Campaign Management
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 starFew readersHow 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 you wanFew readersHow 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 delete. CliFew readersHow To Reset Prospect Fetch in SalesRobot
Problem: If the number of prospects that needed to be added in the campaigns are still zero, even if you have setup the campaigns correctly, imported contacts/ entered the correct search URL. Solution: You can reset the prospect fetch in SalesRobot to try fetching the prospects again. If the issue still persists, you can contact the SalesRobot technical team for assistance. Steps: Click on the three dots next to your campaign in Sales Robot. Click on "Reset Prospect Fetch". !Few readersHow to Reach Out to 1st Degree Connections from Sales Navigator Using SalesRobot
If you are using Sales Navigator 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 Sales Navigator. Get the lead list of 1st degree connections: In Sales Navigator, select Lead Filters. Next, click on + next tFew readersHow to Edit Your Existing Campaign or Sequence in SalesRobot?
Editing your existing campaigns or sequences in SalesRobot is pretty easy. Here's how to do it in just a few steps: Access Your Campaigns: Log into your SalesRobot account and go to the Campaigns tab. Select Your Campaign: Point out that campaign you want to edit and click on ... and select Edit Campaign Edit Campaign Details: Changes to Sequences: Go to the Sequences section. From here, you can add, remove, or edit steps within your sequence. Click on DoneFew readersHow To Blocklist Prospects In A Running Campaign
Tired of wasting time on prospects who aren't a good fit? Discover how to blocklist them from your SalesRobot campaigns. Steps: Click on the three dots next to the campaign that you want to blocklist prospects from. Click on Target profiles. In the Prospects screen, click on the three dots next to the prospect's profile. Click on Add to blocklist. (https://storagFew readersUnderstanding SalesRobot's Prospect Pipeline
A prospect pipeline in SalesRobot visually represents your sales process, showing the journey a potential customer takes from initial contact to becoming a closed deal. Key stages in any prospect pipeline includes - Prospect: New leads from various sources. Qualified Lead: Interested and meets criteria. Contacted: Initial contact made. Meeting Scheduled: Meeting set. Proposal Sent: Proposal sent. Negotiation: Terms discussed. Closed Won: DeaFew readers
Campaign Creation and Setup
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: CSV File Upload Description: Import leads directly from a CSV file. Steps: In the "Add Profiles" section of your campaign, Select Import from CSV Upload your CSV file containing the leads. (https://storage.crisp.chat/users/hSome readersStep 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: Quick Start: Jumpstart your campaign with one of our pre-built, high-performing templates. Proven sequences designed to maximize engagSome readersHow To Add Prospects To A Running Campaign
To add prospects to a running campaign 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 firstName column in thFew readersHow to Send Automated Emails via SalesRobot | Email-only campaigns
You can set up and manage email-only campaigns using SalesRobot. Just follow these steps: Create a New Campaign: Start by creating a new campaign; then, select "Send Email" Email Sequences Setup: Add email steps and set them up one after the other. Write your emails and set up dynamic fields to let emails be personalized. Trigger and Delay ConfigurationFew readersCreating Campaign Using Data Fetched From Prospect Pool
This feature allows you to create campaigns on all of the fetched data in your Prospect Pool. This is a great way to save time and money, as you can run campaigns on multiple accounts without having to manually add prospects to each account. Here is the step-by-step guide: Go to the Prospect Pool page. Click on Prospect actions. Click on Create campaigns. Select thFew readersHow To Create A Connection Request Campaign using Sales Navigator
One of the features of SalesRobot is the ability to create connection request campaigns using Sales Navigator. 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/f4fedfFew readersHow to Send InMails with SalesRobot?
Using SalesRobot, you can automatically send free InMail messages to LinkedIn users who have open profiles. Open profile members include those LinkedIn users with premium plans that allow messages from 2nd and 3rd-degree connections. Of course, it would also mean that you may message some of your 2nd and 3rd-degree connections without having to send them a connection request first. Here's what your InMails will look like: (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3aFew readersHow To Create A Group Campaign With Sales Nav
Here's a step-by-step guide on how to create a targeted campaign in SalesRobot using Sales Navigator leads: Identify your target group: In Sales Navigator, go to Lead Filters. In the Personal section, select Groups. Choose the specific group whose members you want to target. Add more filters as needed to refine your target audience. (httFew readersHow 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. (https://storage.crisp.chat/usersFew readersWhen is lead data added to SalesRobot?
When you add a lead to your SalesRobot Campaign, the software extracts information regarding the profile, such as name, company and location. For leads added from LinkedIn search (including Recruiter and Sales Navigator), SalesRobot quickly pulls the following data: First Name, Last Name, Position and Company This typically becomes viewable within a few hours to a few days depending on your LinkedIn account and The number of leads you are looking to connect Some data such as the leadFew readersImporting Data into SalesRobot's Prospect Pool
Welcome to the world of Prospect Pool - Fetch Data! This powerful tool is designed to streamline your lead generation process by allowing you to efficiently extract data from your Sales Navigator searches and distribute it across multiple accounts without requiring additional Sales Navigator subscriptions. In this guide, we'll delve into the step-by-step process of using Prospect Pool - Fetch Data, provide valuable tips for maximizing its effectiveness, and address common questions you may encoFew readersHow 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 readersHow to Create a Multichannel Sequence Using Sales Navigation Search on SalesRobot?
