A campaign is your reach of leads generated.
A campaign can be of 3 types – for email, LinkedIn and mixed – according to the type of way you contact leads. Setting up a campaign consists of a few simple steps to start engaging key decision makers as quickly as possible.
Build a targeted list #
To start reaching leads, you need to start to Create a campaign and then specify its type – email or LinkedIn.
By completing generations, you build a kind of your own database, which can be entirely used when creating campaigns.
Great news! If you didn’t identify the emails of the decision makers you need for this campaign in Step 1. Leads, you can do it directly when creating a campaign in the table in the Email column.
So, the first step you need to take is to select the generations, the contacts of leads from which will be taken further according to the desired criteria. You can select 1, several or all generations.
Next, you can narrow the selection from the chosen generations by the filters Country, Industry and Team Size, which are already standard for you.
Job Title and Email filters will again help you to make your campaign selection more targeted by picking a specific position and email availability.
Pay attention to 3 more filters controlled by checkboxes. These filters allow you to sift out companies and employees to whom you have previously sent any messages and the ones that duplicate.
You can also select the contacts of the right decision makers manually using the checkboxes on the right in the spreadsheet.
To go to generating a message and sending it, click Create.
Email Outreach Automation #
Configure SMTP and IMAP Servers #
Unfortunately, we are unable to provide you with unified instructions on how to set up Servers, as each service provider has a different way of doing this.
For illustrative purposes, please use our example of connecting Gmail SMTP and IMAP Servers.
Please note that this is a setup that you only need to do once for the first mailing. For all future mailings, the existing connection details will be used.
Set limits #
A limit is the number of messages that can be sent in 24 hours. This setting is necessary because different Servers have different limits depending on your terms of use. In this way, we protect you as users from disrupting the smoothness and continuity of the service.
Specify in the Enter the daily SMTP Server limit field the limit of your Server that you have connected to Rainex.GetLeads.
Please enter a realistic amount, as you will not be able to send more and it may cause a temporary failure.
If you specify the limits incorrectly, after 2-3 days the system will be able to determine the correct ones and adjust this field on its own.
Generate a personalized message #
For the created group of contacts, you can generate a personalized message using AI.
Start the generation by selecting the language of the message. Craft messages in any language to make them relevant to a specific group of prospects.
Write your message content preferences. Put in the box what you want to communicate to the customer: pain points worth mentioning for this audience segment, your solution, special features, call to action, etc.
And finally, the signature. Introduce yourself to the decision maker so it’s easier for them to continue the conversation leading up to the sale.
If you are not satisfied with the content, you can either regenerate the message by providing the AI with more specific preferences or fix it manually. However, don’t forget to keep an eye on the generation limit.
Do you already have a message that works? Write it manually or paste it adding variables that are automatically replaced with the right data when you send it out. Also, you can improve a ready-made email with AI.
Use messages from previous successful campaigns through the Campaigns message history feature. Click on the clock icon to view the latest messages from launched campaigns and Apply the most appropriate one. Of course it can be edited or regenerated to improve it.
Attaching files to the message #
You have the option to supplement the message with files that will allow the potential customer to initially familiarize themselves with your company, product or service, explore your offer in more detail, etc.
However, not all file formats can be sent via email and/or LinkedIn, so there are limitations. Below is a complete list of formats that cannot be attached. Please change the file format in these cases or use alternative methods to add information to your message, such as an archive or a link inserted directly into the text.
“ADE”, “ADP”, “APK”, “APPX”, “APPXBUNDLE”, “BAT”, “CAB”, “CHM”, “CMD”, “COM”, “CPL”, “DIAGCAB”, “DIAGCFG”,
“DIAGPKG”, “DLL”, “DMG”, “EX”, “EX_”, “EXE”, “HTA”, “IMG”, “INS”, “ISO”, “ISP”, “JAR”, “JNLP”, “JS”, “JSE”,
“LIB”, “LNK”, “MDE”, “MJS”, “MSC”, “MSI”, “MSIX”, “MSIXBUNDLE”, “MSP”, “MST”, “NSH”, “PIF”, “PS1”, “SCR”, “SCT”,
“SHB”, “SYS”, “VB”, “VBE”, “VBS”, “VHD”, “VXD”, “WSC”, “WSF”, “WSH”, “XLL”
Save the message and use it to interact with decision makers.
Launch the campaign! #
Depending on the mailing volume and SMTP Server limitations, messages will be sent either instantly or you will see a timer until the next batch is sent.
After the launch
Track campaign performance with real-time metrics.
Communicate with responding leads directly in GetLeads threads. They are synchronized with your email and as you continue your correspondence in the system, you will be able to see all messages in a convenient chat format, without missing points for handling objections and deals.
LinkedIn Messaging #
Generate a message #
Just as you would for an email campaign, generate a message for LinkedIn outreach.
Define the language of the message, write your preferences for the content and finalize it with your signature to keep the message format polite.
Set a character limit for your message. This feature will allow you to both write extended messages to your contacts with detailed descriptions of features, and send short requests with clear and concise key information.
If the resulting email doesn’t satisfy you on the first try, edit the prompt or the email itself manually as you see fit.
Use messages from previous LinkedIn campaigns that have resonated. Click on the clock icon to view the latest messages from running campaigns and Apply the most relevant one.
Don’t forget to save and you’re ready to move on to lead outreach.
Reach out manually #
Go to the Leads section of the Campaign card and click on the Copy & Send button.
In the modal window, select the company employee (if any) to whom you want to send a message with your offer.
Clicking on the Copy & Send button will take you to the selected employee’s profile.
Open the message sending and simply paste the ready text into the field. All variables will be filled with the appropriate data.
Tip: If the lead has private messages closed and you do not have LinkedIn Premium, send a connection request and paste the message into the request note.
Alternatively, if there are no public employee profiles in the company data, you can do the same directly to the company profile by copying and sending the message.
Lead is ready to become a customer #
The lead has responded positively and it’s time to convert them to a customer? Then it’s time to move on to invoicing! Find out how to do it in Rainex.Billing.
