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