SalesRobot lets you reach out to prospects across both email and LinkedIn, maximizing your outreach potential. This guide will walk you through creating a multi-channel campaign, combining email and LinkedIn messages for a powerful one-two punch. Getting Started: Create Your Campaign: Head to the Campaigns tab and click Create Campaign. Give your campaign a name. Target Audience: Choose how you'll identify your prospects. You can upload a CSV file containing email addFew readersHow to Run Multiple Campaigns in SalesRobot
Unlock the full potential of your outreach with SalesRobot by running multiple campaigns at once. Here's how to set up and run multiple campaigns effortlessly: Create New Campaigns: Click Create New Campaign for each new campaign you would like to run. Configure each campaign to have certain specified goals, sequences, and targeting criteria. Configure the Settings of Each Campaign: Configure settings of each campaign according to set objectives. This relates to the descriptioFew readersStep 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
Personalization and Templates
How to Personalize your Outreach?
With SalesRobot, you can make your connection requests and messages stand out by ensuring they look completely personalized and thoughtfully crafted. Show prospects some genuine interest in them and you’ll see your response and acceptance rates going through the roof in no time! Using dynamic variables such as "first name", "last name", "company", "position", "location", and many more, SalesRobot enables you to write connection requests and messages that look and read totally personalizedFew readersUsing Campaign Templates
You can save much time and ensure consistency between campaigns by creating and using templates in SalesRobot. Here is a step-by-step process for setting up and using templates: Create a Campaign Template: Start a New Campaign: Go to the Campaigns tab and click on Create New Campaign. Design Your Campaign: Set up your campaign with the sequence, messaging, and settings you want to include. Save as Template: Once you have set up your campaign, click the Save asFew readersAdvanced Sequences in SalesRobot
Advanced Sequences allow you to automate multi-step outreach workflows in SalesRobot, helping you stay consistent in your engagement with prospects. You can personalize follow-up actions and build relationships by performing specific tasks based on how your initial messages are received. Getting Started with Advanced Sequences Creating a New Campaign Navigate to the Campaigns section in SalesRobot and click on "Create Campaign." After filling in the campaign details and adding yFew readersWhat Actions Can Be Added to Your Sequence?
SalesRobot offers a bundle of features to increase the impact of your LinkedIn campaigns through the automation of key tasks in order to save you time and reduce costs. You will be able to automate the following actions with SalesRobot: Send connection request Send message Send InMail Send email View profiles Follow profiles Like posts Like and comment on posts Endorse LinkedIn skills (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-recording-20Few readersHow to Create a Message Template in SalesRobot
Tired of manually crafting each message? Discover how to create reusable templates in SalesRobot to save time and improve your outreach. Go to the Templates tab. Click on the Create Template button. Select the type of template you want to create. (https://stoFew readersHow to Edit and Delete Templates in SalesRobot
Need to make changes to your SalesRobot templates? This guide will show you how to edit and delete them easily. To edit a template in SalesRobot: Go to the template you want to edit. Click on the three dots by the side of the template. Click on Edit. Select From Scratch option Click on the pen icon by the side of the template you want to edit. (https://storageFew readersNew - Enhance Your Outreach with Advanced Personalized Variables in SalesRobot
SalesRobot has introduced support for more Personalized Variables. This feature helps you create hyper-personalized messages by dynamically adjusting the content based on the available data in your leads’ profiles. This flexibility makes your outreach feel more authentic and tailored to each recipient, increasing engagement and response rates. How It Works SalesRobot now supports conditional logic in your messaging (https://salesrobot.crisp.help/en/article/advanced-sequences-in-salesroFew readers
Prospect Management
How to Avoid Prospect Duplication Across Multiple Accounts in SalesRobot
In Sales Robot, there are two ways to avoid prospect duplication across multiple accounts: Skip account with the same tags: If you have multiple accounts with the same tag, Sales Robot will skip prospects that are already in any of those accounts. This option is useful if you have multiple accounts for the same team or manager. Skip in all accounts: This option will skip prospects that are already in any account, regardless of the tag. This option is useful if you want to avoid prospFew readersHow to Map Custom Columns in CSV Files?
Sales Robot CSV Mapping For Custom Column Ever wanted to include a unique data point specific to your needs within your Sales Robot campaign sequences? Look no further than CSV Mapping for Custom Columns! This feature allows you to leverage data from your CSV files to personalize your outreach efforts. Here's how to create a custom column using CSV Mapping: Create a Campaign and Select "Import from CSV": Begin by creating a new campaign and selecting the "Import from CSV" optiFew readersHow To Download A Prospect List With Email Address And Mobile Numbers From A Campaign
Steps: Click on the three dots next to the campaign that you want to delete prospects from. 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 connecFew readersHow to Avoid Duplicate Leads in Your Campaigns?
Now, if you are working with teammates inside SalesRobot and all of you target the same audience, you can avoid adding the exact same leads into many various campaigns in your team. That keeps you safe from duplicate messages and lets you remain efficient in your outreach. Here's how to use this feature: When creating campaigns: You can enable this feature while creating campaigns in the Configure Settings screen. Just enable the toggle: Skip if in other campaigns . (https:Few readersHow To See Failed Prospects In Target Profiles And How To Reset Them
If you are using Sales Robot to automate your sales outreach, you may occasionally encounter prospects whose sequences have failed. In this guide, we will show you how to view these failed prospects and how to reset their sequences so that you can continue your outreach efforts. Viewing Failed Prospects Go to your Campaigns page in Sales Robot. Click on the Prospects tab. (https://storage.crisp.chat/users/helpdesk/website/f4fedfcdcc3a3800/zight-2024-8-23-at-052627ff0gic.Few readersHow Can You Convert a Lead List to Search Results in LinkedIn Sales Navigator?
To convert a lead list into a search result, simply follow the steps outlined below. Once you have converted your lead list, you can copy the URL and use it to run a campaign in SalesRobot. Click on Lead Filters in the LinkedIn Sales Navigator interface. Scroll down to the Workflows section. Click on the plus icon next to Lead List. (https://storage.crisp.chaFew readers