Step 1:
Navigate to the Email Campaign tab from the left had nav and click on “Add Campaign”
Step 2:
You’ll be prompted to upload a CSV containing your lead list and their data.
At the same time you can also name your campaign to make it easy for you to identify. I’ve named mine Startup founders Canada, <subniche> <niche> <location>. This helps with management, you soon won’t need to worry about that, with the ability to filter by “tags”
Step 3:
Map each column in your CSV to the relevant columns from the drop down.
In some cases you’ll want to add additional fields than the ones available in the dropdown e.g “Custom First Line”, this can be added by mapping that field to the Custom field option in the dropdown.
Step 4:
On the Mail sequence stage, you can start writing your eye grabbing subject line.
Starting with the subject line, you can inject your variables into it by simply typing {{ and using the dropdown options made available
Step 5:
Plop in your juicy high converting copy next, using the editor, that lets you get the full power of a rich text editor.
You have access to all your (custom) variables in the main text editor as well.
Make use of the readability engine which guides you to improve your copy writing and readability score. Everyone’s busy, so you want to make sure your emails are short, easy to read and have a powerful offer.
Step 6:
You can add a follow up step in your cold email sequence by clicking on the + icon and defining a delay between sending the second email from the first email.
With Smartlead, you can add as many follow up sequences as you’d like, however industry practice is to limit it to 4-5 emails.
If you’d like to remove a step in the sequence, click on the bin icon.
PS: If you do not add a subject line to a follow up email, it will show up as a reply to the same email thread as the previous email. If you do add a subject line, it will be sent as a new email.
Email editorial tips:
Links:
You can easily add a link to your email copy, by highlighting a piece of text, and clicking on the “Link” button at the top of the editor, you’ll be shown a popup, within which you can add the url of the link.
Unsubscribe link:
If it’s part of your email flavour, you can add an unsubscribe link with a custom unsubscribe text message which will show up at the end of your emails.
Click on the settings at the top right of the screen, you’ll se a popup, scroll down and select the unsubscribe link option
Step 7:
Set up a schedule to instruct Smartlead’s smart sending algorithm on when to send emails to your leads.
You can decide the time zone, the time period during the day, as well as the time gap between sending emails.
Smartlead uses reactive sending algorithms that emulate “human” sending patterns to boost deliverability.
Step 8:
Review your email copy to ensure it matches your exact needs. The variable data will be injected at this point, so this is exactly how your lead will read the email too.
If you’re not happy with one person’s copy, you can individually edit just that person’s copy, click save. This won’t effect the copy of all your other leads but just that one person.
Take advantage of the Mobile preview to see how your leads will view your email. 68% of emails are opened on mobile view, this is a good opportunity to reformat any “walls of text”.
Also use this chance to ensure your subject line copy is visible
If you’ve added a sender email account, you’re done :). Click on start campaign, select all the sender email accounts you want Smartlead to auto-rotate through and you’re off to the races 🏎.
Get that wifi money 💸
If you don’t have an email account added, click on the button to “Add an Account”, and follow these simple steps to add your email account:
👉 Gmail
👉 Zoho
👉 Outlook