Campaign Details
View an individual campaign to review and edit any of the current setup, as well as see prospects, leads, and reports.
Last updated
View an individual campaign to review and edit any of the current setup, as well as see prospects, leads, and reports.
Last updated
From the Campaign Manager view, click into any campaign to open the Campaign view.
Here you can view data specific to your individual campaign. In the below screenshots you will see information about Outbase Campaign. In the campaign view you will see tabs along the top menu:
1. Configure - Settings for the campaign, including messaging, schedule, and audiences.
2. Inbox - A complete overview of responses to the campaign.
3. Prospects - All prospects available for the campaign.
4. Companies - All companies being contacted through the campaign.
5. Leads - An overview of all the leads for the campaign so far, sorted into Positive Responses, Referrals, and Deferred.
6. Stats & Reports - Campaign performance data with detailed breakdowns by industry, company sizes, month, etc.
Read more detail about these views below, or click to see a specific area in more detail.
The configure menu has the configuration and settings for the campaign. here you can review and edit the setup of your campaign.
If you're setting up your first campaign or adding a new campaign to your account, the Create a Campaign section of our Getting Started Guide will help you through this process.
There are three primary configuration settings:
Messaging - define your email content and the messaging sequence.
Scheduler - set who emails will be coming from, on what days, and between what times, as well as daily volumes of sends.
Audiences - define who you will be sending your messages to.
As well as three secondary configurations, that are not necessary to activate a campaign, but are useful additional features:
Exclusions - add exclusions to your account to ensure you don't contact any prospects who have opted out of any communications with your Organizations, as well as any current clients, or people you are already talking to.
Tracking - although Outbase will track clicks and unsubscribes for you, linking your domain directly will allow you greater insight across tools such as analytics platforms you might be using.
CRM Integration - if you're using a CRM then by connecting Outbase your data can be automatically added, based on the rules you define.
Below we'll look at an overview of these configuration settings, for more detail, see the information boxes with links to other sections of the User Guide.
From the campaign view, selecting configure in the Messaging section will bring you to the Campaign Sequence & Messaging view.
Here you can create email templates, add already create email templates, and decide on the timings for your email sequence, using the following areas:
1. SEQUENCE FLOW - Here you define the sequence of your emails following the pattern email - wait time - email -wait time - email. A sequence must start and end with an email. A sequence starts with an initial template and then follow-up emails are added to the sequence.
2. MESSAGE - If you're not using a current template available on your account, the email template area here can be used to create one. Just give the template a name, add a subject line, and then write and format your email content.
3. CHECK WORDING - Outbases check wording feature check your email for spelling, length, and spam terms, to name a few! Although very few templates ever reach 100%, we recommend aiming for 60% or higher to get your template noticed.
4. VARIABLES - Add variables to your templates make them personal and allow them to speak directly to the prospect. Outbase provides set variables for prospects sourced from the Audience Builder, or if you're using your own data you can add your own custom variables here.
If you're setting up your first campaign or adding a new campaign to your account, the Messaging section of our Getting Started Guide will talk you through adding your email copy.
For more detailed information about messaging see the Email Templates section of the User Guide.
From the campaign view, selecting configure in the Scheduler section will bring you to the Sending Schedule view.
Here you can decide on the setup for this specific campaign, by deciding who will be sending the campaign, when it will be sent, and how many will be sent daily:
1. CAMPAIGN DAILY VOLUMES - the number of new prospects contacted each day. This defaults to 50 per day, which is what we recommend per email account. If you are adding more than one account to the campaign you may change this accordingly (e.g. increase to 100 if using 2 different accounts).
2. AGENT ACCOUNTS - this is where you can add the email accounts that will be used by this campaign to send your emails. As above, we recommend keeping the new prospects engaged per day to a maximum of 50 to ensure smooth delivery and avoid any problems occurring on your account. But you can use the sliding scales to weight the daily activity between your accounts. For example, if you are using 2 accounts and want to send to 80 new prospects daily, you could set one account to 50 new prospects per day and the other to 30 new prospects per day!
Can't see the email account you want to use from the dropdown box? Check that it is properly added and connected to Outbase in Email Account Manager.
3. CAMPAIGN SCHEDULE - schedule the start date for your campaign to automatically start sending (if activated) as well as the time zone.
4. SCHEDULE - Choose the days of the week and times you want your campaign to be active and sending. For most campaigns, this might be a standard Monday to Friday from 9am-5pm as in the screenshot above, but if you are prospecting in areas that don't work on Mondays, or if you or your agents always have big meetings on Wednesday mornings, you can adjust this so Outbase is not sending emails when it's not appropriate for you or your prospects. Below there are also options to schedule a pause, for example, if you or the agents are going to be away for a week and would like to pause sends during this time, as well as the option to pause sends on public holidays. If the latter is selected Outbase will pause all campaign sends on days identified as a public holiday based on the location of the prospects in your audience.
