Campaigns - Building Out A Campaign

A cold outreach campaign is your strategic method to send emails and LinkedIn communications to individuals or businesses, with the aim of generating leads, booking meetings, or building relationships.

It involves identifying a target audience, building a relevant prospect list, crafting personalised and compelling messages using our bespoke custom generative AI models, and sending them in a sequence through our automation tools.

Your first campaign will be created by us and will be ready for customisation as soon as your contract starts and you receive your credentials.

Once your first campaign is available you can duplicate or delete it. To duplicate or delete your campaign click on the three dots on the right hand side of the campaign name and select Duplicate Campaign or Delete Campaign.

Duplicate campaigns might contain different messaging, A/B testing of sequence steps and different segments of leads to target. For example, you might have a ‘North America’ campaign that works on US timezones, and an ‘EMEA’ campaign that runs on a European timezone.

Once you click into your first campaign, you will have a number of options to review such as the Sequence Editor, Prospects, Campaign Settings and more. Below you can find a detailed breakdown of these options.

Sequence Editor lets you build and customise your campaign steps. Each campaign always starts with a generative email using our custom AI model created specifically for you based on the sales collateral data provided during the onboarding stage. On top of that, you can also add additional steps such as Wait steps, Templated email steps and LinkedIn connection requests and messaging steps.

Each actionable step (Templated emails and/or LinkedIn steps) must have a Wait step in between. Wait steps are set to 7 days by default but can be adjusted. You can add as many steps to your campaign as you like, however we do recommend limiting your campaigns to no more than 6-7 steps over a period of a month.

Before you start building your campaign steps, we strongly recommend that you review and update the subject line of the generative email in Step 1. While our AI model will generate the body of the email for you automatically, the subject line must be manually created.

As a general rule we recommend keeping the subject line short (ideally no more than 3-5 words) and include your company’s name and the prospect’s company name (you can utilise one of the available dynamic variables to automatically pull info from the prospect list).

We like using “Perlon AI & {{prospectCompanyName}} partnership” which seems to work well for both deliverability and open rates.

To delete a campaign step click into the desired step and click on Delete Step.

Campaign Settings let you control mailboxes, scheduling, delivery & volume as well as export campaign data.

In this section you will be able to review and connect/disconnect available mailboxes to your campaign.

This section lets you control the campaign schedule.

Under Email Sending Days you will be able to select which days of the week you want to send emails. To set the Sending Days, click on the desired days of the week and click Save once done.

Under Email Sending Times you can set the exact time frame of when the emails should start and stop. Click on the clock symbol under Start Time and End Time to change the Sending Times and then Save.

Under Email Sending Timezone you can select a timezone for sending emails. The Sending Times and Days will follow the Timezone selected. Click on the dropdown to select a timezone. Make sure to save changes afterwards.

This section lets you control the deliverability settings.

Under Open Tracking you will be able to enable/disable Open Tracking to monitor when your recipients open emails in real-time. This feature helps you measure engagement and optimise your campaigns based on open rate data, allowing you to refine your content and improve overall performance.

Under Email Verification you will be able to enable/disable Email Verification to verify email addresses and filter out catch-all domains for more accurate delivery.

In this section you can set the daily email limit. We recommend starting with no more than 25 emails per mailbox per day to ensure better deliverability and long-term mailbox health. If you have multiple mailboxes connected to a campaign we will split your email volume evenly across these mailboxes.

For example, with 2 mailboxes connected you can set your daily limit to 50 emails. Our system will then send 25 emails per mailbox per day.

This section controls the Auto Send feature. When enabled our system will automatically send AI-generated content to your prospects. By disabling this, you will need to review all AI-generated content in the "Pending Approval" section of the main menu.

This section lets you export your campaign data into a .CSV file including prospects, replies and progress.

Click on the Delete Campaign button if you wish to completely delete a specific campaign.

In this section you will be able to bulk upload your own leads, review and delete individual prospects as well as easily monitor each lead’s journey throughout the campaign.

Before uploading your prospect data into Perlon AI we strongly recommend ensuring that your data is correctly compiled into a .CSV or Excel file. Download our template file with examples to better understand what data to include and how it should be formatted to avoid any potential issues during the upload process.

To upload your prospect data, click on +Upload Prospects and drag and drop your file into the provided field.

Once you have loaded the file, a new pop up will appear where you will need to map the data from the file to match those in our system. At least 5 columns must be mapped before the file can be processed. These fields are:

Other fields are available but not required.

To map the required fields, simply click on the dropdown under PerlonAI Property and select the entry matching the data from your file.

Once all of the required fields have been populated, you will see the total number of prospects that will be loaded at the bottom of the pop up. Click Continue to load the prospects into your campaign. You can always review and perform the final check once the list is loaded.

Once you have loaded your prospects (be that your own or from our Prospect Search) you can review and search them under the Prospects tab. The list contains prospect names, emails, company names as well as the step counter and a status indicator.

The step counter displays the exact step where each prospect is currently at during the campaign. The Status indicator tells you additional details of actions performed during the current step as well as indicates if prospect info has any bad data such as invalid email address.

Finally you can delete any unwanted leads by simply clicking on the Trash Can icon on the right hand side.

The Analytics section provides you with all the important performance metrics for a selected campaign at a glance. You will be able to see the total number of emails sent, reply & open rates, click through rates as well as bounce rates.

You can select different date ranges (total, today, last week and last month) to see how your campaign performs overtime. As well as drill into each step of the campaign individually.

Sales Collateral sections lets you review and update information that you have provided in the form during the onboarding stage. Any changes made will update your AI model used to create the generative emails in your campaign. Each option of the Sales Collateral section closely follows that of the form you would have submitted when first starting your campaign.

To make changes, simply add or edit available information and click Save or Continue to move onto the next step.