Add First Email & Follow-Ups

Add First Email

Once you've created your campaign, it's time to add your first email.

Step-1: Click on the Content tab and select Add First Step.

Step-2: This will lead you to the campaign step configuration screen. Choose "email" as the selected channel, and then proceed by clicking on Next.

Step-3: You can also personalize your email by inserting merge tags(such as the recipient's name or company), emoticons, and personalized images. This adds a personal touch to your emails and can help improve your open and response rates. Once done click on Save Step.

Add Follow-ups

After you've created your first email, it's time to set up your follow-ups. Click on Add new step.

This will allow you to create a sequence of follow-up emails that will be automatically sent to your recipients at specified intervals of days. In the "days to wait from the previous task" section, enter the desired number of days for your follow-up, then proceed by clicking on Next.

You can set up multiple follow-ups, each with its timing and content. As a result, your message will stay at the top of your recipient's inbox and increase your chances of getting a response. Once done click on Save Step.

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Important Note:

If a prospect(s) responds to your SmartReach campaign, then in that case further follow-ups that you have scheduled for the particular prospect(s) in that campaign will be automatically stopped.