Made with Doplac

Creating Multi-Channel Outreach Campaign In Doplac CRM

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.