Creating a Campaign

5 minutes to read

Being an effective salesperson means having a repeatable process that you can apply to every opportunity in your pipeline. Use Sales Campaigns to organize your multi-touch, multi-channel workflows and follow up activities . Campaigns help you scale your outreach, keep track of your tasks and stay consistent with your approach and messaging. Here are some examples of when you and your team can leverage a Sales Campaign:

  • While you’re working active opportunities, you can create a Campaign that runs in the background that will help you identify the warmest leads to follow up with.
  • For a longer sales cycle, or if it’s not the right time to buy for a customer, you can create a Campaign to maintain the relationship.
  • In high velocity sales, you might have a higher number of opportunities, but managing that rate isn’t scalable. You can create a Campaign to manage the flow.
  • For expansion sales, like cross-sells, reps can create a Sales Campaign that targets different parts of the organization. 
  • For Field Sales reps, or after you go on an onsite, you can create a follow-up Campaign to remain in contact with the customer.

Step 1: Create Your Campaign

To create your first Campaign, head to the Templates & Campaigns page and select the “New Template or Campaign” button. From here select “Campaign”. Give it a name and select the category it should live in. 

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Step 2:  Add the First Step to Your Campaign

A Sales Campaign can be as simple as a single activity per day. A Sales Campaign can also be as complex as multiple touches across multiple communication channels (email, phone, InMail message or social) on a single day or over a set span of time. The beauty of a Campaign is that it keeps you organized by bubbling up your daily tasks for each contact on a Campaign. 

To add the first step in your Campaign, click the + button. From here choose how you want to start your Campaign. You can choose from an email, a phone call, a reminder to send an InMail message or a custom step. A custom step gives you flexibility to add a step that’s specific to your team or company. An example of a custom step could be social outreach or an internal approval.  Select the first step to continue building out your Campaign. 

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Step 3:  Add Additional Steps to Your Campaign

To add the next step in your Campaign, select the “Insert and Create Next Step” button. You can add any number and combination of steps to a single day. If you choose Email as a step in your Campaign, you will be given the option to choose how you want your email to be sent out. You can set up your email steps to be…

  • Sent out automatically by Tout at a time based on previous Campaign activity
  • A task set up as a reminder for you to manually send out the email
  • Sent out automatically at the time you specify in the step

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Once you’ve built out your Campaign, you’ll have an organized high-level view of all the associated steps. Here is an example of a fourteen day Campaign that leverages a multi-channel, multi-touch approach. 

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Step 4:  Customize Your Settings

Before you launch your Campaign, it’s important to customize the settings. Watch this video to learn how to customize your Campaign settings. The settings you see in this image are the default settings. Don’t forget to click “Save” when you’re done.

Step 5: Share the Campaign with Your Team

To support a collaborative environment within your organization and get better analytics on your Campaign’s effectiveness, we recommend sharing the Campaign with your team. To do so, click “Share” and select your team.

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Tout Tip: You can always un-share a Campaign by clicking “Share” and removing all the teams that have access to it.

Step 6:  Launch Your Campaign

Now that your Campaign is built, it’s time to launch it. You can launch a Campaign from a number of places. Launch it directly from the Campaign view, the Gmail compose window, the Outlook compose window, the Relationships page, Command Center, the Sent folder and the Engaged folder. Essentially you can find the “Add to Campaign” button anywhere you find the Compose button. 

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There are three ways to launch a contact on a Campaign:

Option 1: Add one contact at a time

Option 2: Add selected contacts

Option 3: Add an entire group

Let’s walk through each scenario.

Option 1: To launch an individual contact on a Campaign, click the “Add to Campaign” button. Search for the contact by name or email then select the Campaign.

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Option 2: To launch a select number of people to a Campaign, go to the Relationships tab and select the people you want to add to the Campaign. Click “Add Selected to Campaign” button.

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Option 3: Lastly, you have the option to add an entire group to a Campaign. To do this, head to the Relationships page, select the group and click “Add Group to Campaign” button.

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Step 7:  Complete Tasks

Now that your Campaign has started, you’ll notice the tasks associated with your Campaign appear in the Command Center. Tout will automatically bubble up a daily set of tasks you need to complete to ensure nothing slips through the cracks for your Campaign.

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You have the option to mark each task as complete, success or skip. It’s important to complete each task otherwise the Campaign will pause for that individual or group.

    • Success: Mark as “Success” to stop the Campaign for the individual or group.
    • Completed: Mark as “Complete” once you’ve completed the task and move the Campaign on to the next step.
    • Skip: Mark as “Skip” if you want the Campaign to move on to the next step.

Once you’ve completed all the steps and tasks associated with your Campaign, you’re done!