A cold outreach campaign is a series of steps: a LinkedIn invitation, an e-mail a few days later, a call. In Campaign templates (Menu > Manage Outreach and campaigns, or the gear on an Outreach list) each campaign now shows a small picture of its steps and a Steps button, which opens the whole campaign in one window.
- Each channel is a row: Silent, LinkedIn, Email and Phone. A step sits on the row of the way it is done, and the steps run from left to right in their order.
- The days sit on the line between two steps: the working days until the next step. Press the number to change it.
- Under the last step is when a lead closes by itself, such as Closes after 7 days; 0 reads Does not close by itself.
- Press a step to open its window, with its AI Template and Flexible Template, and Call settings on a Phone step.
- Administrators add a step with Add step on a row or the + between two steps, and drag a step to another row or another place. A new step appears at once, and its window waits until you press it.
- Silent is for a step your team does and records without sending anything, such as following someone.
- On a phone, a step's Channel and its arrows move it.
For a new campaign, the Outreach campaign wizard is still the quickest way: New Campaign offers it first.