To set up your first campaign, it's important to know that there are three main elements:
Email flow: used to contact influencers
Influencers: the ones you add to the campaign to collaborate
Dealflow: where you manage each partnership and the whole campaign.
So, now you can proceed with the following steps:
Step 1: Email flow: This is our email automation which includes the initial contact email, plus the follow ups you can set up to be sent automatically if you don't receive a response.
Head over to the Email Flows page and click on "Create New Flow"
Write the subject and email body. Remember the best practices for email writing so you don't land in spam!
To add a follow up, scroll down and click on "Add email". Then, set up the waiting time in between emails.
Repeat until your outreach flow is ready and save changes!
Step 2: Dealflow: You'll find two default dealflows already created, but you can also choose to create a specific dealflow for each campaign to keep everything organized. To do so, navigate to the Dealflow Manager (within the "Other Tools" section).
Click on "Create New Dealflow"
Give the dealflow a name, best if you match it with your campaign's name.
Select the type of dealflow: Outreach is for first time collaborations, whereas the Relationship one is for people who you've already worked with. Since you're setting up your first campaign, the Outreach dealflow will be more appropiate.
Step 3: Campaign Set Up: Now that you have the 2 out of the 3 main elements, you must proceed to setting up your campaign to then be able to add influencers to it. This will be done in the Campaign Manager. Click on "Create New Campaign" and fill in all of the details of your campaign:
Campaign name
Email account (used to contact these influencers)
Email flow (the one you've created for it)
Dealflow.
Click on "Create Campaign".
Step 4: Adding Influencers: Now it's time to find the right people for your campaign. Go to the Influencer Finder, and feel free to apply as many filters as you like to make sure you get the right results.
Apply desired filters
Once you've found the accounts you like, you can either select them one by one, select everyone in that page and de-select the undesired ones, or add in bulk.
Some considerations:
We always recommend the "Lookalikes" filter as you can input the handle of an account you like and the system brings you similar accounts!
To find a specific account that you already have in mind, use the "User Search" filter.
Keywords can only be added one at a time, but you can play with other filters for a similar effect, such as: Search by Topic, Bio (mentios the word in their bio), Mentions (for hashtags), Interests, etc.
Step 5: Finish the campaign set up: Head over to the Campaign Manager one more time to finalize details.
Set the amount of outreaches per day: this means how many new people you'll be contacting each day. Tip: if possible, stay below 30 outreaches per day per email account to avoid landing in spam and/or breaking email integration.
Once you have finished setting everything up, click "Start Reachout" which will start the outreach process. Every 24 hours, at the current time, the specified number of outreaches per day will be sent to the selected influencers and will be populated in the chosen dealflow for you to track. The follow-up emails will also be automatically sent based on your email sequence/flow setup.
