Emails are the only fully automated step when they follow one another. SourceWhale augments LinkedIn tasks to reduce clicks and the time taken to complete. General Task and Phone Call steps both need to be completed manually, before you "Mark as Done".
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Emails - Automated Step
Email steps are automated if they are either the first message or follow another email in a campaign sequence. This is because SourceWhale can see any email responses, automatically stopping follow-ups once you receive a response from a contact.
If an email follows an augmented or manual step you have the option to confirm the outcome of that step before the following email will be sent. You can set this in your profile - don't forget to press save!
You will have a reminder on your "To Do" under "Approve emails" (you can turn this feature on/off in your profile) when the email is scheduled to be sent.
When approving email tasks, once you have marked it as 'Done' in the pop-up window, the contact will automatically be moved to the next task.
InMail - Augmented Step
InMails are an augmented step, as SourceWhale streamlines the process through a couple of clicks. You can create an Inmail step in Campaign Editor and add hyper-personalization for this step when you add someone through the Chrome Extension or Spreadsheet Upload.
Once you have added a contact to a campaign with an Inmail step, you will receive a reminder in "To Do" under "Send InMails".
Click "Go" to be taken to LinkedIn. Once you have sent the Inmail, click "Mark as Done" and SourceWhale will then take you straight to the next person on your InMail list to repeat the process.
You can also "Mark as replied" or "Mark as interested" via the pop-up, without having to go back to Sourcewhale.
LI Connection Request - Augmented Step
Similar to the Inmail step previously, Connection Requests are augmented so you will receive a reminder on your "To Do" list, under "Connection Request". Connection Requests can be created in Campaign Editor and you can add hyper-personalization when you add someone through the Chrome Extension or Spreadsheet Upload.
Once you have sent your request, remember to "Mark as done" as this will take you to the next person on your connection request list.
Phone Calls - Manual Step
Phone Calls are a manual step and therefore require you to make the call yourself and confirm whether or not you reach that person through your To Do's.
When setting up Phone Call steps in the Campaign Editor, the template text box provides personalized notes you can reference on the call so you may want to insert your phone script, or even use some variables to quickly reference their role, location, company, etc.
You can also add further hyper-personalized notes when you add someone through the Extension or Spreadsheet Upload, as per below.
Once you have added someone to a Campaign with a Phone Call step, you can complete this in your To Do's, as per below. Here, you can view the contact's phone numbers and local time.
General Task - Manual Step
General Tasks are manual step that reminds you to do something that sits outside of SourceWhale's functionality. Similar to the Phone Call step, you can add hyper-personalized notes when you add someone through the Extension or Spreadsheet Upload. A reminder will appear on your To-Do list when it is time to action it. You will need to "Mark as Done" once you have completed it.
SMS - Automated Step
Note: SMS is restricted to specific geographical areas, please contact support if you would like to switch it on for your team.
SMS is a fully automated step and will be sent from your dedicated number. Any response to your SMS step will be sent to you via email to your email inbox connected to SourceWhale. Replying to this email will automatically generate a reply via SMS containing the content of your email. This enables you to continue the conversation on SMS from a single inbox.
Now you are comfortable with the different task types, go and give them a try in one of your campaigns! Learn how to add contacts to your campaign here.
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