5. ADVANCED SETTINGS - determine the number of prospects per company that you can contact daily. This defaults to 2, however, if you are contacting only larger organizations, or if you are running a campaign specifically to a few large companies, then increase this number, otherwise, this will limit your daily sends. E.g. If I was running a campaign targeting Branch Managers at the 10 biggest US-based Banks, if I left this at 2 I would only be able to contact 20 prospects per day (2 prospects at each of the 10 Banks). If I wanted to contact 50 prospects daily in this example, I would need to raise this number to 5 or higher.
If you're setting up your first campaign or adding a new campaign to your account, the Scheduler section of our Getting Started Guide might be useful.
From the campaign view, selecting configure in the Audiences section will bring up the Import Prospects pop-up.
Here you will be focusing on who the campaign will be sent to. Audiences can be created in one of two ways:
By searching and sourcing contact details from the Outbase Audience builder - our extensive professional profile database.
By uploading a CSV file of contact details sourced from your own database or from data supplied by third parties. We refer to these as file-based audiences.
If you're setting up your first campaign or adding a new campaign to your account, the Scheduler section of our Getting Started Guide might be useful.
If you're setting up your first campaign or adding a new campaign to your account, the Audiences section of our Getting Started Guide shows you step-by-step how to add contacts to your campaign, through the Audience Builder, or by uploading a file-based audience from your own CSV file.
For more detailed information about audiences see the Data & Targeting section of the User Guide.
Once a campaign is up and running, you'll need to add more prospects to your campaign(s) monthly, when your new credits are added to your account.
To do this, from the campaign view click Audiences, then Import Prospects:
Then from the pop up select the audience you want to import prospects from - this might be the same audience that you have used previously, or you might have created a new audience to use. Then specify the number of contacts from that audience to import into the campaign and click I'm done.
A further pop-up will appear saying the import has started. Click Okay.
A progress bar will then be shown at the top of the screen. This will disappear when the import is complete and you will receive a notification message that the upload was successful.
The final 3 options in the campaign view are not compulsory when setting up a campaign, so you can start sending emails without worrying about this, but let's look at them briefly below, as they can still help with setting up and managing your campaigns:
1. Exclusions - exclusions allow you to ensure anyone you don't want to contact through your campaign(s) are recognized as such and not contacted through Outbase.
The Exclusions (Optional) section of our Getting Started Guide shows you step-by-step how to add exclusions to your account.
For more detailed information about exclusions, see the Exclusions section of the User Guide.
2. Tracking - Outbase tracks things like clicks and unsubscribes, but if you're using analytics tools, tracking from your own domain will allow these to be tracked through this too.
For more detailed information about tracking and adding your domain see the Domains section of the User Guide.
3. CRM Integration - You can integrate your Outbase data straight into your CRM, saving you time otherwise spent adding details manually.
For more detailed information about setting up your CRM integration see the CRM section of the User Guide.
Moving along the tabs the Inbox menu allows you to view all the responses that have come through for the campaign, as well as categorize these for reporting figures.
This view shows the inbox information for just this campaign. For more detailed information about this view, including how to categorize responses, please see the Inbox section of the User Guide.
The Prospects tab gives you a detailed breakdown of all the available prospects for the campaign, including if they've received the first email, any follow-ups, and if they've responded.
This view shows the prospect's information for just this campaign. For more detailed information about this view, please see the Prospects section of the User Guide.
The Companies tab gives you a detailed breakdown of all the available prospects for the campaign, including if they've received the first email, any follow-ups, and if they've responded.
This view shows the companies information for just this campaign. For more detailed information about this view, please see the Companies section of the User Guide.
The Leads tab shows you where your leads are coming from, as well as the type of lead: Positive Response, Referrals, and Deferred.
This view shows the Leads information for just this campaign. For more detailed information about this view, please see the Leads section of the User Guide.
View the reporting for this specific campaign only from this tab, with a quick visual overview of popular metrics such as Open Rate, Click Rate, Responses, and Leads, but also with detailed collapsable reports below, showing progress by industry, company sizes, month, etc.
This view shows the Stats & Reports for just this campaign. For more detailed information about using reports, please see the Campaign Reports section of the User Guide. The Looking at Campaign Reports section of Monitoring Campaigns also gives some insight into how to look at reports and use the data here to optimize your campaign(s).
