Creating an Outbound Campaign
Creating a new Campaign on the Project page
If you do not have a Project already, check out Creating a new Project to get started.
Step 1. Go to the Project where you would like the new Campaign to be created. You can find it via the Search bar at the top of the page or through your Projects tab.
Step 2. Select "New campaign" button on the top-right corner of the page.
Step 3. Choose your type of Campaign: Outbound, Inbound or Referrals.
Please note that you can created an unlimited amount of Outbound campaigns but only one Inbound and one Referrals campaign.
Creating a new Outbound Campaign
Creating a new Outbound CampaignStep 1. Once you have selected the Outbound option for your new Campaign, you need to:
- Name the campaign.
- Select the Sender in the "Send as" section. You can choose yourself "Me" or another Teammate on your Team. *This feature is only available to Essential and Premium users.
- Select the Reply Handler in the "Reply handling" section. If the Sender is yourself, you can only choose yourself "Me". You will have the option to select a Teammate if the Sender is a Teammate. *This feature is only available to Premium users.
Step 2. Select "Next".
Step 3. Create a First Message!
- Select the "Subject" box to draft and edit a Subject Line for the email.
- Utilize the variables to customize and tailor your First Message to each candidate. Check out Variables: {First Name}, {Company}, {Sentence}, {Calendar}, {Signature} for more information on each variable option.
- Need help crafting a First Message? Check out some Example Campaigns Teamable has developed.
Step 4. Select the "Preview" tab to see an example of your message and view a possible outreach to a candidate.
Step 5. Select "Create new campaign" once you are happy with your First Message. You can always edit it after creating the campaign.
Step 6. On the Campaign Settings page, you can adjust a variety of options:
- Edit the Sender
- Edit the Reply Handler
- Edit the Send Days and Holidays schedule
- Edit the Email Tracking option
- Edit the Email Finding option
Setting up your Follow-up Messaging
For more information on setting up your Follow-up Messaging, check out Adding Follow-ups and Adjusting Sending Options.
Setting up your Replies
For more information on setting up your Replies and automated Replies, check out Handling Candidate Replies.