How to create email campaigns through Spotter - Spotter V2

In order to optimize the work routine with Spotter's own resources, Exact Sales developed the creation of email campaigns through email cadence.

Using this feature, Spotter users will be able to automate their sending of marketing emails and obtain exclusive information about the created campaign.

To create a campaign in the email cadence it is necessary to have registered at least one contact list and a   template   configured so that the campaign emails are sent correctly.

See the article  :  Creating a   Lead  List to learn more 

See the article  :  How to Create   Email  Templates     to learn more

IMPORTANT  :   Accessing the e-mail cadence is only possible with the Manager or Pre-salesperson profile with permission. 

Follow the steps described below to learn how to create an email campaign quickly and easily.

1.   Log in to the  Exact Spotter  page . 

a. Enter your email and password, then click   Sign In  .

2.   After   login, access   the   E-mail Cadence   >   Campaign   >   Create Campaign menu  . 

Configure campaign

3.   Set the campaign name

4.   Select an account to be the sender of the email or check the option   Each contact will have your pre-salesperson as the sender  .

5.   Select the list of contacts (  leads   or   prospects)   to send the campaign 

6.   Enable the checkboxes as per your need 

Exit Conditions:  Conditions where the lead would be removed from the Campaign. If one of these is selected, the lead will be removed from it according to the Sale/Scheduling and will not receive the next scheduled emails. A note will also appear on this lead's timeline informing the Campaign's removal action. 

Creating send sequence

7.   Define the name of the   Stage  , how long after the creation of the campaign it will be triggered and thee-mail  template that will be used to send the campaign.

IMPORTANT  :   [DYNAMIC LIST]  The e-mail is sent to the Dynamic List contact after reaching the time (criterion) configured for the Campaign Stage (Quantity and Unit). Reinforcing that the dynamic lists feature is only available from V2! 

Example:   When the contact reaches the criteria defined in the creation of the dynamic list, the campaign trigger will be “  3 hours”   after it has reached its insertion criteria. 

You can create multiple campaign steps, including shipping conditions (from step 2) based on recipient interaction (or lack thereof). 

By clicking on the More   icon   (  ), from the second step, Spotter gives you two sending options:

New email: Send a   new email   in this step

Same   thread  : Send as   reply to previous email

To delete the step, just click   More   (  ) and delete.

IMPORTANT  :   You can create up to 3 steps per email campaign. Need more steps in your campaign? Contact us!  

8.   When finished with the settings, click   Save  .

campaign status

Scheduled : Campaign has not started yet, so  edits   can still be made   to the campaign

Active  : Campaign in progress. It is possible to pause or end the campaign before the established deadline. To delete, finish it first.

Finished  : Campaign finished. Deletion  can be made    if necessary.

IMPORTANT  :   Campaigns with Active, Finished or Paused Status  cannot  be edited!

That's it, now your campaign has been created, configured and sending the email is automated. 

See the article  :  Understand the Email Cadence Dashboard    to get your campaign data.

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