How do I add one or more contacts to email blast, drip campaign, or sales playbook?
To manually send communications to individual contacts, go to Connection > Contacts.
Select the contacts that you wish to reach out to and then click on the vertical ellipses at the top right hand corner of the screen.
This menu will display a variety of ways you can contact your client.
Possible contact outreach actions:
A. View Assets - Review and send documents, images, and/videos.
B. Add to Drip - Add contact to an email drip campaign
C. Send Email - Send and individual email
D. Execute Play - Add contact(s) to a Sales Playbook.
For more information on sending assets to contacts, see:
For more information about how to send a one off email blast, see How do I send a one-off email to contacts?For more information about email drip campaigns, see How to Run, Stop, and Schedule an Email Drip Campaign.
For more information about playbooks, see How do I add contacts to a playbook?Related Articles
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