Product Documentation

SDR Outreach Campaign

Learn how to launch a successful SDR Outreach Campaign with your workflow and email templates.

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HubSpot Video

 

SDR OUTREACH CAMPAIGN

All enrollment triggers, delays, and emails are attached to your workflow and should look like this. Here is an example of your SDR Outreach workflow.

You can choose between a couple of enrollment triggers depending on how your business treats new leads. The most efficient method would be using a form that is tied to when someone downloads content or wants to speak with sales rep. You can also choose to enroll by "Lead status = open" or "Lifecycle stage = lead". 

Feel free to add or edit the delays. For example, if you want to only send on "weekdays", click the "+", then "Delay until a day or time", and then choose the days or times emails should be sent.

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HOW TO EDIT YOUR SDR OUTREACH NURTURE EMAILS

  1. Hover over the module that you would like to edit and click. Alternatively, you can also click the cube icon on the left side to access a list of modules to edit.
  2. A panel will appear on the left listing the different elements you can customize, such as images, copy, text, color and more!

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FIND YOUR COMPANY’S HEX CODE

The editor makes it easy for you to quickly customize these templates based on your branding standards. Check out this quick how to that shows how you can apply your branding colors to the email template in HubSpot.

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ADD ALL RELEVANT SENDING INFORMATION

Once you update your email copy and branding, you’ll need to update and save the emails for automation. This makes sure your emails attached to your SDR Outreach workflow are updated with your changes.

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Have additional questions? Email us at support@campaignwizard.io.