Creating a lead campaign in Oversee is an essential step to streamline your sales outreach and nurture potential customers. This guide will walk you through the entire process, from naming your campaign to launching it. Before starting, it is recommended to draft your email steps as part of the process, which you can learn more about here.
Step 1: Start a New Campaign
Begin by navigating to the "Campaigns" tab on the left-hand sidebar. Here, you'll see an overview of all your campaigns. Click on the "New Campaign" button to get started. This will prompt you to enter a name and description for your campaign.
Name Your Campaign: Choose a name that clearly describes the focus of your campaign, such as the type of businesses or customers you are targeting.
Add a Description: (Optional) Provide more detail to improve the quality of AI-suggested leads and emails.
Step 2: Complete the Setup Tasks
Once your campaign is created, you will be taken to the "Setup Tasks" section. Oversee provides an easy-to-follow checklist to ensure all essential steps are completed:
Add a Lead Contact: Find leads to include in your campaign.
Draft Email Steps: Plan out the sequence of emails for your campaign.
Configure Send Settings: Adjust your email sending windows and preferences.
Activate the Campaign: Launch your campaign to begin your outreach.
Follow each of these steps to set up your campaign effectively.
Step 3: Add Leads to Your Campaign
To add leads, Oversee provides multiple methods:
AI Search: Use the AI Search to find leads that match your target audience. You can use keywords like "Tea Houses" to narrow down your search.
Lookalike Search: If you already have existing leads, you can use the lookalike search to find similar businesses.
Business Website: If you have the target business website, you can retrieve the contacts related to that business.
Search for and select your leads to add them to your campaign.
Step 4: View and Organize Your Contacts
After adding leads, navigate to the "Contacts" tab within your campaign. This tab will display all the leads that have been added to your campaign, along with their details, such as email addresses, business names, and titles.
You can filter the leads by their status to organize your outreach effectively.
Step 5: Configure Send Settings
Go to the "Send Settings" tab to adjust who the emails will be sent from and when they will be sent. Oversee allows you to customize:
Sender Email: Choose the email address from which your outreach will be sent.
Sending Windows: Select the start date, sending interval, and daily sending limits. Customize the active days and times for your emails to be sent based on your preferences and target audience.
Save your changes once you're satisfied with the settings.
Step 6: Launch Your Campaign
After completing the setup tasks, you are ready to activate your campaign. Simply click on the "Start Campaign" button to begin sending out your emails to the leads you have added. Your campaign is now live, and you can monitor its progress.
By following these steps, you'll be well on your way to launching a successful lead campaign in Oversee and connecting with potential customers effectively. Remember to keep track of your campaign's performance and adjust your strategies as needed.