Outbound to a target list

Result: a segment of verified leads and an email sequence that sends from your Gmail or Outlook once you approve it.

What you need

• Gmail or Outlook connected in Integrations
• Your company and ideal customer filled in under Company and brand

Steps

1. Build the list. Hire the Prospector and give it job titles, industries and a count. It asks once if the list costs more than 500 credits, then saves one list to your CRM. If you already have leads, import them instead.
2. Check the segment. Open the list under Segments. Remove anyone you don’t want to contact.
3. Write the sequence. Create an email campaign and point it at the segment. The Email Sequence Agent writes the first email and the follow-ups into the campaign.
4. Approve. Nothing sends until you approve the campaign launch. Read the copy and the recipient count first. See Approvals and guardrails.
5. Watch replies. Opens, clicks and replies show on the campaign and on each contact.

One-off emails

For a single high-value prospect, use the Email Outreach Agent. It researches the person, checks the address, drafts the email and sends only when you ask.

Related

• Send your first email campaign
• Credits and billing