Transcription
Hi everyone, it's Alexis here and welcome to the tutorial series to help you make the most out of using Grow. This video will be about how to launch an outreach campaign.
So you've got a bunch of leads that you've identified and have qualified and the next logical step is to reach out to them to change that second or third degree connection into a first degree connection. So there's two ways that I'm going to show you next.
The first way is that you've really searched and imported some of the leads which are sitting pretty in the CRM contact table at the moment. Select the leads that you want to reach out to and then click on campaign button. Add campaign. Enter a campaign name. Make sure you pick a LinkedIn account from which these messages will send out from. You'll be directed to the campaign configuration page where I would strongly recommend putting in more details in the campaign description so that you'll be able to reference it later on if you wish to do so. You can double check the lead list here by clicking on this. We've got built-in limits for invites and campaigns so that you won't come across as a spam bot. You can also adjust the timing from where and when you would want to do your outreach because I know everybody has an more international target right now.
So once that's sorted, you'll be able to move on to the next part of the campaign, which is building the actual flow. So there are a few options here. We can either do it from scratch to build or you can choose a template. I would recommend you go with a template and then you can customize the template after. Here you'll be able to click on let's try the warm outreach for B2B founders. Here you can see all the steps and the timings which you can also adjust. Just click on it and you can customize. The most important thing is actually to focus on what kind of messages you want to send after the connection request has been accepted. So here you can see that you can customize how long you want it to be, what kind of tone you want this to be, and we have eight languages that you can pick from. So here you can see that there is a box for you to provide more information or instructions to customize and help the AI create the best message for you. So here you can also generate an example to check whether or not your prompt is actually working. So we also have a knowledge bank for more references in use cases. Just click on the red circle and with the arrow and then you can go to the help section where you can either go through the FAQs best practices.
So now we go on to the second way which is going to start from scratch. So go back to the contacts table. You don't click on anything. You just go straight to the campaign button. Add a campaign. Again, you have to pick make sure you pick the right seat. From here, you do the campaign name, campaign description. Here you will either choose a list that you have used before, which you will then see it pop out. You can also edit, you can select, or you can create a new list. Here we have four options for you. You can directly import from you know CSV if you have an existing database that you want to import into Grow or you can go via search URL. So we have the normal one and then we have the sales navigator one. So again here you will have to pick which one you want and then this is the list name and then you paste the URL once you've actually done the filtering on navigator and then you can do a preview and then you can see the lead list that has come out of the sales inquiry before people via LinkedIn navigation. Now once that is done you can add to campaign and from then on it's the same process of setting up your campaign flow the scheduling.
Now as always, thank you for trying Grow out. If you have any questions or issues please drop us an email at support@thegrow.ai or simply click on the red circle again to say hi I need some help. You can message us or you can send us a ticket if there is an issue that you want to highlight. Thank you.