A Campaign is a sequence of personalised outreach templates that can consist of emails, InMails, Connection Requests, Phone Calls, and general tasks. A Campaign is created for any outreach that uses a common outreach template and sequence of follow-up steps.
Contents
Starting a New Campaign
To create a new Campaign, navigate to "Campaigns" and select "New Campaign" in the top right.
Creating Steps for your campaign
The first tab you will see is the Steps tab. On this tab, you will need to decide on the following:
Choose a Campaign Name, this name is only visible to you and your team.. Choose your campaign type, either Candidate Souring or Business Development and choose your sync options. Sync options refer to how you want contacts added to this Campaign and to be synced with your CRM. These options vary from CRM to CRM but usually includes: Candidate, Contact, Client, or Lead.
Decide on Open and Click tracking. If either one is off, SourceWhale will not track the data for this metric. We recommend having click tracking turned off until we have set-up a Custom Tracking Domain with you (please contact support if this option is greyed out and you would like to set this up).
At the top of the overview page, you are able to choose how to view your contacts in this campaign, you can choose from 'tags', 'stage selected' and 'activities', and 'statuses'.
Decide on the "Type" of outreach you want for your Step.
NOTE: Emails are fully automated, InMails and Connection Requests are augmented through your "To Do" list, whilst Phone Calls and General Tasks are manual steps.
Select the timings between which you want this outreach to be sent.
You can also set a "Not before date" if you want your Campaign to only send after a certain date in the future. (Enter warning)
Create a subject line and initial template message that will be the first sent to any contact you add to the campaign (unless your first step is a call or generic task).
You will want to use custom variables to ensure that messages are personalised for each person you add to the campaign.
Campaign Settings
Select the Settings tab at the top. Here you can create a full campaign from start to finish including multiple steps.
You are able to change your campaign type in the settings of your campaign.
You can add to a project
You can assign tags
Select the language you want to translate SourceWhales' custom variables into. If you are writing a message in any other language than English you can select from any of the languages in the dropdown box and it will automatically translate our custom variables into the language your message is written in.
Switch on 'Private' if you want to hide the campaign from your colleagues. Note: A 'Private Campaign' cannot be duplicated by your colleagues.
If you have used an alias email address for this campaign which belongs to your teammate, to receive the replies please toggle 'forward replies by teammates'.
You can also 'continue steps after contact replies' on nurture campaigns
Select the timezone your outreach will be targeted at.
Prefer contact's timezone tells the system to only send messages out on the recipient's timezone, rather than your own.
Pick your Sending Days using the switches.
Adjust the toggles to enable open tracking or click tracking.
You are able to pick your campaign daily sending limit, this refers to the number of emails you are able to send each day from this campaign. We recommend increasing this slowly over an extended period of time to ensure your email address is not flagged as spam.
Note: Remember that that top limit is the one set on your profile on SourceWhale, therefore you will not be able to exceed that limit unless you change it within your profile settings
You are able to choose at what point of the campaign the contact is synced to your CRM.
To choose when your email outreach is sent out toggle on 'enable scheduling', click the pencil icon to edit.
A box will appear which looks like this. You can choose when your emails are sent out and change this from day to day. You are able to choose if you would like your email outreach to be sent in one period of time, two periods of time throughout the day with a break in between (shown below), and 3 periods of time throughout the day.
Show Email Sending Heatmap will give you a graph showing the times that your emails are being opened, replied to and clicked
Follow-up Steps
Select the "Add Step" button below Step 1 on the left. You can add as many follow-up steps as you like.
Select the type of follow-up step from the list and it's worth remembering; emails are automated, Inmails and Connection Requests are augmented, and Calls and General Tasks are manual.
Select your "sending days after previous step" which defines how long you want the system to wait before sending a follow-up if they don't respond. You can also decide what time you want these follow-ups to go. We suggest staggering this between steps.
"Send as reply" ensures your email follow-ups are sent as if you had clicked reply all on your previous message to send the follow-up, which adds authenticity to your email trail.
You will then need to create the template for the next step, the same way you did for Step 1, using variables for personalisation.
You can delete a step by clicking the dots icon on each step.
We recommend implementing 3-6 steps for a campaign and completing a campaign to completion with all the steps before trying to add any contacts. Once you are happy with your steps, remember to click "Save" in the top right before you exit the page.
Once you have clicked 'Save', the campaign is saved. However, a warning may appear to inform you of your campaign, for instance, if the message seems rather short and if the email step has no subject line. This allows you to make any edits to the campaign and save it again if you would like to make such changes.
You can also send a Test to yourself, to preview the campaign steps.
Now you have created a campaign, you will want to add contacts through either Chrome extension, Spreadsheet Upload, or direct import from your CRM if you have a SourceWhale button set up.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