Follow the steps below to get started:
Navigate to Sequences
- On the side navigation, click on the Campaign dropdown and select Sequences.
- On the Sequences page, select the sequence you'd like to add an email step to. If you haven't created a sequence yet, you can quickly create a new one.
Add Email Step
- Click on the Add Step dropdown in the top-right corner of the page, then select Email Step. This will open a multi-step slide-out with Basic Setup and Advanced Settings.
Basic Setup
This tab lets you quickly set up your email step using simple, essential options. It's designed for a fast and easy setup process.
Email Mode
Select your preferred email mode to determine how you want the campaign messages delivered to your customers or prospects. There are two emailing options available: Automated or Manual.
- Automated Emailing This mode lets you send bulk email messages with less effort. The campaign messages will be sent to your audience automatically when triggered by a specified date, event, or contact activity that you select.
- Manual Emailing This mode requires your team members to manually send the campaign messages to your prospects or customers. When an email step is due, an email task will appear in the assigned rep's task slide-out, and they will be responsible for clicking the “Send” button to deliver the messages to your audience.
If you choose the manual emailing mode, you’ll need to set your routing options to specify how the email messages in the campaign will be distributed among the team members assigned to the sequence. The available routing options are:
- First come, first serve With this routing option, the email messages will be routed to your team members based on their availability.
- Split Evenly This routing option distributes the email messages evenly across the team members assigned to the sequence. For example, if you have 100 contacts to reach out to in this campaign and 5 teammates assigned to this sequence, each team member will be given 20 contacts to send an email to.
Send From
Click on this dropdown to select an email address from the dropdown menu to send email campaigns from.
Important Note:
- Multiple email addresses can be used to send the email campaign.
- Ensure that the email address(es) you've selected for this campaign are assigned to you or the team/team members that will be sending the email campaign messages.
Email Message
In the email message box, compose the campaign message that will be sent out to your audience. You can create multiple variants of the same message to be sent to your audience. To create multiple variants, click on the + symbol and compose another variant.
Select Preferred Emailing Window
Choose the days and times you want the Email campaign to be triggered. The options available are:
- Any day at any time: As the name implies, selecting this option will result in the email campaigns being triggered at any time during the day that you specify.
- Custom day and time: With this option, you can specify the day(s) and time of the day when you want the campaign to be triggered. To configure this option, follow these steps:
- Select the Custom day and time option.
- Choose a day of the week e.g. Monday, then click + Add new time block.
- Set the start and end times for the email campaign step. Please keep in mind that you can add numerous time blocks to each day. E.g. 9am - 12noon, then 1pm - 5pm. This example leaves a 1-hour gap to mirror a typical work schedule.
- Repeat these steps for Tuesday through Friday to set up time blocks for the entire work week.
- Next, select a timezone for the campaign to run in. Ideally, you want to select the timezone that best fits the location of your audience so that messages are sent at an appropriate time during the day.
Once you're done, click Save.
Advanced Settings
For more detailed control, the Advanced Settings tab offers extra options. Here, you can customize more settings for your email step, giving you more flexibility and precision.
Daily Start Count
Specify how many prospects or contacts you'd like to add to this step daily. The two options available are Unlimited and Per day.
- Per Day: This option lets you put a cap on the number of contacts that will be added to the step each day. For example, suppose your audience consists of a thousand prospects, but you only want to send messages to 100 prospects per day, simply select the Per day option and specify the maximum number of contacts you want to email per day.
- Unlimited This option adds everyone in your audience to the step at the same time subject to the availability of your Reps and the specified emailing window/cut-off time for the campaign each day.
Mark Contact as Finished in Sequence When There is a Reply
Toggle on this option to mark contacts as finished and exit them from the sequence after receiving a response from the email campaign. This means they won't receive any additional follow-ups or steps in the sequence.
Tracking Options
Track email bounces
Toggle on this option to track email bounces.
Track out of office responses
Toggle on this option to track out of office responses.
Track Email Opens
Toggle on this option to receive a notification every time a recipient from your campaign opens or reads the campaign message.
Track when links in your email have been clicked
Toggle on this option to receive a notification whenever a link in your email is opened.
Note: Link tracking increases the likelihood that your emails will land in your recipient’s spam. For best campaign results, we don’t recommend enabling this feature.
Sent Via Distrobird
Toggle on this option to include a ‘Sent via Distrobird’ signature in the email messages.
Note: This signature is included by default for the free and startup tiers, however, it is optional for other tiers.
Add a Signature
- Use each member's signature
Select this option if you want the signature of the team member who sent the email to appear at the end of each email message.
- Create new signature
To create a new signature follow these steps:
- Select Create new signature
- Next, compose your email signature. To insert variables, click the insert variable icon and add as many as you need.
- You can also customize, bolden, or italicize the text as desired.
Email Type
- Follow up to previous email
Select this option if you would like to have the email campaign sent as a follow-up to a previous communication with the recipient.
- New Thread
Select this option if you would like to have a new email thread created for the email campaign.
When you're finished, click Save.
If you have additional questions regarding email campaigns in Distrobird, do not hesitate to contact us at hello@distrobird.com. A member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.
Happy selling!