Campaigns

Creating Email Campaigns in FirstSales.io

11min

Overview

This guide provides detailed instructions for creating and managing email campaigns in FirstSales.io. Part 1 covers the initial setup through the scheduling configuration.

Prerequisites

  • Active FirstSales.io account
  • Email account configured
  • Contact list prepared
  • Campaign content ready

Campaign Creation Process

1. Initial Setup

  1. Log into your FirstSales.io dashboard
  2. Click the "Create Campaigns" button in the top right corner
  3. Enter your campaign name in the popup dialog
  4. Click "Create Campaigns" to proceed

2. Contact Selection

  1. Navigate to the "Contacts" tab (Step 1 of 6)
  2. Use the "Select Condition" dropdown to filter contacts:
    • Created before
    • Created after
    • In list
    • In segment
    • Tags
  3. Apply filters as needed using the "Apply filter" button
  4. Preview selected contacts in the contact list below
  5. Click "Next" to proceed

3. Email Configuration

  1. Navigate to the "Sending" tab (Step 2 of 6)
  2. Configure email settings:
    • Add CC recipients (optional)
    • Add BCC recipients (optional)
    • Set up Reply-To email addresses
  3. Configure recipient settings:
    • Send text only (toggle)
    • Track clicks (toggle)
    • Track opens (toggle)
  4. Set priority options:
    • Prioritize new
    • Prioritize follow up
    • Don't prioritize anything
  5. Configure opportunity settings:
    • Enter cost per reply
  6. Enable/Disable "Stop sending email on reply"

4. Schedule Configuration

  1. Navigate to the "Schedule" tab (Step 4 of 6)
  2. Select your timezone from the dropdown
  3. Choose schedule settings:
    • Working hours (default) Monday to Sunday
      • Set "From" time (e.g., 9:00 AM)
      • Set "To" time (e.g., 2:00 PM)
      • Specify number of email accounts
    • Add additional time slots if needed
  4. Or select "Custom" to:
    • Choose specific days
    • Set custom time intervals
    • Define custom sending speed

5. Sequence Configuration

  1. Navigate to the "Sequence" tab (Step 5 of 6)
  2. Set up the email sequence flow:
    • Click the "+" icon under "Start Sequence"
    • Configure initial email:
      • Enter step name
      • Set wait duration (or select "Send immediately")
      • Customize email subject with variables (e.g., {{firstName}})
      • Draft email content using the rich text editor
      • Add email templates if needed
    • Click "Create Step Node" to add the email to the sequence

Branching Logic Configuration

  1. Create conditional branches based on email interactions:
    • Add Yes/No paths after opened emails
    • Configure different follow-up sequences for each path
  2. Set up alternative flows:
    • "Appointment Setting Agency Services"
    • "Enterprise Services"
    • "Tech Industry Appointment Setting"
  3. Configure wait times between sequence steps
  4. Add additional steps using the "+" icon

6. Campaign Summary & Launch

  1. Navigate to the "Summary" tab (Step 6 of 6)
  2. Review campaign details:
    • Email sent credits
    • Available credits
    • Campaign name
    • Number of contacts
    • Recipients (To, CC, BCC)
  3. Verify sending options:
    • Recipients settings
    • Tracking configurations
    • Priority settings
  4. Confirm scheduling options:
    • Time zone
    • Working hours
    • Sending windows

Best Practices

  1. Email Content:
    • Personalize subject lines
    • Use appropriate variables
    • Keep content concise and professional
    • Include clear call-to-action
  2. Sequence Design:
    • Space out emails appropriately
    • Create relevant branches based on engagement
    • Limit sequence to 4-5 touches
    • Include variety in messaging
  3. Campaign Management:
    • Monitor campaign metrics
    • Test sequences with small groups
    • Regularly update templates
    • Clean contact lists

Troubleshooting

  1. Common Issues:
    • Check email credits
    • Verify contact list quality
    • Confirm email authentication
    • Review spam score
  2. Performance Optimization:
    • Analyze open rates
    • Track click-through rates
    • Monitor reply rates
    • Adjust timing based on data



Updated 01 Dec 2024
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