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Articles on:SalesRobot Campaign Setup
Launch automated campaigns easily

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  • Step 1: How to Add Leads to a Campaign
    To effectively run a SalesRobot campaign, adding leads is a crucial step. Here are the methods available for adding leads to your campaign: Basic Import Options: Advanced Import Options: How to add leads through a CSV File: Steps: In the "Add ProfilPopular
  • How To Add Prospects To A Running Campaign
    To add prospects to a running campaign (CSV) in SalesRobot, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign you want to add prospects to. Select Add Prospects. A screen will open where you can upload a CSV file with the prospects you want to add. Make sure that the CSV file is correctly mapped. That is, the firstNameFew readers
  • How To Pause A Campaign
    To pause a campaign in SalesRobot, follow these steps: Go to the Campaigns page. Click on Pause icon present in front of the campaign name, of the campaign you want to pause. A confirmation box will appear. Pausing a campaign does not pause the follow-ups that have already been sent. If you want to pause all follow-ups, you must uncheck the Continue executing the staFew readers
  • How To Delete, Archive, and Unarchive Campaigns
    To delete a campaign, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign you want to delete. Select Delete Campaign. A confirmation box will appear. Click on OK to delete the campaign. To archive a campaign, follow these steps: Go to the Campaigns page. Click on the three dots next to the campaign yoFew readers
  • How To Delete Prospects From A Running Campaign
    Need to remove specific prospects from your SalesRobot campaign? Here are the steps on how to delete prospects from a running campaign in SalesRobot. Steps: Click on the three dots next to the campaign that you want to delete prospects from. Click on Target profiles. In the Prospects screen, click on Bulk Operations. Select the prospects that you want to deleFew readers
  • How To Create A Connection Request Campaign using Sales Navigator
    You can create connection request campaigns using LinkedIn Search/Sales Navigator URL in SalesRobot. This can be a great way to connect with potential customers and generate new leads. Here's how you can do it - In Sales Navigator, select Lead Filters. Add in filters to generate the right set of leads. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800Few readers
  • How To Download A Prospect List With Email Address And Mobile Numbers From A Campaign
    Step 1: Find the campaign you’ve created Click on the ‘three dots’ on the right and then click on “Target Profiles”. This will show you a list of all the prospects who were included in the campaign. You can add filters to this list by clicking on the "Filters" button. For example, you can filter by the name of the campaign, whether the prospect has replied to your conFew readers
  • How To Reach Out 1st Degree Connections From LinkedIn
    If you are using LinkedIn to identify potential customers, you can use SalesRobot to automate your outreach to these prospects. This guide will show you how to create a campaign in SalesRobot that targets your 1st degree connections from LinkedIn. Go to your LinkedIn account and click on "My Network". Click on the "Connections" icon. (https://storage.crisp.chat/users/heFew readers
  • Setting Up A SalesGPT Campaign
    With our SalesGPT tool, your very first campaign with SalesRobot can be created in a flash. Wondering how? Go to Campaigns Create Campaign Select Create a campaign with SalesGPT Just talk with our AI bot in plain English about your target audience persona, demographics, pain points of your customers and other details our bot suggests. (https://storage.crisp.chat/users/helpdesk/webFew readers
  • SalesRobot: Setting Up Likes and Comments Campaigns
    SalesRobot's likes and comments campaigns allow you to automatically engage with your prospects' social media posts using our smart comments prompts. This feature helps you stay top-of-mind with potential leads through authentic, personalized interactions. How It Actually Works Comments Campaigns When you set up a comments campaign, SalesRobot: Creates AI-generated comments (does not just flag opportunities) Applies your custom prompts to each comment for personalizatiFew readers
  • Setting Up A Campaign Using Sales Navigator
    Here's how to create a campaign using LinkedIn Sales Navigator search URL: Open SalesRobot and click Create Campaign. Choose the campaign type "LinkedIn" or "LinkedIn + Email". (https:Few readers
  • Setting Up A Campaign Using LinkedIn Search
    Here's how to create a campaign using LinkedIn Search URL: Go to LinkedIn, and type in the keyword or a boolean search string of your choice: When you’re satisfied with your search, copy the search URL, (https://storage.crisp.chat/users/helpdesk/website/-/f/4/f/e/f4fedfcdcc3a3800/imaget29aFew readers
  • Setting Up A CSV Campaign
    This guide explains how to create a CSV campaign in SalesRobot and map custom fields for personalized outreach. Step 1: Create a Campaign in SalesRobot Navigate to Campaigns page, click on the “Campaigns” tab. Click on “Create Campaign”. Choose User Type: Select “I’m an advanced user”. Enter a name for your campaign and save. Step 2: Add Leads via CSV Add Profiles: In the “Add Profiles” section of your campaign, select “Import from CSV”.Few readers
  • Step 2: How to Create a Sequence
    Now that you have successfully imported your LinkedIn leads into SalesRobot, it's time to create your outreach strategy. With SalesRobot, one has the flexibility to create a sequence perfectly in line with your sales process. Choose Your Path: From Proven Template: Jump ahead with a library of templates. Further personalize these in accordance with your brand voice and target audiencPopular
  • Step 3: Launch Your Sequence
    Great, you've added leads to your SalesRobot campaign, created a sequence, and all that is left to do is launch it. Before launching, review your campaign and settings as per your prospecting needs. Once everything is set, click Save and then click on Start Campaign. That is all! Hurray! Your campaign is live now, and very soon SalesRobot will start executing automatFew readers

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