When adding a step to your campaign, you have four options.
Compose a new email, or use a pre-existing template.
|Use a Template||Select one of your pre-existing templates|
|Save as Template||Save the email you just composed as a new template|
|Add Content||Upload a file to our server and receive a URL (pointing to the content) that can be tracked in your email|
|Attach Files||Attach a file from your computer to the email (23MB size limit)|
Learn the details about your sending options.
Set a reminder to follow-up with a contact via phone. You can also save notes to be used as a talk track during the call.
Following up on multiple channels is a great way to connect with leads. With InMail tasks, you can set up a reminder to reach out via LinkedIn.
Utilize custom tasks when the above options are not applicable. For example, you can invite a colleague to follow up with a lead via email.