Creating an impactful lead campaign in Oversee involves drafting compelling email steps and setting up intelligent follow-ups. This guide will walk you through drafting your initial outreach, utilizing AI to generate email content, configuring follow-up steps, and understanding trigger settings.
Step 1: Drafting Your Initial Email
Begin by navigating to the "Email Steps" section of your campaign. Here you can draft the primary email that will initiate contact with your leads.
Write Email with AI: Use this feature to get suggestions based on your campaign goals and the nature of your business. Input details about your brand and the current lead campaign to generate tailored email content.
Send Test Email: Before finalizing, send a test email to ensure everything appears as intended.
Step 2: Using AI to Generate Email Content
The "Write Email with AI" feature simplifies the creation of your email. Provide the AI with a brief summary of your brand, the products or services you offer, and specifics about the campaign. The AI will then suggest a draft which you can edit to match your tone and requirements.
After generating the initial draft, you can modify the content as needed. Compare the AI-generated email with your original draft and select the best version or combine elements from both.
Step 3: Setting Up Follow-up Emails
Adding follow-up steps is crucial for maintaining engagement with your leads.
Add Follow-Up Step: Click on this option to include additional email steps in your campaign.
Trigger Settings: Define when the next email should be sent based on actions taken by the recipient such as 'opened', 'not replied', or 'link clicked'. This helps automate the process based on lead engagement.
Step 4: Utilizing Attachments and Variables
Enhance your emails by attaching files and using template variables to personalize content. Variables can dynamically insert lead-specific data like names or addresses, making each email feel personalized.
Frequently Asked Questions
What happens if a lead replies to an email?
If a lead replies to any email in the sequence, they are automatically removed from the follow-up sequence. This ensures that your communications remain relevant and not redundant, providing a better experience for the lead.
Are follow-up emails sent in the same email thread?
Yes, all follow-up emails are sent in the same email thread. This helps keep the conversation organized and accessible, both for you and your leads.
Can I attach images to my emails?
Yes, you can attach images along with other files to your emails. This feature is particularly useful for showcasing products or providing additional information that can support your message.