Campaign Step Types campaign-step-types

When adding a step to your campaign, you have four options.

Email email

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.

Call call

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.

InMail inmail

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.

Custom Task custom-task

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.