Step 1: Navigate to GoPerfect's Outreach Dashboard
Step 2: Click Campaigns.
Step 3: Select Custom.
Step 4: Remove or add steps to build out your campaign with the outreach mediums of your choosing:
Click the Remove button to remove a step.
Scroll to the bottom and click Add Another Step to add an additional step.
💡 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 4: Select which message mediums you want for each step.
Step 5: Type your messages.
Step 6: Add personalization tokens by clicking on the button shown and choosing from the options.
Step 7: 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 SendGuard feature ensures emails are sent safely without being flagged as spam.)
Step 9: For emails you can choose to send them as a reply to first email by clicking the button shown so they stay in the same email string, or you can choose to send it as a new message and input a different subject line.
Step 10: Save campaign by clicking the Save Campaign button.
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.