Chapter 3: Create your first cold email template, cold prospect list and lead generation campaign
Estimated time to complete: 20 minutes
The steps in this chapter are based on an assumption that you already have a business strategy put together which addresses the of your . If this is something you need help with, please feel free to contact us and we’ll gladly give you some guidance.
Reaching the with the right offer is going to dramatically increase your and . We recommend looking into guides online that can help you craft your unique . That content can be repurposed into to your .
From the “CRM” tab, you’ll see the “Templates” button at the top and you can click “Create New Template”. You have the ability to save as many templates as you want, send test , and generate previews. Templates can be assigned to different users if you want to have someone join in and manage your .
From the campaign screen, you’ll see many unique default macros that you can be used in your template. It’s important to remember that our software will also create other macros after you import a list or add prospect data.
Fun Fact: Personalized subject lines increase by 26%.
You’ll notice a gallery of templates and scripts at the top of the screen. If you want to use a custom template that matches your brand you can also import HTML.
Pro Tip: For the initial on a campaign, you should avoid using images and links. A simple text email is best, make sure it’s personalized to your . Coming up with a very clear question that leads to the solving of a problem for your is a sure-fire way to get your and land them as a or customer.
Now, you’ll want to import a list of data. Later on, we will be going through how you can use WOWlutions to get as much data as you want.
From the “CRM” tab you’ll see the “Lists” button at the top and you can click “Create a New List”. Make sure you give your list a name that has a clear definition because you’re soon probably going to have hundreds of lists. Again, you can assign the lists to different users if you have someone else on your team managing or for specific campaigns.
When you import your list you will have the ability to assign macros to your columns. If there isn’t a default one available you can create custom macros. Be sure to keep a note of all your macros for each list in a spreadsheet or in your internal documentation somewhere, we use Microsoft OneNote for this.
Pro Tip: The richer your data, the more macros you can create, which means more .
Note: Be sure to not import lists of more than 5000 contacts, this is the max list size you can assign to a single campaign (you can assign each sender to a different campaign). If you are on Mac OS X, you can easily follow this tutorial by Eikhart and if you’re on Windows you can check out this free tool by ERD Company.
Next, you’re going to select the “Campaigns” tab and “Create a New Campaign”. From here, you can send a one-off email or you can create a sequence that would contain .
Most of the fields shown here should be self-explanatory so we won’t go through them all. However, we will share with you our strategy in regards to configuring sending times and delays.
Remember, we’re sending just 40 per day per sender.
In this example, our is in the United States and we want to reach them in the middle of the day. We’re going to set our sending schedule to the Mountain Standard Time and between 9 AM and 3 PM.
Okay, let’s do some math.
40 in 6 hours is roughly 7 per hour. 60 minutes divided by 7 means our max delay timer should not be HIGHER than 8 minutes, if we want to get all of the sent.
We will then put in a minimum delay of 4 minutes so that the range feels natural but also doesn’t run the risk of sending emails too quickly.
For your business, you may have a 10 or 12-hour time frame for sending to your , in which case your delay could be set as high as 18 minutes with a higher minimum delay such as 8 minutes.
You’ll definitely want to leave “track clicks” and “track opens” checked.
Pro Tip: Designed with the in mind, with WOWlutions you can automatically move a prospect that opens an email or replies to an email to a separate list. For this reason, we never start a campaign out on a sequence but instead wait to create till after the initial is complete and action has occurred. If no action occurs, those “dead” prospects are stripped clean from our list to ensure maximum optimization for our sender account. We will circle back down the road and attempt to re-engage with them. When we do this, we will often reposition the and try using a different . Often times, you may just need to build a relationship with them first by sharing valuable content (like this guide :-).
You’ll notice that there is a checkbox for “Custom reply To / CC / BCC”. If you don’t want to use our “All Replies” master inbox, you can set an email address for where all your replies will be sent to. Oftentimes people might set this as the official non- address they use from their @mainwebsite.com email sender account (which you could always connect to WOWlutions and use also).
The CC feature could be used on a campaign where you are responding to a large number of replies and you want to include someone else from your team to help with responses. The BCC is often used to integrate into a 3rd party tool like a CRM, where you could log the contact data and into HubSpot or ActiveCampaign for example.
Chapter 3 Action Items:
Create your first template
Create and import your first list
Create your first campaign