Creating Campaigns

Overview

Creating a basic campaign in Salesnode is your first step toward automating cold outbound email outreach efficiently. This quick tutorial will guide you through the essential configuration fields and core concepts so you can set up a campaign in just a few minutes. Understanding these basics will help you organize your contacts, control sending schedules, and ensure successful email delivery.

Setting Up Your Campaign

When you start creating a campaign, you will configure several key fields that define how your campaign operates. These fields help organize your contacts, determine when emails are sent, and ensure your campaign runs smoothly.

1. Campaign Name: This is an internal identifier to help you easily find and report on your campaign.
2. Connected Table: Choose an existing table or create a new one to store your campaign contacts. The table must contain an email column.
3. Email Column: Select the column in your table that holds email addresses. Duplicate emails are automatically skipped, and validation happens before sending.
4. Weekday Restrictions: Decide if emails should be sent every day or only on specific days.
5. Sending Time Window: Define the daily hours during which emails are allowed to be sent.
6. Campaign Timezone: Set the timezone to align sending times with your target audience.
7. Automatic Updates: Enable the campaign to update automatically when new contacts are added to the connected table.
8. Creation Behavior: Campaigns start as drafts, allowing you to edit sequences and validate settings before launch.

How to Create a Basic Campaign

Follow these steps to create your first campaign:

1. Navigate to the Campaigns tab in the main menu.
2. Click the Create Campaign button.
3. Enter a descriptive Campaign Name for easy identification.
4. Select an existing table or create a new one under Connected Table.
5. Choose the appropriate column for emails under Email Column.
6. Set your desired Weekday Restrictions for sending.
7. Define the Sending Time Window and select the correct Campaign Timezone.
8. Enable Automatic Updates if you want the campaign to sync with table changes.
9. Save the campaign as a draft to review sequence templates and settings.

Best Practices for Campaign Setup

Setting up your campaign correctly from the start maximizes deliverability and engagement. Here are some recommended best practices to follow when configuring your campaign:

1. Ensure Email Column Quality: Clean and validate your email list before activating the campaign to reduce bounces.
2. Align Timezone with Audience: Set the campaign timezone to match where your primary contacts are located for timely delivery.
3. Start Conservatively: Use conservative sending limits and time windows to avoid overwhelming mailboxes or triggering spam filters.
4. Use Auto-Sync with Conditions: If you enable automatic updates, apply conditions to verify or enrich contacts before adding them to the campaign.
5. Test with Small Segments: Run initial tests on a small group to identify any issues before scaling up.

Why Testing Matters

Testing your campaign on a small audience helps you catch problems like incorrect email columns or sending outside preferred times. It also lets you refine messaging and targeting for better results.

Troubleshooting Common Issues

Even with careful setup, you may encounter some common issues when running campaigns. This section will help you quickly identify and fix them.

• Contacts Not Added: Check that your connected table has a valid email column and that automatic sync settings are enabled correctly.
• Emails Not Sending: Verify mailbox sending limits and ensure your weekday and time restrictions allow sending at the current time.
• Wrong Send Time: Confirm that the campaign timezone matches your intended schedule.

Troubleshooting Tips

1. Double-check that your table contains a properly formatted email column.
2. Review mailbox assignments and daily sending limits.
3. Adjust weekday restrictions and time windows if emails are delayed.

Summary

Creating a basic campaign in Salesnode involves naming your campaign, connecting a contact table with valid emails, setting sending schedules, and optionally enabling automatic updates. By following best practices and testing your setup, you can ensure your campaign runs smoothly and reaches your audience effectively. Use the troubleshooting tips to resolve common problems quickly and keep your outbound efforts on track.