1. What is a campaign in DeftSales? A campaign in DeftSales is a series of scheduled emails, text messages, and Next Calls (outreach calls) designed to automate your email outreach to prospects until they respond. The campaign stops automatically when a lead responds or can be manually stopped if necessary.
2. How do I create a new campaign? To create a new campaign, navigate to the Campaigns screen from the Settings menu. You can start building a campaign from scratch by clicking on "Create a New Campaign" or import an existing DeftSales campaign from another account.
3. Can I edit a campaign after it's created? Yes, campaigns can be edited to tailor each step to your unique approach. You can personalize email steps, test campaign emails for accuracy and formatting, and include opt-out options in your emails. To edit a campaign, select it from the Campaigns screen and make the desired changes.
4. Why does my campaign say "(Unapproved)"? The "(Unapproved)" label indicates that the campaign has not been reviewed and approved by you. It's a visual indication only and doesn't impact the campaign's functionality. To remove this label, simply check the "is approved" box after reviewing the campaign's content.
5. How to activate my campaign? Before activating your campaign, make sure to test and approve all messages. You have two options for assigning a campaign:
6. What are campaign analytics, and how do I access them? Campaign analytics provide insights into your campaign's performance, including the number of messages sent, responses received, and meetings booked. You can access analytics from the Campaigns Screen, allowing you to filter data by time period, lead source, or territory for a detailed performance review.
7. Can I assign a campaign to a specific lead source? Yes, to assign a campaign to a specific lead source, navigate to the Lead Sources Screen. Here, you can link a chosen campaign to automatically engage each new lead from that source, automating outreach efforts.
8. What should I do if a lead responds to a campaign? Once a lead responds via call, text, email, or scheduled meeting, the campaign automatically stops. You can then engage with the lead directly to further your interaction. You have the options to 'resume campaign' or 'assign campaign' based on your needs.
9. How can I ensure my campaigns comply with TCPA regulations? DeftSales campaigns are designed with compliance in mind. Ensure your campaigns only call or text within the allowed hours (8 AM to 9 PM local time of the lead) as per the Telephone Consumer Protection Act (TCPA) guidelines. Immediate text messages and emails are sent out accordingly to comply with these regulations.
10. How do I import my email signature? Importing your email signature into DeftSales enables you to personalize every email you send as part of your campaigns. To import your email signature, go to the Email Settings screen in DeftSales and follow the on-screen instructions. This may involve copying and pasting your signature from your email client or uploading a file containing your signature. Once imported, your email signature will be automatically added to the end of all campaign emails sent through DeftSales. This feature ensures that each email maintains a professional appearance and provides your contacts with essential information about you, such as your name, position, company, and contact details. It adds a personal touch and enhances brand recognition in your recipients' inboxes..