Tasks are different types of steps in your sequences. Thanks to adding more options than just automated email outreach, you'll be able to build more engaging and effective campaigns.
You can create and add tasks in the Sequence view. When you build the step of your sequence, you can decide if you'd like to send and email, make a call, connect on LinkedIn or create the custom action.
Types of steps
You can choose 5 different step types when you add the next step to your sequence:
- Manual email
- Custom to-do
Email and Manual email
There are two types of emails that you can add to your campaigns. You can pick the type of the email when you select the type of task.
The Email (automatic message) is a regular Growbots email which will be sent automatically at the selected time.
The manual message is an email which needs to be approved before we will schedule it. What does it mean? When you schedule a manual message, we'll create a task for you. You'll need to enter the email and mark the task as done. This type of emails may be useful if you'd like to personalize your follow-ups for prospects who already opened your emails. You can simply approve emails for less engaged prospects and personalize the ones for the ones who clicked on links or just opened earlier messages.
The manual message can be sent only after your approval. We will still take into consideration the sending time criteria and your limits.
The next type of step is the call. The template for this task can include a call script with prospect's data - you can use custom fields here and we'll add correct data for each person.
When you enter your scheduled calls in the Tasks section, you'll see the special view for this task with headquarters phone number, personal phone number, notes and defining the result of the call.
If you don't see the personal number to the prospect, you can click on Request button. We will try to find a number for you and you should be able to see it in no more than 20 seconds! If you'd like to request the number for imported prospect, we will need their first name and last name (not only email address).
You can mark the call as done only after you define what's the result of the call. First, pick if you were able to connect with the prospect. Here are all available results:
- Not interested
- Gave a demo
- Wrong number
- Left voicemail
- Not connected
When you select connect on LinkedIn, you can write the template of your message and later you can just copy it and paste in your LinkedIn invite.
When you open the task in the Tasks section, we'll display the template and link to prospect's LinkedIn. To make the process easier, you can click on Copy message to automatically copy the content of the message.
To-do is a custom task that can be anything you want. You need to simply mark it as done to trigger the next steps of your sequence.
NOTE: Right now you can create and browse call, LinkedIn and to-do templates in the sequence view.
You can find all tasks in the Tasks section under Activity (previously called Outbox). This is the only section in our app where you can see the list of your tasks or check if a specific prospect has a task assigned.
On the task list, you'll see all tasks with their dues dates from the most urgent, to the one with the most time left to complete. All overdue tasks will be highlighted in red. You can enter the task (to close it) by clicking on prospect's name. When you close one task, you'll be automatically moved to the next one. We're displaying only tasks which are the next step in the campaign. If you schedule a campaign with 2 different tasks, we'll show only the first one in this section. Of course, if you complete it, the next one will show up.
If you work in a bigger team, you can easily switch the task list to show only your activities.
Each task is scheduled for a specific time, which is its due date. To help you manage your tasks on daily basis, all tasks are kept active until midnight of the day they're scheduled for. If you have scheduled the next step for the same day (eg. 2 hours later), the task will become overdue, when the next step is due.
When the task becomes overdue, we will pause the entire sequence and change prospect's status to Overdue. All overdue tasks are displayed at the top of the list and are highlighted in red. When you mark the task as done, we will automatically reschedule the rest of the sequence.
Skip & Reschedule
To help you manage your task list we added to options: skipping and rescheduling.
Thanks to the Skip option, you can easily move your sequence to the next step. It's particularly useful when you don't have the time for calls and would like to send the follow-up instead or if the needed LinkedIn link is blank for the selected prospect. To skip a task you need to enter it and select Skip. The sequence will move to the next step.
If you see too many tasks scheduled for one day, you can easily reschedule them in the task view.
Sending limits vs tasks
Sending limits aren't applied to tasks other than email. This means that you can have a lot of different tasks piled up for the same day. We're aware that you can't make 100 calls a day or send 1000 LinkedIn invites a day and we're working on building a limiting system for tasks as well.