Smart Campaigns adapt your outreach based on how the recipient responds to each step. These sequences follow an "if yes, then" or "if no, then" pattern, allowing you to tailor your next move depending on the other person's actions.
💡Unsure which campaign type to choose? Check out this article
Getting Started
Select "Campaigns" from the menu on the left of the screen
Select "New Campaign" from the right and then select "Pick Smart"
The campaign screen will open. Enter the campaign name in "Campaign Name" and select your outreach method - "LinkedIn + Email" or "Email only".
Update your campaign settings. You can click on the "?" to find out what each setting does, here's a quick explanation:
Link Tracking - this will track clicks on links in your email content
Premium Only - this will only bring prospects in from your search that have Premium LinkedIn accounts
Include Prospects - this will allow you to send messages to prospects you're already connected to or had a conversation with. If your search is a 1st level connection search this must be turned 'On', in most other cases this would be turned 'Off'.
Move Prospects - this will allow you to add prospects to this campaign that are present in other campaigns.
Adding Prospects
Select "Add Search" on the right to add prospects to your campaign.
Most users add prospects either via a Sales Nav search link or a CSV upload, but we've got lots of options depending on your use case.
To add any link add the URL into "Paste Link Here", select how many prospects you want to add and select "Add Search". Outreachly will begin adding prospects to your campaign.
Building a Smart Sequence
Select the orange "Open Sequence Builder". This will take you to the sequence builder page.
Sequences always start with 'Lead Source' as the start. You can add your first "Action" by clicking it and then dropping it in.
Next, you can choose from "Conditions", these are where Outreachly will check if a prospect meets certain criteria and you can branch off with Yes / No - The list of conditions is explained in this article
This video shows how to build a smart sequence starting with a LinkedIn connection, and then following with conditions including email and InMail in less than 60 seconds.
🎓 Tip: To bring the prospect's contact details and work experience into the platform you'll need to add a "View Profile" step after the connection step.
Editing the Steps
Once you've added your step click on it to open the step editor. Here you can update the content and the delay from the previous step. If the step is an email step you can add a subject line, signature and the accounts that can be used to send the email.
Select "Save Step" and repeat the process to build your sequence.
Launching your Smart Campaign
Once you've edited the steps to your campaign, select "Save" or "Run Campaign" from the bottom centre of the main screen.
You can pause and restart campaigns using the orange toggle feature on the main campaign screen.
🚀 Success! You've created and launched your first Smart Campaign