Create an outbound campaign

​

Before you begin

• Add and verify any email domains you want to send from.
• Add phone numbers for SMS or calls.
• Configure compliance settings and contact limits.
• Confirm your contacts have the email addresses or phone numbers required by the outreach methods.

​

Create the campaign

1. Go to Outbound.
2. Click New outbound.
3. Enter a campaign name.
4. Describe the campaign goal.
5. Select one or more outreach methods: Email, Text message, or Phone call.
6. Choose the sequence length.
7. Click Create outbound.

​

Write a useful goal

• Which contacts you are targeting.
• Why you are contacting them.
• What outcome you want.
• Which details to mention or avoid.
• When to offer booking or escalation.

Follow up with customers whose leases expire in the next 90 days.
Ask whether they want to schedule a test drive for current models.
If they are interested, offer to book an appointment with the sales team.

​

Next step