Many Spiro users want more efficient ways of prospecting into new accounts so they can build their book of business. This guide will show you how to set up a campaign of target contacts, and then schedule a sequence of emails to go out to them. You will also learn how you can use the Assistant to efficiently mix calls into your outreach campaign.
Building Your Campaign
To get started, go to the Campaigns tab in the toolbar on the left side of Spiro, then click NEW+ to create a new Campaign. Depending on your role, you can create the Campaign for yourself or other members of your team.
You'll be brought to the Campaign Contacts tab, which holds all the contacts that are in this campaign. Since it's brand new, it should be empty. To add new contacts to your campaign, go to the Add Contacts tab.
Spiro will show all the available contacts, so it's time to filter the list based on Contact or Company criteria. You can filter on fields that exist on the company or contact record, as well as Sales Stage and Engagement. In this scenario, I've made a list of my contacts who are Disengaged. This is a status that has been generated by Spiro when it notices that it's been a while since I've spoken with someone.
I've chosen to add my contacts in bulk by hitting the "select all" checkbox on the left. Spiro will then ask me if I want to add all the contacts that match my filter in case there is more than one page of contacts matching my filter. I can also add individual contacts using the checkbox, and then hitting ADD TO CAMPAIGN.
Once I have all the contacts I want to add to my campaign selected, I can go ahead and add them by clicking ADD TO CAMPAIGN.
Setting up an Email Campaign
Now that you've added contacts to your list, you can start emailing and calling your prospects.
By default, Spiro will send the campaign on your behalf instead of from your email client. If you would like to send the campaign from your email client, please reach out email@example.com so that they can set it up for you. Just be sure that your client does not have daily limits on the number of outbound emails.
You can create an email template from settings, or by going to the Emails tab and clicking NEW.
A drawer will open, and you can start composing your email, using mail merge attributes at the bottom to make sure your email is personalized to each contact in the campaign. If you've built an email template previously in settings, you can select it from the bottom. When you're ready to send it off, you can either send it immediately, schedule it for the future, or even save it as a template to use again in the future. You can find these options in the bottom right corner by clicking on the purple arrow.
If you save the email as a template, you'll also be able to add an opt-out link to the bottom of your email. If someone clicks on this link, future email campaigns to this contact will not be delievered.
If all you want to do is send one email to this campaign, your work is done! If you want to set up a sequence of emails, repeat the process and schedule other templates to be sent out in the future. You can see all the emails that have been sent and scheduled in the Emails tab.
Spiro's email campaigns are also smart: as mentioned above, contacts will be removed from future scheduled emails if they click on the opt-out link.
Contacts will also be removed from future scheduled emails if they respond to an earlier email in the campaign. There's nothing worse than someone responding, and then getting another automated email a few days later, so Email Campaigns will make sure that no wires get crossed while you're prospecting.
If you've set up a sequence of emails to go out, you might want to mix in a few calls to those same prospects, and you can do this really easily using the Call Campaign function. All you have to do is toggle the campaign status to Active, and the campaign will be displayed in your Assistant.
This status does not impact sending emails. It only determines whether a campaign is accessible from the Assistant.
As you work through the list, you can always sort by Last Activity Date and Spiro will re-sort the list. This will move all the contacts you just reached out to and move them to the bottom of the list, so you never lose your place.
When you are on a contact, you can see which campaigns the contact is associated with in the field labeled "Campaigns".
If your organization is using your email client to send Campaigns, the emails sent via Campaigns will appear in the Contact's Timeline as email activity and will appear in our email outbox.
If you are using Spiro's default email client for sending campaigns, the emails sent via Campaigns will appear in the Contact's Timeline as a Campaign activity type.