Start with people who already know you

Four warm places to start a campaign, and how the Activity tab tells you what is happening.

People who already know you, or are already looking, reply far more often than a cold list. The Campaigns page shows four warm places to start. Each one builds a campaign with messages written for that audience, and nothing goes out until you approve it.

Your LinkedIn network

Connect LinkedIn under Integrations. We read your connections once a night and mark the good fits: people whose headline matches the job titles you sell to (set them in Your business). Current customers are left out. Pick people, or press Add all shown. The first message is a friendly LinkedIn note, not a cold pitch.

Website visitors

Add the website snippet under Integrations. On the Website visitors page, press Add high-intent companies to start a campaign with the companies that looked at your pricing, demo or contact pages. Leave Keep adding new high-intent visitors on and new ones join every few hours. Messages never mention the visit.

Visitors arrive as companies. Turn on contact finding in the campaign Settings so each one gets a person to write to.

Former customers and lost deals

On the Customers page, mark customers as Churned or Lost (or import closed-lost deals from your CRM), then press Start win-back campaign. Messages acknowledge the history honestly and lead with what has changed. If you added a reason they left, the first message speaks to it.

From Stripe: in Stripe Billing, open Subscriptions, set the status filter to All and export a CSV with Customer Email, Customer Name, Status, Product, Amount, Interval, Quantity, Start, Canceled At, Cancellation Feedback and Cancellation Comment. Upload it on the Customers page. No keys or logins needed. Canceled subscribers come in as Churned with the reason they gave. Customers on a personal email are skipped.

People talking about it on LinkedIn

Under Signals - LinkedIn, watch a competitor page, a person your buyers follow, or a topic such as "sales forecasting". We list the people who posted, commented or reacted. Select them and choose New campaign for these people. Messages bring up the topic, never that you saw them react.

Know what is happening: the Activity tab

Every campaign opens on Activity:

  • Needs you - messages waiting for your OK, people missing an email or LinkedIn profile, new replies, bounces.
  • Coming up - approved messages and the time each one will go out.
  • What happened - people added, messages sent, replies.

On the People tab, each person shows what happens next, or why they are waiting. On Messages, the paper-plane button emails you a test of any step, written for someone in the campaign. Nobody else gets it.

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