When adding a step to your Sales 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.
Tasks are a powerful tool when sending a Sales Campaign to a contact, especially if your sales process is multi-channel/touch.
Task to send an Email and Task to Call a contact are the most common uses for Tasks in Sales Campaigns.
You can also make a “Task to Inmail” a contact on LinkedIn if that’s part of your workflow. You can also make a custom task to remind you to invite them to a happy hour, ask about their charity event, or check-in after game 5, etc.
The most important thing about Tasks in Sales Campaigns, you have to complete the task in order to trigger the next step.