How To Create A Connection Request Campaign using CSV File

This article guides you on creating a connection request campaign in SalesRobot using a CSV file containing your prospect data.

Steps:

Create a New Campaign: Click on "Campaigns" and then Create Campaign.



Name Your Campaign: Choose a suitable name for your campaign.

Import CSV File: Select Import from a CSV file.


Upload CSV: Click Upload a CSV file and choose your CSV file.

Map Fields: Ensure the CSV fields are correctly mapped to the corresponding SalesRobot fields (firstname, lastname, profileURL, emailID).



Review Data: Review the imported data to verify accuracy.

Configure Settings:
Enable Enrich Email to retrieve additional information about your prospects.
Select Skip if another campaign to avoid sending multiple campaigns to the same prospect.




Create Message Sequence:
Choose From Scratch to create your own messages or select From Templates for pre-designed templates.
Compose your connection request message, including personalization tags like {{FirstName}}.
Add follow-up messages if desired, scheduling them for specific time intervals after the initial connection request.

Start Campaign: Click Start Campaign to initiate your outreach.

Note:

CSV File Preparation: Ensure your CSV file has the required fields (firstName, lastName, and at least one LinkedIn identifier).
Message Personalization: Use personalization tags and address prospects by name for better engagement.
Follow-Up Strategy: Plan your follow-up messages strategically to increase response rates.
Review and Adjust: Regularly review your campaign performance and make adjustments as needed.

Updated on: 13/09/2024