Adding people
Add takes sites, addresses or a table, one per line:
seo-blog.com
marketing.example.com editor@marketing.example.com Olga
email,name,company
john@firm.com,John,Acme
or a file. For a site without an address, the campaign looks for one on the site. Sites and addresses from the API arrive the same way; see Campaigns and prospects.
Each person can carry Custom fields, one name: value per line, used in the emails as {{name}}.
States
| State | What it means |
|---|---|
| finding address | The campaign looks for an address on the site |
| checking address | The address is being checked before the first email |
| queued | Waiting for its turn |
| sequence running | Emails are going out |
| needs a decision | Paused until you decide, for example someone you have written to before |
| snoozed | Asked to come back later; the campaign writes again at that time |
| replied | Answered; the conversation is with you |
| agreed | Won |
| link live | In link building, the link is on their page |
| no luck | Lost, with a reason |
Every change goes into the person's History: emails sent, opened and clicked, replies and auto-replies, bounces, stages and deal value.
Replies
A reply stops the sequence. It is marked by kind (interested, declined, not now, question, wrong person, asks to stop, auto-reply), by the assistant when it is connected. Open the reply or all correspondence from the person's card.
A reply that came another way, by phone or in person, is marked by hand with Replied.
The pipeline
Move people through the campaign's stages, set the Deal value in the campaign's currency, and mark the outcome: Agreed, Declined with a reason, Snooze, To the stop list. Funnel shows how many people reached each stage, the reply and bounce rates, and money won and in progress.
Download recipients as a table exports everyone with their state.