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How to set up a basic campaign?

Step 1: Log into your account and select start campaign

Step 2: Insert your campaign details

  • Sequence Name: The name of your campaign
  • Sender: The sender's name for the purpose of the email signature

Step 3: Add your settings - Tell us a little bit more about your business

  • Client Name: Your company name
  • Description: A brief description about what your business does
  • Pain Points: 2-4 pain points that your business or services aims to resolve
  • Keywords: 2-3 keywords associated with your business
  • Social Proof: Names of previous client or partners, any significant accreditation or case studies (one or two sentences)
  • Mandatory Text: Text or phrasing that has to be included in all email
  • Strategic Advantages: 2-4 strategic advantages of your business that sets you part from competitors

Step 4: Upload your CSV file

*You can download a sample csv for correct template

Finalise your campaign settings
  • Steps: The number of email steps you require ( tokens will be calculated based on number of prospects x number of steps )
  • Call to Action: Select call type of call to action to be included in your email content

Click Continue & Let the magic happen!