3 Things to Check out before Campaign Launch

Laurel Slutsky

There are a few key steps to take before you launch first campaign. Let’s discuss them below!  

 

1. Setup your Teams: This is where you need to define your CE team and your Sales Team. Sales Team are the users who will be looped into the qualified conversations with a lead/contact. CE Team (Under Manage Team) are going to be the day-to-day CE users who launch campaigns, check results, manage Human Review emails, etc.  
2. Suppression Lists: These are people who should NOT be receiving your emails. We have out of the box suppression lists like “Do Not Contact” and “Bounced.” You can also leverage other suppression lists in platform like “Leads interacted within last 1 month” to avoid over-indexing on specific people. Many customers also create their own suppression lists with current customers or competitors to avoid reaching out to those individuals for campaigns. 
3. Workflows: Workflows are simple automations that can be leveraged to take action on specific contacts. We have a few workflows you can use such as if 1 person from a company responds, stop all emails to other individuals in that campaign at the same company. You can also create a human review task when a keyword is matched. For example, maybe you want to be alerted each time a new competitor of yours is mentioned in an email.  Last, re-engagement workflows are another great automation to use for those that were not interested previously. You can enroll contacts into a new campaign that were not interested in your product/service in the last 3 months and see if you can re-engage them.  

Be sure to review these three items before you launch and reach out to your CSM with any questions!