How to Create a Multi-Channel Outreach Campaign In Doplac CRM

Creating a successful Cold Outreach campaign requires engaging your prospects across multiple channels to increase your chances of getting a response. 

Follow these instructions to set up and launch your multi-channel outreach campaign with ease:

Step 1: Start a New Campaign

• Head over to the "Outreach" section and select "Campaign."
• Click "Create New Campaign."
• Give your campaign a name, like, and press "Create."

Step 2: Select Your Target Audience

• Choose the contact list or segment you wish to target for the campaign.
• Specify any contacts or criteria you want to exclude, if necessary.
• Click "Done," then proceed with "Upload Lead."

Step 3: Create Your Outreach Sequence

• Start by crafting the subject line and body of your initial outreach email.

• Use merge tags to automatically personalize your emails with recipient-specific information (e.g., name, company).

• Click "Add Sequence" and choose your next actions. For example:
• A LinkedIn profile visit after the email to engage on social media.
• A follow-up email to maintain contact.
• A LinkedIn connection request with a personalized note.
• Another email to further nurture the lead.
• A LinkedIn message for direct communication.

• Define the time gap between the initial email and each follow-up.

Step 4: Configure Campaign Settings

• Choose the email accounts you want to use to send the campaign.
• Connect the LinkedIn accounts you want to use for LinkedIn outreach.
• Decide whether to stop emails after receiving a reply or an auto-reply.

• Set daily limits for both email sends and LinkedIn activities.
• Click "Save & Continue."

Step 5: Plan and Launch Your Campaign

• Schedule your campaign by setting the specific dates, days, times, and time zones for email delivery.
• Click "Publish" to launch the campaign.
• After launching, go back to your dashboard to monitor performance.