This guide will walk you through the process of creating and managing a launch engagement campaign on the website. You will learn how to create a campaign from scratch, define your ideal customer profile, select lead types, and manage leads.
Key Steps:
Start by going to the engagement section of the website.
Use a brand-new campaign or select a pre-saved template.
For this SOP, we will create a campaign from scratch.
Enter a campaign name.
Use a descriptive name to easily identify the campaign in the future.
This is also where you will upload the generated leads.
Build your ideal customer profile.
Define your target audience based on company size, job titles, geographic location, and industry.
You can select specific industries or leave it blank to target anyone within the selected industries.
Consider the seniority of the individuals you want to target.
Select the lead type.
Choose from various lead types, such as content syndication leads, webinar registrations, profile interviews, etc.
Each lead type has different features and qualifications.
Consider the purpose of your campaign and select the most suitable lead type.
Review and finalize the campaign.
Check all the demographics and details of the campaign.
Save the campaign as a draft for further review or proceed to launch it.
Manage the leads.
Once the campaign is live, you can view the leads generated.
Accept or reject leads based on their suitability and qualification.
You only pay for the leads you accept.
Add notes to the leads to keep track of their progress and communicate with the team.
Export or save the leads.
Export the leads to your HubSpot or Salesforce instance.
Download the leads as a CSV file.
Save the leads as an audience for future use.
Cautionary Notes:
Ensure that the campaign name is descriptive and easy to understand.
Double-check the ideal customer profile to target the right audience.
Review the lead types and select the most appropriate one for your campaign.
Be careful when accepting or rejecting leads to ensure accuracy and relevance.
Tips for Efficiency:
Save templates for future use to save time in campaign creation.
Use specific criteria in the ideal customer profile to narrow down your target audience.
Regularly review and update the campaign to optimize results.
Communicate with your customer success manager for any questions or assistance.