How to make a Smart Sequence – Sales Engagement Tool

Hello, Sales Engagement Tool users! 🌟

Ready to level up your outreach? Sales Engagement Tool’s Smart Sequence feature lets you create dynamic campaigns step-by-step. Choose your campaign type, build custom sequences with drag-and-drop tools, and set targeted actions and conditions—all to elevate your networking. Ready to drive results? Start crafting dynamic campaigns today and make every interaction count! 🚀

Step 1: Kickstart Your Campaign 🎬

First up, head over to the Campaigns dashboard on Sales Engagement Tool. Look for the ‘Create’ button in the upper right corner and give it a click. It’s your first step to something great!

2. Select the Lead List 🌐

You’ll land on a new page where it’s time to make some choices:

Name your campaign—make it snappy!
Choose which Lead List you’d like to use. You can create a new list or skip this step and add a list later.

New list

If you selected New List, you’ll need to enter a list name and choose the type of campaign you’d like to run.
Decide how you want to find your leads—either by using a Search URL or LinkedIn post URL or by uploading a CSV file.

There are 5 campaign types to choose from:

Each type is tailored to different strategies and goals, so choose what fits your needs best!

When you select Search URL, paste your LinkedIn search link into the field. If a connection degree was already selected on LinkedIn, it will be applied automatically. If not, please choose which connection level you’d like to target before continuing.

3. Setting Up Your Campaign ⚙️

Click ‘Next’ to proceed to the setup page where you should check needed LinkedIn and email settings. Need more info on these options? There’s a handy link for extra guidance.

4. Configure Your AI SDR 🤖

After reviewing your campaign settings, click Next to open the AI SDR setup.

Here, you can choose how the AI SDR should handle incoming lead replies in this campaign:

Don’t use AI SDR – Replies will not be handled by the AI SDR.
Draft replies for review – The AI SDR will prepare a response, allowing you to review and edit it before sending.
Send replies automatically – The AI SDR will generate and send replies automatically based on your selected setup.

When using the AI SDR, select the resources it should follow:

Knowledge base – Choose the knowledge base containing the product or service information the AI SDR should use when answering leads.
Strategy – Select how the AI SDR should manage conversations in this campaign.
AI training set – Choose the training set containing examples and feedback that help the AI SDR match your preferred reply style. ✨

If you haven’t created the required Knowledge Base, Strategy, or AI Training Set yet, open the corresponding dropdown and click Create new to create one without leaving the campaign setup.

Selecting the right knowledge base, strategy, and training set helps the AI SDR generate replies that are accurate, relevant, and consistent with your communication style.

Once everything is ready, click Next to continue to the Smart Sequence builder.

5. Craft Your Smart Sequence 🧩

After configuring your campaign, hit ‘Next’ to reach the sequence builder page. Here’s where the magic happens! You can either pick from Templates or create your own.

On the right side, you’ll find elements and conditions. For detailed explanations, just click here.

6: Drag, Drop, Connect 🖱️

Building your campaign is a breeze with the drag-and-drop method.
Select the action you want and drag it onto the white dashboard.
Connect all actions and conditions with a string—think of it as drawing your roadmap to success.

And voilà! You’re all set to make the most out of Sales Engagement Tool with Smart Sequences. It’s all about connecting, engaging, and growing your network in the smartest way possible.

Enjoy crafting your campaigns and have a blast with your Sales Engagement Tool experience! 🚀🙌