Setting Up Email Nurturing Campaigns

Configuring an Email Nurturing campaign must be done by an Admin. If you only have Caller access, contact your Admin to proceed. Once configured, campaigns allow for automated outreach, dynamic actions, and detailed tracking.

  1. Access Email Nurturing: From the Admin homepage, open the desired project, then navigate to the Email, SMS & Docs menu, hover over the Email Nurturing sub-menu, and select the Email Nurturing section.

  2. Add a New Campaign: Click Add Campaign to begin creating a new campaign.

  3. Set Basic Campaign Details: Configure the following details for your campaign:
    • Enter the Campaign Name.
    • Select the correct Time Zone.
    • Enter or select (by clicking the calendar) the desired Start Date.
    • Enter or select (by clicking the clock) the desired Sending Hours start and end time.
    • Select the desired Sending Days.

  4. Configure Additional Campaign Options: Adjust the following options to finalize your campaign settings:
    • Enable or disable the desired Statistics Tracking options.
    • Select the desired senders by choosing their name(s) in the Select Sender(s) section.
    • Check the Use the Contact Owner's email address instead checkbox if desired.
    • Check or uncheck the Remove contacts from any existing campaign after being added to this campaign checkbox as desired.
    Once done, click Next Step.

  5. Create Email Content: Configure the content of your emails by completing the following:
    • Enter the email Subject.
    • Add any CC or BCC recipients.
    • Compose the Body of the email.

  6. Create a Follow-Up Email Sequence: Build a series of follow-up emails to maintain engagement and ensure consistent communication with your contacts. To add a follow-up email:
    • Click + Add Follow-Up.
    • Repeat the steps in step 5 for each follow-up email, including entering the Subject, adding any CC or BCC recipients, and composing the Body of the email.
    • Adjust sending delays between emails to align with your outreach strategy.
    • Once all follow-up emails are configured, click Save as New Sequence to save the sequence as a template for future use (optional).
    • Note: This step is optional, but creating follow-up sequences enhances your campaign’s effectiveness by ensuring consistent communication.

  7. Test and Save Email Templates: Perform the following actions:
    • Click Send Test Email to test your email(s).
    • If you have a saved email template, click Saved Email Templates and select the desired template.
    • If you want to save the email as a template, click Save Email, enter the desired Email Template Name, and click Confirm.
    Once done, click Next Step.

  8. Set Event Triggers: Automate actions by setting up triggers:
    • Click + Add Result Code Trigger to use a Result Code as a trigger.
    • Click + Add Date Trigger to use the contact's added date as a trigger (with optional offsets).
    • Combine both options, if needed.

  9. Configure Email Response Actions: Define actions based on email responses:
    • Click + Add Email Response Action.
    • Select how to initiate the action (e.g., email opens, link clicks, or email replies).
    • If replies to an email is selected, choose a response type (regular, positive, negative, auto response, or out of office).
    • Specify the action (e.g., remove contact from campaign, move contact to another campaign, or update lead status).
    • For "Move Contact to Campaign," select the desired campaign. For "Update Lead Status," select the desired status.
    Once done, click Next Step.

  10. Add Contacts: Click + Add Contacts to open the query window.

  11. Build and Run Query: Define fields, filters, and values to build your query. Once complete, click Run Query, then click Add to Contact List to add the contacts.

  12. Start Campaign: Click Start Campaign to activate the email nurturing campaign.

For best practices on managing campaigns, see Best Practices for Email Deliverability.

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