Step 1: Navigate to GoPerfect's Outreach Dashboard
Step 2: Click "Connect email".
Step 3: Choose between Google and Microsoft based on your Email.
Step 4: Verify successful email Connection connection by seeing the Welcome to Outreach page.
Step 5: Click "Save". This does not start the campaign—it simply signals the system you’re ready to proceed later.
Step 6: Click on "Campaigns".
Step 7: Select Custom Campaign.
Step 8: Add Personalization: Click on the Snippet option to insert personalization fields like First Name or Last Name.
Step 9: Choose the relevant snippet fields (e.g., First Name, Last Name).
Step 10: Type your message.
Step 11: Add Steps: Scroll down and click Add Another Step to create the 4th step message.
💡 Tip: Our experience shows that most replies come after the third follow-up, therefore the best approach is to have a four step campaign for best response rate!
Step 12: Set Time Gaps for Messages. Begin with the first message by clicking Next Business Day and choosing your preferred option.
💡 Tip: Keep in mind: Choose “as soon as possible” if you want the first message sent at the earliest possible time (Our Spam Guard feature ensures emails are sent safely without being flagged as spam.)
Step 13: Click "Save Campaign".
Step 14: Choose primary sender.
💡 Tip: Best practice is to select Hiring Manager.
Step 15: Leave Auto-Archive Off to fully utilize your pipeline, keep Auto-Archive Email-Less Matches toggled off.
Step 16: Save All Settings.
Ready to Start: Congratulations—your custom campaign is now activated and ready to go!
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.