After deciding which sequence you want to use, you should focus on selecting of the best prospects.
In the Prospects step you will find 50 contacts generated based on the criteria you’ve chosen in the Companies and People sections (first steps of Creating a campaign). You can always add more with the Generate more option:
In the Prospects section you can use two views (you can switch between them using the button on the view's right side):
- Prospects - here you can find all generated contacts.
- Companies - in this section, you will see all generated contacts grouped by their companies.
If you want to learn more about the generated prospects, you can click on an individual name and you'll be directed to the Info view. This will give you a full perspective of this person and their company. You can also edit all the information about the contact here, like personal and company custom fields. You can also check the previous communications with this prospect (Logs view). You can also go through prospects one by one, without going back to the list view.
Selecting your prospects
When you’re ready to select who you want to contact, you can either:
- Accept all the prospects and schedule messages to send;
- Go through the whole list and decide about contacts one by one.
If you select individuals, you can:
Accept - add this prospect to the group of contact who will receive a message from you.
Reject - delete this contact from the current campaign. It’ll be possible to generate this person in a different campaign. Once you delete them from Rejected - it'll be possible to generate them once again in this campaign.
Blacklist - remove this prospect permanently from all the future campaigns you will create. You can delete the person from Blacklist - it will be possible to generate them again.
Remember that you can always do bulk actions by selecting a few prospects or companies. This can make your job easier!
You can check the lists of prospects and companies which were accepted, rejected and blacklisted.
Before you schedule a campaign, go to the Accepted section and ensure all the custom fields included in your campaign are filled out correctly. If you see anything you’d like to update, just change the value and it will be saved. Remember that full email addresses will be visible only after accepting contacts.