Campaign Settings

Hey there! 🌟

Want to boost your outreach with the Sales Engagement Tool? With Email, LinkedIn, and Global settings, you can personalize every aspect of your campaign for maximum impact. From scheduling to lead targeting, it’s all at your fingertips. Set up your perfect campaign and start connecting! 🚀

Got a catchy name for your campaign? Awesome! Picked out a lead source? Even better! Now, let's explore the campaign settings:

First up, there are three main types of settings you'll encounter:

1️⃣ Email Settings
2️⃣ LinkedIn Settings
3️⃣ Global Settings

1. Email Settings

Here, you'll find all the tools to make your email outreach shine! 🌟

• Choose Email Addresses:
  Select the email addresses 📧 you'd like to send messages from. Use one, or go big and choose multiple! 🚀
  
  

• Schedule Emails:
  You have two options here:

  • Pick from 'My Schedules' or 'Team Schedules.' 📅
    
    
    
    

  • You can also create a new schedule by clicking Create Schedule.
    
    
    
    

  • Edit, duplicate or delete schedules using the three dots. 🛠️
    
    

For more info on email scheduling, give the scheduling article a read! 

• Tracking Settings:
  • Track email link clicks: Monitor how many leads clicked the links in your emails.
  • Track opened emails: See who opened your email.
  • Send text-only emails (no HTML): Send plain text emails without images or formatting. Keep in mind, tracking won't work if you enable this option.

2. LinkedIn Settings

Here's where you customize your LinkedIn outreach! 

• Discover LinkedIn Premium accounts only Enable this option to target leads with premium LinkedIn badges. 
• Discover leads with open profile status only: Focus only on leads with Open Profile status, letting you send free InMails. 
• Collect contact information: Sales Engagement Tool can gather publicly available info from LinkedIn profiles, like email, phone, and social media. Plus, Sales Engagement Tool will view profiles after sending connection requests.
• Remove leads with pending connection requests: Sales Engagement Tool won't discover leads with connection requests still pending. 
• Refresh search automatically: Automatically refresh your search result and add newly found leads that match the same search parameters.

3. Global Settings

Here, you can fine-tune your targeting and set the campaign's start time.

• Include leads that replied to your messages: This option includes all leads you've previously messaged through LinkedIn, InMail, or email.
• Include leads found in other campaigns: When toggled on 🔛, leads from other campaigns (yours or your team’s) will be included, but those in blacklists will be removed.
• Discover new leads only: Activate this to exclude leads already in other campaigns for your seat.

Remember, the start time you set is only for launching the campaign, not your account’s operational hours! ⚠️

Hope this guide helps brighten your day! 🌞

Stay awesome and keep rockin’ that Sales Engagement Tool groove! 🎸🎉