existing campaign (but be able to do some changes on it if you need to) / select a pre-built campaign from our campaigns library

If you select New Campaign :

  1. Type in the Name of your new campaign
  2. Select the Email Account from which you'll send out the emails in your campaign ➡️ check here how to set up your email account if you haven't already
  3. Enable/Disable the option for Open and Click rate tracking
  4. Enable/Disable the option whether you'd like the campaign to stop once a prospect replies to you on certain email/message 
  5. Select who's allowed to see your campaign - Private (visible only to you) or to all company users (everyone using that Sales.Rocks account)
  6. How many people will this campaign contact per day. We recommend that you send to less than 50 contacts per day per campaign, since you wouldn't want to be marked as a spammer by your email provider. 
If you select Copy :

Choose which campaign you'd like to make a copy of: from your previous campaigns (My Campaigns), shared with you from some of your colleagues (users of your Sales.Rocks account) or from suggested Sales.Rocks templates. 

2. Selection of Contacts

Once you select the type of campaign, next step is to choose your audience  ➡️ the prospects you'll send this campaign to.

You can either:
  1. Choose a list of contacts that you've saved in a previous search in Company/Contact Search, or
  2. Upload your own list of contacts
If you choose a list from Sales.Rocks, please make sure that you unlock the contact profiles in "My Lists" first, otherwise if the data is locked, it won't be available to be used within a campaign.  If you forgot to unlock some of them, in step #3 we'll let you know which ones are still locked and ask if you'd like to unlock them before continuing.

If you choose to upload your own file, it can be done by either:
  1. Uploading
    CSV file   (Comma Separated Value or 
    Comma Delimited
    ), or

  2. Uploading a Google Sheet URL , in which case, please make sure that the URL is publicly available (shareable).
In both cases, you'll be asked to map the columns from your file with the columns from Sales.Rocks, like in the example above.

Here's an example of how a Google Sheet document should look like (1 data point per each column, same for CSV comma delimited):

3. Preview of Contacts

Once you've selected your contacts, you will get a preview and status of the contacts in a list:

The platform will let you know how many of them have an email included and only those with an email will be used in the campaign.
Note:  As mentioned above, if you selected a list from Sales.Rocks and some of the contact profiles are still locked within that list, we'll let you know which ones are still locked and ask if you'd like to unlock them before continuing. Otherwise, locked contacts won't be used in your campaign.  

4. Campaign Schedule

After you choose your contacts  ➡️ set up the schedule of your campaign, by choosing:
  1. A new schedule, or
  2. Previously created schedule for some other campaign

When creating a schedule, you'll be asked to:
  1. Enter a name for your schedule
  2. Select the Timezone in which you'd like the campaign to be sent
  3. Starting date and time ➡️ please make sure this option is always set in the future of the moment you'll click on "Start Campaign". Take into consideration how much time you would need to finish setting up and building this campaign, so give yourself at least a day to finish these settings, before the campaign starts
  4. If you'd like the campaign to be sent only during work days and hours, only during weekends or only on certain week days at a certain time period, then make sure to Enable the Timeblocks option 
Note: There is a time delay between sent emails, set by default from 60 to 100 seconds. This means that the first action (email, LinkedIn) from your campaign for the first contact in your list, will happen at the starting time you chose, but the same action for the second contact in your list will happen 60-100 seconds after the action for the first contact, etc. Check more here 👀

5. Final Overview of basic settings

At the end of this journey, check the general overview of everything you set up in the previous 4 steps. 
Note:  You can still change these settings after you click "Submit" while building your campaign, but after you start the campaign, changes are not available anymore.

6. Building the campaign - Emails, Custom Tags, Conditions, Delays and LinkedIn

Next step is to build your campaign by using:
  1. Emails
  2. Conditions
  3. Delays
  4. LinkedIn

Drag and drop in the Campaign Builder any of these options, according to your preferences. Don't forget to connect them between each other (white nodes on screenshot above) and give the campaign an order in which it will flow.

To set up an  Email , click on "Edit Email" and: write your own content, choose from our library of templates, include your own or from our library personalized images/videos. You can also add custom tags, by clicking on " Insert Tags " button and use multiple options, such as {{ first_name }} of the prospect, or their {{ company_name }}, etc:

If you use tags, you can also use the " Fallback " option which compensates in case when the initial tag you've set-up is not available.

For the  Conditions  and  Delays , click on "Edit Condition/Delay" and set up the criteria to how many hours/days you'd like to pass before the next action.
The  Delays  have only the option to "delay" or "postpone" the next action, regardless of the outcome from the previous action.
The  Conditions  have the option to follow the outcome from the previous action and according to this outcome, to decide what will be the next action and in how much time. For example:

If you've sent an email to your contacts, the  Conditions  can check whether this email has been: Opened, Clicked on a link within the email or Not Opened at all, and according to that, choose the next action from the criteria you've set up  ➡️ send another email, send a LinkedIn connection request, etc. 

If you'd like to choose a  LinkedIn  action, the choices are endless:
  1. Send a LinkedIn connection request
  2. Leave a comment on their recent post
  3. Like their most recent post
  4. Endorse skillset
  5. Extract a screenshot from their Profile Page
  6. Send them a Direct LinkedIn Message
Note: The contact has to have a LinkedIn Profile URL included in the prospect list for your campaign in order to fulfill a LinkedIn action.
If you choose to upload your own CSV/Google Sheet URL file, please make sure to have their LinkedIn Profile URLs included. If you choose a list from Sales.Rocks, make sure while you do the data search in Contact Search, to use the filter "LinkedIn Profile Available".

Once your campaign is built according to your goals, click the " Start " button. Good luck!  💪

7. Contacts Board - add contacts to started campaign

When you're in the Campaign Builder, you can check the list of contacts you've used for the campaign, by clicking on  " Switch to selected contacts ".  Also, you can add new contacts to an already started campaign at any time by:
  1. Navigating to " My Campaigns "
  2. Click on " Edit Campaign " and once in the Campaign Builder
  3. Click the " Switch to selected contacts " button on the top right, which offers:

  1. Add a single contact option
  2. Add a Bulk of contacts (multiple) option
If you add new contacts, the campaign will start for them from the beginning, within the hours you've set up as a time criteria. 

Check here  👀 more info on Drip Campaigns credit usage and limitations! 

These are the basics on how create your campaigns 😎
We hope this guide is useful and makes using this module much easier 🧡

If there is anything left unclear, always feel free to reach out to  📧

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