How do I add one or more contacts to email blast, drip campaign, or sales playbook?
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:
How can I quickly send any asset to a contact?, or...
How do I select and send multiple assets from the asset search page?
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?